Online Review

Online Services: Review Your Portfolio

Let’s be safe… and it’s convenient too

As one of the largest Financial Services institutions in Canada, we are classified as an “Essential Service”. We are fully committed to offering the same extensive range of services that we always do. To help protect clients, co-workers, and family, we have implemented a variety of methods to help prevent the spread of the Coronavirus (COVID-19) while conducting business.

Until the government has declared it safe to do otherwise, we will be depending on phone calls, emails, secure video conferencing, mail, and electronic payments, wherever possible. We will, absolutely, do everything we can to accommodate everyone, regardless of their situation and technological comfort level.

Online financial services

For health and safety reasons, at this time I cannot host a meeting in my office. I have moved to an “online Advisor” business model, and I am still able to offer the same full range of financial services. If you would like to speak to me, please call my cell phone at 613-540-0530 during business hours, or connect with me through my website by clicking on the “Contact Me” button, or schedule a phone call or a secure video conference through the “Schedule a Meeting / Existing Client” button at the bottom of this web page.

Is market volatility a good or bad thing?

The stock market has been on a wild ride lately – worldwide. No country is immune to the effects of this worldwide pandemic. This is fundamentally changing the way that everyone does business – from the grocery store, to the hardware store, to the workplace. But this situation is not exclusive to businesses and employees – even people who are fortunate enough to be retired are feeling significant effects of this situation. As we learn to adapt to this new way of living, it is becoming more and more apparent that this isn’t going to be going away any time soon. The physical distancing and sanitation skills that we are currently learning will be required for many, many months moving forward.

But what effect is this having on your investments and retirement savings? For some people, this is an incredible opportunity for significant financial gain in the near future. Do you have the correct mix of assets to insulate you from a market upset like this? Will this impact your available income in the future? Is your portfolio diversified properly? Are your current investments performing the way that should be expected in this economic turmoil? Was your portfolio designed to protect you in this scenario?

So many questions. Let’s get you some answers.

Have you ever attended a video meeting before?

Not to worry if you haven’t. You don’t have to do anything other than click on a link that will place you in the meeting. We are using Microsoft Teams for our video meetings, exclusively with servers in Canada. This system uses “end-to-end encryption” and is approved for secure use by many governments and large corporations around the world – including Canada Life.

You do not need to use, or even have, a camera or microphone to attend a secure video meeting. All you need is a computer with a reasonable internet connection. My team and I will take care of the rest.

Physical distancing is important

I have often seen it referred to as “Social Distancing” but I believe that this is the wrong name for it. It is crucial that we maintain a physical distance from anyone who does not live in our home with us; but as human beings, we are inherently social beings, and we require social interactions with other human beings to maintain our mental health. We just can’t do it in person for the time being. Phones are the obvious choice, but video chatting is even better.

We are accustomed to seeing each other, and seeing one another on a screen is certainly better than nothing.

Don’t be afraid to embrace new technologies. Use Skype, Facetime, or other video-chatting software to keep in contact with your friends and family. Check in with people who are living alone. Stay in touch, but be safe about it. We are all in this together.

But this too shall pass.

I expect that, even after this virus has been virtually eliminated, there will be some permanent changes to the way that we work and interact with each other. Health care workers working in multiple facilities, sitting in a waiting room full of sick people when you are sick yourself, and even shaking hands or hugging. These are all unsafe at this point in time, and these practices may well become obsolete moving forward.

In any event, stay physically isolated – but not socially isolated – stay safe, and stay healthy!

To arrange for a private online review of your current investments and financial plan – from the comfort of your own home – click here:

Book Online Meeting