Blog

Microsoft Killing it in the Cloud Category: Investing

Posted by Ian Clark

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

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Hot for Real Estate Category: Investing

Posted by Ian Clark

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

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The Wackiest US Election: What's the Investment Impact? Category: Investing

Posted by Ian Clark

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.

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Why is the DOW Lagging the S&P 500 & NASDAQ? Category: Investing

Posted by Ian Clark

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.

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How Financial Advisors Can Help You Avoid Risk Category: Investing

Posted by Ocean Wealth

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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How to Make the Most of Your RESPs Category: Investing

Posted by Ocean Wealth

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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Optimize Your Retirement Income with These Tips Category: Investing

Posted by Ocean Wealth

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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The Ocean Wealth Team Raises Over $5,400 in Support of Power To Be! Category: Investing

Posted by Ocean Wealth

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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How to Make your Finances Recession-Proof Category: Investing

Posted by Ocean Wealth

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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COVID-19 Toolkit Category: Investing

Posted by Ocean Wealth

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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LIF 101: An Introduction to Life Income Funds Category: Investing

Posted by Ocean Wealth

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

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Coronavirus and Market Uncertainty Category: Investing

Posted by Ocean Wealth

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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