Q2 Newsletter 2022

Ecosystem Update: Pavilion

 You’re going to love this video.  Since its inception in 2008, the average rate of return for Pavilion funds is 161% after tax.* That

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Q2 Newsletter 2022

Ecosystem Update: Invico

 You’re going to love this video too! I love Invico and their Diversified Income Fund.   There’s the D-word again. But fear not: this is

Read More »
Q2 Newsletter 2022

Something very nice

By Darlene Abballe Quality Risk Manager In almost 15 years at this company, given the very personal nature of the work we do for our

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You never have to feel that way again.

By Ian Ardill  There is a lot of anxiety out there.  It is very real. A lot of jitters.  Feelings of powerlessness.  Mostly about interest rates, inflation and the markets going up and down, but mostly down. Are interest rates going to level out – or skyrocket?  What about inflation?  Last

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Ecosystem Update: Pavilion

 You’re going to love this video.  Since its inception in 2008, the average rate of return for Pavilion funds is 161% after tax.* That is not a typo. I believe that for high income earners – anyone paying north of 40% income tax – a Pavilion fund is something

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Ecosystem Update: Invico

 You’re going to love this video too! I love Invico and their Diversified Income Fund.   There’s the D-word again. But fear not: this is a fund that offers diversification, and, to boot, is offered by a company with a diverse team – led by Co-Founders Alison Taylor and Jason Brooks. While Alison was

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Something very nice

By Darlene Abballe Quality Risk Manager In almost 15 years at this company, given the very personal nature of the work we do for our clients, I have been brought to tears more than once.  Mostly they have been tears of joy. One of those occasions was earlier this month,

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You carry it with you for life

By John Ardill You don’t need me to tell you that we’re in unsettling times. Let me share my strategy that seems to work in most economic conditions. In a broad way, Ian explains to his clients that financial plans are like a three-legged stool: •  Publicly traded Securities • 

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