Quarterly Newsletter: As the economy recovers, staying the course is more important than ever.

Savings and investments may be the last thing on your mind as you enjoy our all-too-short summer. We can’t blame you! We hope you and your loved ones are safe and secure and can truly enjoy the warm days ahead.

As we begin to wind our way out of the pandemic, the financial world looks a lot different than it did at the beginning of last year. Attached is the latest issue of our newsletter, with some thought starters for you in this financial “new normal”. See the full newsletter by clicking the link below.


If changes have taken place in your life or financial circumstances, we’d welcome the opportunity to discuss your portfolio and the best way forward in achieving your investing goals. It doesn’t have to wait until we can meet in person – give us a call and we’ll arrange a virtual check-in.

PS. The spring’s Federal Budget had some eye-watering proposals that could affect your family’s finances. We’ll keep an eye on them as they turn from proposals to legislation to reality. If you have a specific concern about how they affect your financial situation, please let us know.