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Quarterly Portfolio Review
Portfolio Review – 2Q2021
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...
Portfolio Review – 1Q2021
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...
Portfolio Review – 4Q2020
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...
Portfolio Review – 3Q2020
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...
Portfolio Review – 2Q2020
It has been over 20 years since the launch of YouFirst Financial. We would like to extend our sincere thanks to our clients for your loyalty throughout the years, especially during the challenging times of the 2000 Tech Bubble, 2008 Great Recession and present 2020...
Portfolio Review – 1Q2020
The health and safety of our clients is paramount so we have decided to electronically deliver your quarterly report and statement packages. Furthermore, if you or anyone in your family has lost income because of COVID-19, the Canada Emergency Response Benefit (CERB)...
Perspectives from a Millennial
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