Q2 Newsletter 2023

The Power of Private

By Ian Ardill Amid volatile markets and turbulence in the economy, our private investments have performed very respectably.  We are honoured to continue building portfolios

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Q2 Newsletter 2023

Doubly Blessed

  By Ian Ardill  Al Derges, may he rest in peace, was the father of Adam Derges, a founding partner at Raintree Financial Solutions.  Al

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The Power of Private

By Ian Ardill Amid volatile markets and turbulence in the economy, our private investments have performed very respectably.  We are honoured to continue building portfolios that are custom tailored – unique – to each client. An investor who owned an index last year would have performed as follows[1]: TSX: down

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Doubly Blessed

  By Ian Ardill  Al Derges, may he rest in peace, was the father of Adam Derges, a founding partner at Raintree Financial Solutions.  Al was known for sticking with his values and ethics above all else.  In his name, each year there is an award given to the advisor

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New Edition of Money Match: Pavilion Part Three!

By Ian Ardill  How does this sound: The investments you make in a given fund are fully deductible against income in the year you invest. Over the life of your investment in the fund, it is designed to deliver 115%+ total tax deductions against your income. When you withdraw money

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This Technology Is Not For You

By John Ardill In retirement, you will be free from your career.  But will you be free from technology? Until very recently, I certainly wasn’t.  Having been a financial planner for 40 years, I still frame things up in financial terms, so I asked myself:  what return on time I

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