Blog

We will not soon forget how our communities have responded to the crisis, but will we remember how companies behaved?

"Particularly during these increasingly uncertain times, guiding clients through this recent journey has meant they are that much closer to reaching their objectives in spite of the volatility we've witnessed."

" Despite the current economic crisis, I find myself in a better financial position. Above all, I came away with great peace of mind - very precious in these uncertain times!" - E. Gaudet, client

One of the most frequent counter argument I hear in regards to responsible investment is whether one needs to ‘give up’ investment returns in order to invest alongside one’s values and intentions.

While posted today, on a balmy May 28th, this blog post sat in my 'drafts' since April 8th. since that post, where holding onto, adding to, and rebalancing into would have made a measurable impact on your current investments.

Communicating with you through both thick and thin, and offering investment advice in a time of great uncertainty begins with understanding the role wealth plays in you and your family’s life.

For those still bearing the scars of the 2008-2009 market correction consider how far you have come since plumbing the depths of the markets.

Consider the quality of fixed income in your portfolio and the trade-off of adding those last few basis points of yield to your bottom line - and what that can cost you as liquidity premiums increase.