The new year kicked off with a global sell-off when China reported a lower manufacturing PMI. Investors fear that a potentially competitively devaluating yuan could lead to other emerging market countries devaluting their currencies and fear of a Chinese deflationary wave spreading globally.
With the vision to offer our clients more opportunities for customized portfolios, improved tax efficiencies, and simplified portfolio accounting, we introduced two new private pools one year ago.
With any new government, the introduction of new legislations may come as a bit of a surprise, especially in the case of tax laws. While incorporating tax efficiencies should always be considered, the upcoming rates only amplify the importance of planning for high-income earners. In order to effectively navigate the waters, we provide several tax-saving strategies for your consideration.
Today marks Election Day here in Canada – a day that many of us have been anticipating for the last couple of months. Over the past year, Canada has experienced a fair share of new challenges and obstacles in both political and economic environments. Although the future of our leader is uncertain, it is clear that we, as Canadians, will be a part of massive change. CWB McLean & Partners remains 100% committed to navigating the waves of volatility, and despite change, we are steadfast to serving our client’s best interests.
Greek voters delivered an overwhelming "no" vote to the proposed terms of a bailout by the Euro Zone; the markets are showing continued volatility, and are subject to extreme headline risk; and ultimately, a recession in Europe is in question.
Alberta's climate change regulatory system, which was due to expire at the end of June, 2015, was extended to 2017, as an interim measure by the newly-elected NDP government.
Changes in the European telecom industry has benefited the big players, turning them from purported losers into clear winners - and McLean & Partners' International Strategy holds two of the biggest beneficiaries of this transformation.
Over the weekend, news poured in regarding the intensification of the crisis in Greece, and the headlines have continued into this week. EU-Greece talks were called off on Friday when the Greek Prime Minister, Alexis Tsipras, abruptly announced that a national referendum will be held on Sunday, July 5th to decide whether Greece should accept the terms of the new bailout program.
CWB McLean & Partners Tactical Monthly Income (TMI) Strategy celebrates its third birthday this month. This strategy has provided investors with a solid foundation geared towards lowering volatility. With a diversified portfolio of Global Equity and Fixed Income securities, TMI has provided stability for Canadian investors during this difficult time surrounding the large scale correction in the energy market.
When considering wealth management options and the resources available, it's important to note that only one portion of the plan deals with asset investment. The big picture ties in other areas that provide you with peace of mind when it comes to your family's well-being, and in addition provides individuals numerous advantages when considering the options available.