Something new you’ll find in this edition is a closer look at just what is: Okanagan Wealth Advisors. We provide more services than people often know so we wanted to formally, re-introduce ourselves!
Interesting is one of many words we can use to describe markets this year. Read our market commentary to get up to speed on important things that are happening.
Our Performance Commentary shows benchmark returns year-to-date. We have decided to make this something included in every newsletter so that you have a proper yardstick to measure against.
We share an important update on Sentry Investments that everyone should be aware of. We also introduce a new growth fund to our Canadian short list.
Coach’s Corner again looks at bonds, the role they play in your portfolio and the various things to consider when reviewing the ‘safety’ part of your portfolio.
Sharmon recently celebrated 27 years working at our office. We all love Sharmon, staff and our family of clients alike. We are all blessed to have her on our collective team!
The performance of your core holdings versus their benchmarks can be found in the last couple pages.
Fall is upon is, such beautiful colours this time of year!