October 2019
Define.Plan.Achieve
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We're always learning...
Part of being an effective advisor is keeping up with the world of finance and learning new things. Greg attends many conferences and continued education sessions to ensure that you receive the best advice possible.

In September, Greg attended the iA Securities Advisor Summit in Quebec City. He wanted to share some of his learnings with our valued clients.

One of the highlights of the conference was a presentation by Clement Gignac, Senior Vice-President and Chief Economist at iA Financial Group.
Here is a summary of Clement's presentation:

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How We Age
Steps we can take to control our quality of life as we get older- by Dr. Michael Apkon
Shared with permission from Manulife Solutions

A long, happy, and healthy life is, perhaps, our most fundamental aspiration. Many of us put significant thought into planning a path that keeps us vigorous and active as we move along the arc of our lives.

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Here's Why You Shouldn't Be Chasing Bond Fund Returns
Shared with permission from iA Wealth

The initial inversion of the U.S. 10-year/2-year yield curve in early August triggered all sorts of chatter about how a recession is nigh and acted as a gut-punch to equity markets.


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Yield Curve Inversions are not Necessarily Bad for Equity Returns
Shared with permission from iA Wealth

The Dow Jones Industrial Average plummeted 800 points on August 14 as the yield on the U.S. 2-year Treasury note traded, for a short period of time, above that of the 10-year Treasury note.

What to consider if you are retiring gradually
Shared with permission from CI Investments

According to the 2016 census, one in five Canadians aged 65 and over were working, with 30% of this group working full time. Some continued in their regular jobs, while others became consultants, entrepreneurs and new business owners

“Will selling my house help me retire sooner—and more securely?”

Karen divorced at 55 and worries about carrying mortgage debt when she retires. At the same time, she thinks rent may cost more than she pays now. A comparison of the two scenarios will help her decide.
MoneySense answers the question.

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Helping you grow, protect and leave a legacy

This information has been prepared by Greg Frost who is an Investment Advisor for HollisWealth®. The material contained does not necessarily reflect the opinion of HollisWealth. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces in which they are registered. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. For more information about HollisWealth, please consult the official website at www.holliswealth.com . Insurance products provided through Hollis Insurance.