Recent News:

With all the US Election news, many people have questions about how the outcome may affect them.  As a client you can be confident! I've had several discussions with the Portfolio Managers at Fiduciary Trust, and they are managing portfolios to be well-positioned for different economic outcomes. While the market has had an immediate reaction, the long-term direction is influenced more by the overall economic outlook, interest cycles, and specific company fundamentals. If you have any concerns or questions, please let me know, and I can arrange a direct call with your portfolio manager.

If you do have questions, it's great timing, Scott Guitard, SVP Senior Portfolio Manager, will be in Red Deer on November 27th. He'll be one of the speakers at the LifeLegacy Sips & Insights event.  

To register for the event, you can complete this form or click on the image below to be directed to the registration form.

Feel free to invite your family, or those important to you who might have questions about the markets, inflation, interest rates, estate planning, and family wealth transitions.

We also have some exciting news to share!

Rob Toews has joined LifeLegacy as our newest Financial Advisor. Rob is a licensed insurance advisor, has completed the Registered Retirement Consultant program, and is working towards his Certified Financial Planner designation. He will be collaborating closely with me on financial plans and helping to provide service to clients.

We're thrilled about the enhanced service we can offer with Rob on the team. Don't miss the chance to meet Rob in person at the November 27th event.

For more information about Rob's background and experience, visit our website: Robert Toews - Financial Advisor.

Markets:

I saw this slide today and thought I would share.  The outcome of any US Presidential Election has not really impacted the direction of the markets.  Sure, there are couple of pockets of dips, but the key theme is positive growth over time.