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Our
group is comprised of dedicated and experienced professionals committed
to providing independent and exclusive financial, estate and tax
solutions. Our clients recognize the value of trusted advice as well as
our coordinated and personalized approach to wealth preservation and
creation. We are committed to helping our clients reach their financial
goals. |
Read About Our Team
Recent Team Commentary
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Monday, 09 January 2012 |
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2011 proved to be a challenging year that saw a number of major global events affecting the markets worldwide; from the tsunami in Japan, and the political turmoil in the Middle East, to the debt woes in both the U.S. and Europe. Major equity benchmarks around the globe ended the year deep in the red, although losses vary widely from region to region. On a relative basis, the U.S. was an outperformer as the Dow Jones Industrial Average generated a total return of 8.4% (10.8% in Canadian dollar terms). The broader benchmark S&P500 Index advanced a more modest 2.1% (4.4% in Canadian dollar terms). The TSX finished the year with a loss of 8.7%. The Canadian Bond Market outperformed with the Dex Universe Total Return Index up 9.7%. |
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