Client Letter – 2022-Q2 (Client Dashboard)

Q2 2022 Client Communication

Your account statement for the quarter ending June 30, 2022, have been posted. Your account statement includes transactions that occurred in your account(s) from April 1 through June 30, 2022. To view your statement, go to My Accounts > My Documents > Account Statements.

If you have any questions or require more information on your reports, please contact me.

New Account Statement Design

When you review your account statement, you’ll notice some changes. We’ve introduced a few modifications to make it easier for you to find the information you need. The account statement document is now divided into three separate sections:

  • Account Statement
  • Performance Report
  • Charges and Compensation Report

Mid-year Financial Review

Summer is always a good time to schedule a mid-year financial review, and with the recent volatility in the markets, you may have questions about your investments. Whether you have specific concerns, your goals have changed, or you simply want to check in, don't hesitate to get in touch with me.

I also encourage you to read our coverage of Managing Risk in Volatile Times. We discuss the importance of staying invested through the market's ups and downs as well as how your portfolio can benefit during periods of volatility from proven investment strategies such as dollar-cost averaging and asset diversification. If you have questions, please reach out.

Are You Taking Out or Renewing a Mortgage?

If you're looking to take out or renew a mortgage this summer, you may have questions about the rates you're seeing posted by mortgage lenders. Interest rates—and, therefore, mortgage rates—have been rising, and the Bank of Canada has signaled more increases are on the way.

We can help you navigate the current mortgage-rate environment and make the best decision for you and your family. We can also assist you with obtaining and refinancing a mortgage. Contact me today for more information.

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