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CWB Wealth

@CWB_Wealth

Helping Canadian families live their best lives. Wealth advisory services offered in both English and French.

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Bernadette Churchill, Private Wealth Advisor and Portfolio Manager, CWB Wealth Partners, explores the key drivers of gold's value and how to position it strategically into your investment portfolio. 🔗bit.ly/3C6KRsl

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Scott Blair, chef des placements, examine la stratégie de la Banque du Canada, tandis que les membres de notre équipe des placements commentent les actions canadiennes et américaines, les effets des politiques gouvernementales sur les marchés chinois et plushttps://bit.ly/3U9sF7N

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Scott Blair, Chief Investment Officer, examines the Bank of Canada playbook, while our investment team comments on Canadian and U.S. equities, the effects of government politics on Chinese markets, and opportunities in bonds and credit markets. 🔗 bit.ly/4f5nDRK

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Uncertainty surrounding the U.S. election outcome has many investors concerned about the impact on growth, inflation, and trade in the U.S. and beyond. What really drives the markets in the end? Read our latest market update here: bit.ly/4e3n3nn

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À la suite de la montée spectaculaire des cours des 10 principaux titres de l’indice S&P 500, de nombreux investisseurs se demandent si la présente situation est comparable à la bulle technologique des années 2000. 🔗 Lisez l’article complet en lien ici : bit.ly/3An7SGN


The dramatic rise in share prices for the S&P 500 Index’s top 10 stocks has led many to wonder if we’re in a 2000 tech bubble situation. Will some of those big-name shares eventually melt, like ice cream in the summer sun? 🔗 Read the full article here: bit.ly/4dkmlSd


In this article from @CFObyPostmedia, Samuel Chinniah, Senior Family Office Advisor, Financial Planner & Associate Portfolio Manager discusses the key benefits of partnering with a team of specialists when selling your business.


In this @BNNBloomberg exclusive, Ric Palombi, Senior Portfolio Manager, International Equities and Alternative Income shares his top picks in international bank stocks.


Les investisseurs se préoccupent aujourd’hui plus que jamais de la direction sociale, politique et économique du monde dans lequel nous vivons. Pourquoi Scott Blair, chef des placements, pense-t-il que cela ne doit pas nous empêcher de dormir? bit.ly/3WmVkYw


Learn what our investment team has to say about the pause in CAD markets, the U.S. market’s resilience, French politics, and central banks’ caution with further rate cuts. Read our quarterly Points in Time commentary here: bit.ly/3YcwY4O


There’s a trend towards "𝗿𝗲𝘃𝗶𝘄𝗿𝗶𝗻𝗴" instead of "𝗿𝗲𝘁𝗶𝗿𝗶𝗻𝗴". People choose to develop new/existing skillsets after retiring – this time with more freedom to do things on their own terms. Two CWB Wealth long-time clients share their stories in the interview below.


Sudden unknowns like job loss, health issues, divorce, or loss of loved ones can be made easier with professional support to lean on for both proactive and reactive strategies. We share 6 key ones in the article below. #retirement #retirementstrategies


When we think of successful evolution, we're reminded of @satyanadella, Chairman & CEO of @Microsoft His strategic focus sought to better understand their users & build for them. Similarly, we continue to build our firm around our clients’ changing needs: bit.ly/3VKWwn3


Our theme in this issue of 𝘎𝘳𝘰𝘸 𝘛𝘰𝘨𝘦𝘵𝘩𝘦𝘳 is "𝗘𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗯𝘆 𝗰𝗵𝗮𝗻𝗰𝗲 𝗼𝗿 𝗯𝘆 𝗰𝗵𝗼𝗶𝗰𝗲" and looks at the pivotal moments where individuals and companies face change. 👉 Find out how we focus on minimizing the risks and maximizing opportunities below.


Why does national debt exist, why is it so high, is it sustainable, and if not, how will it break? We address these questions in looking at: what drives national debts, political dimensions to the debt story, and spending challenges on the near horizon. bit.ly/4eoCDuy


Are you looking to buy your first home? @AaronHectorCFP, Private Wealth Advisor, Financial Planner examines the impact of changes to the Home Buyers' Scheme (HBP) in the 2024 Federal Budget on first-time home buyers. #FederalBudget #CapitalGains #Taxes #Homebuyers #HBP


With the anniversary of our CWB Wealth Small Mid Cap Equity Pool upon us, we reflect on some interesting learnings along the way and share why we believe it's an opportune time to invest in smaller cap companies: bit.ly/3wzk9Gq

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𝘾𝙖𝙥𝙞𝙩𝙖𝙡 𝙜𝙖𝙞𝙣𝙨 𝙞𝙣𝙘𝙡𝙪𝙨𝙞𝙤𝙣 𝙧𝙖𝙩𝙚 𝙘𝙝𝙖𝙣𝙜𝙚 - @AaronHectorCFP, Private Wealth Advisor, Financial Planner reviews some of the key points to consider if you're thinking of selling in this article from @YahooFinanceCA


Are you considering selling your investments now to avoid the increase in the capital gains inclusion rate announced in the Federal Budget? Don't miss this article with @AaronHectorCFP, Private Wealth Advisor, Financial Planner, from @IE_Canada


𝗛𝗮𝗽𝗽𝘆 #NursingWeek 𝘁𝗼 𝗮𝗹𝗹 𝗼𝗳 𝗼𝘂𝗿 𝗶𝗻𝗰𝗿𝗲𝗱𝗶𝗯𝗹𝗲 𝗻𝘂𝗿𝘀𝗲𝘀! Acknowledging the theme of "Changing Lives, Shaping Tomorrow" is on our minds as we prepare to reveal the recipient of the 2024 CWB Wealth Indigenous Health Scholarship - stay tuned! #IND2024

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