The major equity indexes finished mixed, with value stocks leading the market as U.S. benchmark West Texas Intermediate oil prices rose above $90 per barrel for the first time since November 2022.
Aligned Capital Partners Inc. (ACPI), our registered dealer, officially changed custodians on July 21st 2023, from National Bank Independent Network (NBIN) to CI Investment Services Inc. (CIIS). Although CI may not be a familiar name to most, they are an independent Canadian company offering global asset management and wealth management advisory services holding more than $330 billion in assets (as at June 30, 2022). Overall, this change will allow our team to more effectively and efficiently service our clientele, while maintaining our extensive and flexible product portfolio.
A key to achieving a financial goal
It’s human nature to generalize our goals. “I’ve got to start exercising” is a common one. But a key to achieving a goal is to first identify one specific step. For example, starting to exercise becomes taking a brisk walk every day.
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