The You First Blog

“How did it get so late so soon?”- Dr. Seuss Staying Invested is the First (and Second) Rule of Investing As we rapidly approach the holidays – and the end of the decade! – we thought it would be worthwhile to share this informative piece that National Bank Investments published recently. This quick read is a… Read More

“Savings, remember, is the prerequisite of investment”- Campbell McConnell TFSA 2020 Contribution Limit Announced This week, the Canadian Government confirmed the 2020 TFSA space to be $6,000. This was as expected. The annual space is calculated using a specific formula and is indexed to inflation to the nearest $500. The 2018 amount was $5,500 and the… Read More

“Capital is that part of wealth which is devoted to obtaining further capital” – Alfred Marshall   Wealthview Update – How to Access the Revamped Client Portal You will need to re-register to gain access to your client portal on Wealthview. Here’s what you need to do: Follow the link in the email FundEX Wealthview… Read More

“Thanksgiving, man. Not a good day to be my pants” – Kevin James Third Quarter Market Recap Many of the main themes that have affected global asset markets in 2019 – including U.S.-China trade tensions, political uncertainty due to the Brexit negotiations, and slowing economic activity – continued in the third quarter, resulting in somewhat… Read More