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As you enjoy greater success in life, your finances will invariably become more complex and demand more of your time—time that you may prefer to devote to your other interests and responsibilities. Our team can help you reach your goals.
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.
It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.
“We have thoroughly appreciated the expertise and assistance we have received from Jean Marchand’s team over the past 15 years. They have provided us with risk management guidance for our investment portfolios and, more important still, we’ve been able to explore a number of available strategies, so as to maximize and preserve our wealth. Being specialized in wealth management, Jean and his team have given us excellent advice that is adapted to our specific needs. We are very pleased to be able to count on their support for still many years to come.”
C.D. and P.C., co-presidents and founders of PCD Solutions Inc.
