by Simon Chun | Jan 21, 2022 | 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 | Sep 30, 2021 | Blog, Quarterly Reports
The Market As the third quarter of 2021 drew to a close, the month of September certainly lived up to its reputation as being unpredictable and volatile. Global markets touched all-time highs several times before two sizable selloffs near the end of September with...
by Simon Chun | Jul 15, 2021 | Blog, Quarterly Reports
The Market North American markets closed the second quarter of 2021 at all-time highs, buoyed by persistent investor optimism in the reopening of the economy as well as continued accommodative fiscal and monetary policy by global policy makers. On the home front, the...
by Simon Chun | Apr 15, 2021 | Blog, Quarterly Reports
The Market Global stock markets continued a strong upward climb in the first quarter of 2021 with Canadian markets, finally leading the way. The TSX gained 9% during the quarter as a result of strength in the financial and energy sectors. Financials have...
by Simon Chun | Feb 1, 2021 | Blog, Quarterly Reports
Important Reminders The new year is a great time to top up your Tax-Free Savings Account (TFSA). The annual contribution limit for TFSAs is $6000 for 2021. The RRSP contribution deadline for the 2020 tax year is March 1st, 2021. To ensure arrival in RRSP accounts...
by Simon Chun | Oct 9, 2020 | Blog, Quarterly Reports
The Market Canadian and US markets continued their upward ascent from the depths of the March 23, 2020 lows with all-time highs reached for the S&P500 on September 2, 2020 of 3580; a remarkable 60% gain led by the increased concentration of Big Tech stocks in...
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