Personal Wealth Graham Westmacott The Ulysses Contract PWL Capital 2020-07-28T10:29:14 July 28, 2020 According to legend, Ulysses, the hero of Homer’s epic tale, the Odyssey, encounters the Sirens on his return from the Trojan war. The Sirens lured sailors to their doom through their enchanting music and singing.
Behavioural Finance Are my savings goals in ruins (Part 2)? 2020-05-4T14:30:27 May 4, 2020 In a recent blog we discussed how a fall in market prices today leads to an expectation of higher returns tomorrow. We explore this in more detail by considering the impact of the fall in portfolio values at the end of March and the revised expected returns on investors in different stage of their lives.
Personal Wealth Graham Westmacott New Ebook: A Better Way to Fund Your Retirement 2020-04-24T12:37:57 April 24, 2020 Figuring out how to fund your retirement from your savings has been called the most difficult challenge in personal finance. This eBook is here to help. It explains your options and provides you with strategies to get: a steady income throughout your retirement, more income without saving more, peace of mind that you’re on the right track.
Personal Wealth Susan Daley Should I Borrow to Invest While Markets are Down? 2020-04-13T10:30:22 April 13, 2020 With stock markets down significantly across the globe as a result of the novel coronavirus in a matter of a month, it’s tempting to think stock markets are on sale and that you need to take advantage of that. Most don’t have large amounts of cash lying around, so borrowing to invest is one way to access that cash.
Personal Wealth Graham Westmacott Are My Savings Goals in Ruins? 2020-03-31T11:05:56 March 31, 2020 Stocks have fallen approximately 25% since the start of the year. Does this mean my retirement plans and other financial goals are in ruins?
Graham Westmacott MBA, CFA, Portfolio Manager Portfolio Manager, Waterloo. Graham believes wealth management should be based on facts and repeatable processes, rather than stories about the future.
Susan Daley CFA, CFP, Portfolio Manager Susan Daley is a Portfolio Manager at PWL Capital Inc. She is passionate about simplifying complex financial ideas to help clients achieve their financial aspirations. She runs a YouTube Channel with the same mandate, called Your Money, Your Choices.
Jason Primmer Investment Advisor, Portfolio Manager Assistant Jason was born in Kitchener, and has lived in the Kitchener-Waterloo region his whole life. He is currently working towards his CFP and other financial designations.
Market Statistics – July 2020 Published: August 6, 2020 Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.