Blog

On this episode of Ocean Talks, we discuss the two generations that have grown up in a world where access to information has expanded more rapidly than ever before: Millennials and Generation Z. How are they investing? Where are they getting their information and why? What should we all be cautious of when seeking advice online? Check out the episode to hear our thoughts on these questions and more. Watch the episode here and don't forget to like and subscribe.

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There’s always a risk associated with any reward. That’s as true for a 5-year-old playing a video game as it is for a Fortune 500 business owner.

The goal in life is to assess whether that risk, no matter how big or small, is worth the reward.

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In the span of a decade, from 2006 to 2016 alone, the average Canadian university tuition rate rose 40%. That number has shown no signs of slowing down anytime soon, either. For the 2017-2018 academic year, average tuition costs in Canada hit $6,571 — a 3.1% increase from the year prior...

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The primary purpose of financial planning is retirement. One day you'll be hanging up your work keys and giving up the 9 to 5. 

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Between June 18th and 21st 2020, our team participated in a very different looking Power To Play adventure (now called Power To Summit), a corporate fundraising event that tests teams' physical and mental limits, in support of Power To Be.

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When it comes to estate planning, there are still some common myths proving tough to kill. Many individuals are unsure of what estate planning is and why you need an estate plan.

Quite frequently, we see individuals and families choosing to forgo setting up an estate plan for a combination of these myths.

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By now we've all heard that Canada, and the globe, is projected to experience a recession this year. This is mainly due to COVID-19 and how this pandemic has halted many industries and economies.

This isn't the first time that we've experienced a recession and chances are — it won't be the last. So how can you recession-proof your money and protect it?

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Business success requires you to be able to pivot with the market. Part of being a business owner, an entrepreneur, or a startup is being ready for the highs and the lows. When the economy takes a turn for the worst, how can you be prepared to ride out the storm?

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Ocean Wealth has partnered up with the Pretty Money Club to offer a free resource for anyone looking for information on the benefits that have been announced to assist those struggling due to the impact of COVID-19.

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Financial planning and retirement planning are like peanut butter and jelly — you can’t really have one without the other.

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The Ocean Wealth team at PI Financial is carefully monitoring the novel coronavirus (COVID-19) outbreak. We have been proactive in implementing an action plan to prioritize the health and well-being of our clients, our staff, and their families while ensuring business continuity during these challenging times.

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Over the last week, the financial markets have taken a significant downturn over the fears surrounding the Coronavirus. The S&P 500 had its worst weekly drop since the financial crisis in 2008, after setting all-time highs the previous week.¹

Of course, investors are nervous about their money. If you are concerned with your portfolio, you’re not alone, however during times of market volatility, it’s important to stay objective and not emotional - and yes that is hard to do.

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