by Simon Chun | Oct 8, 2023 | Blog, Quarterly Reports
What’s New? The First Time Home Savings Account (FHSA) should be available to our clients at the beginning of December. More info on FHSAs here. An upside to higher interest rates are that High Interest Savings Accounts (HISAs) are now yielding rates of up to 5% and...
by Simon Chun | Jul 17, 2023 | Blog, Quarterly Reports
The Market US markets pushed higher during the second quarter of 2023 on continued optimism that the end of the Fed’s aggressive rate-tightening cycle is nigh and a “soft landing” may still be possible. US equity gains were driven by the technology sector rally led...
by Simon Chun | Apr 16, 2023 | Blog, Quarterly Reports
The Market Markets started the new year on an upbeat tone after a disappointing 2022. The optimism was cut short as fears of a policy rate overtightening and the collapse of three US tech-focused regional banks dragged risk appetite down and sent waves of volatility...
by Simon Chun | Jan 8, 2023 | Blog, Quarterly Reports
Year End Reports Enclosed in this YouFirst quarterly Portfolio Review package are your: Portfolio Evaluation Report Annual Performance Report(s) Annual Investment Management Fee Report For non-registered account holders. The following items should be given to your...
by Simon Chun | Oct 26, 2022 | Blog, Quarterly Reports
The Market Global markets in the third quarter of the year began on an upbeat note in July with some markets recovering over 50% of the year’s losses on optimism of peak inflation. However, the bear market rally was cut short in the last few weeks of September as US...
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