Personal Wealth Graham Westmacott Housing the homeless PWL Capital 2020-12-16T16:43:28 December 16, 2020 The case for housing the homeless can be stated in moral and economic terms. As a provider of investment services, we thought we should stay in our lane and educate ourselves on the economic arguments.
Starting Out Susan Daley RESP: What If My Child Doesn’t Go To Post-Secondary School? 2020-11-25T14:25:57 November 25, 2020 What happens to your RESP if your child doesn’t go to school? If you have an individual or family RESP, you can get your money out of the plan with relatively little pain. I outline the options to withdraw money from an RESP if the beneficiary of the RESP doesn’t attend post-secondary school.
Personal Wealth Graham Westmacott Inflation or Deflation: Trick or Treat? 2020-09-29T14:09:31 September 29, 2020 Should investor’s worry about inflation or deflation and how does that impact portfolio choices?
Personal Wealth Graham Westmacott When to take CPP – another spin of the wheel 2020-08-26T08:55:58 August 26, 2020 A favourite topic for the financial media is when to take the Canada Pension Plan (CPP). Some advocate taking it at 65, others advocate delaying until age 70. Different viewpoints arise because of how the problem is framed and the assumptions that follow.
Personal Wealth Graham Westmacott The Ulysses Contract 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.
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 CFP, Investment Advisor, Portfolio Manager Assistant Jason was born in Kitchener, and has lived in the Kitchener-Waterloo region his whole life. He is a CFP and working towards other financial designations.
Market Statistics – December 2020 Published: January 6, 2021 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.