We are pleased to introduce the Investia app, a brand new application that lets you navigate through the Wealthview Client Portal directly from your mobile device. With the Investia app, you can access your account information easily and free of charge. Ready to use the new app? Simply follow these steps: Register on the Wealthview Client… Read More
Please be aware that as of July 1, 2021, our office’s main number is 604-682-1847. Our toll-free number – 1-877-688-2199 – is unchanged at this time. Our previous office number – 604-878-0702 – is no longer in operation. Please let us know if you have any questions about this change.
The effect of central banks and monetary policy on equity and fixed-income (and real estate, and cryptocurrency) markets cannot be understated at the moment. An average daily market recap will contain terms like Federal Reserve, Quantitative Easing, Stimulus, Tapering, Interest Rates, and Inflation to explain market activity. In this article we breakdown these terms and… Read More
By most definitions, markets are up right now. A market high isn’t immediate cause to reassess your long-term investment strategy, but it’s a great time to consider your short-term options. If you are thinking about accessing funds from your portfolio in the next three years and you have yet to inform us of this plan,… Read More
You have likely already read Anthony’s article “The role of monetary policy on markets.” The article paints a complicated picture for fixed income. Low yields mean minimal returns and you still face interest rate risk, which will put downward pressure on bond prices. This presents a dilemma for investors who have a fixed income mandate… Read More