Blog

Join Ian David Clark, CIM, and Steve Bokor, CFA as they discuss:

• Tax Loss Harvest Season
• Microsoft Crushing it in the Cloud
• Big Tech Big Week with Earnings

Read More →

Join Ian David Clark, CIM and our guest, Veronica Crha as they discuss what is happening in our local real estate market.

Read More →

Join Ian David Clark, CIM - Portfolio Manager for a bi-weekly conversation about investment markets.

In this week's video, we are joined by Steve Bokor, CFA to explore the U.S election stock market outcome, the housing boom and take the Pepsi/Coke Challenge.

Read More →

Join Ian David Clark, CIM - Portfolio Manager for a bi-weekly conversation about investment markets.

"Alpha" is a measure of the active return on your investment, in other words, the performance of that investment when compared with a suitable market index. An alpha of 1% means the investment's return on investment over a selected period of time was 1% better than the market during that same period. That's what we do - aim to add Alpha to your portfolio over the long term.

Read More →

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.

Read More →

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...

Read More →

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. 

Read More →

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.

Read More →

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?

Read More →

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.

Read More →

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

Read More →

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.

Read More →