360 Private Wealth Management: 2018 Q2 Market Update

Published by David Luke on Jul 13, 2018

Challenges in the quarter Despite continued trade dispute chatter, North American equity markets finished the quarter in positive territory as investors focused on strong sales and earnings growth in ... Continue reading

360 Private Wealth Management: Solutions Magazine Spring Edition 2018

Published by David Luke on Jul 12, 2018

In the Spring 2018 edition: Making sense of a rapidly changing financial world. ... Continue reading

What to Know About Owning a Cottage with Friends or Family

Published by David Luke on Jun 25, 2018

Mike Potvin’s father died in May 2016 and left the family cottage near Ontario’s Kawartha Lakes to his wife and four sons.   But only Potvin and one of his brothers were in a position to carry the costs... Continue reading

360 Private Wealth Management: 2018 Q1 Market Update

Published by David Luke on Apr 13, 2018

Challenges in the quarter Wow! Volatility returned with a vengeance. After experiencing market pullbacks of less than five percent in 2017, we’ve already experienced two pullbacks of greater than five... Continue reading

360 Private Wealth Management: 2018 TFSA Contribution Reminder

Published by David Luke on Mar 09, 2018

Now that 2018 is in full swing we thought it would be a good time to connect with households to confirm 2018 Tax Free Savings Account (TFSA) contribution room and contribution rules.    TFSA Contribution... Continue reading

360 Private Wealth Management: 2018 Federal Budget Summary

Published by David Luke on Mar 06, 2018

The Liberal government delivered its third federal budget on February 27. While you’ve probably seen plenty of media coverage, I thought you’d appreciate an overview related to your investments and taxes.... Continue reading

360 Private Wealth Management: 2017 RRSP Contribution Reminder

Published by David Luke on Feb 06, 2018

Just a reminder - the deadline to make your 2017 RRSP contribution is fast approaching!   The last day to contribute to your RRSP for the purpose of claiming a deduction on your 2017 tax return is March... Continue reading

360 Private Wealth Management: Solutions Magazine Winter Edition 2018

Published by David Luke on Feb 05, 2018

In the Winter 2017/2018 edition: From new investment approaches to caring for aging parents, it pays to keep one eye on the future ... Continue reading

360 Private Wealth Management: Market Update

Published by David Luke on Jan 19, 2018

An incredible year for market returns and global economic growth In 2017, we saw one of the strongest years for global market returns since the great financial crisis. Global equity markets seemed unaffected... Continue reading

360 Private Wealth Management Goes to Siloam Mission!

Published by David Luke on Nov 07, 2017

On Thursday, October 19th our office had the pleasure of spending the evening volunteering for Siloam Mission’s dinner service. As some of the members from our group were volunteering with Siloam for ... Continue reading