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Our tailor-made investment solutions are personalized to meet your specific objectives. Our mission is to offer our clients an exceptional wealth management experience. Customer satisfaction is our goal.
Our tailor-made investment solutions are personalized to meet your specific objectives. Our mission is to offer our clients an exceptional wealth management experience. Customer satisfaction is our goal.
Issue 1 – Goodbye 2020: it was a year like none other
Since the arrival of Covid-19 most of society has hunkered down as we battle the global pandemic. With lockdown in place and fewer options to occupy our minds, much of our attention turned to “The Trump Show” and keeping ourselves up to speed with the depressing trajectory of pandemic related statistics. As if these concerns were not enough, financial markets tested our resolve as the second quarter saw the fastest and sharpest bear market in history which was quickly followed by a breathtaking recovery. As many sectors of the economy have recovered and even thrived, others continue to suffer as do those individuals who work in industries such as hospitality, travel, and retail.
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By Charles Marleau CIM® and William Mitchell CIM®
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By Charles Marleau CIM® and William Mitchell CIM®
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By William Mitchell