The end of 2019 also brings the end of this decade. Now, more than ever, we feel that pro-active investment management by a team of advisors is a recipe for success. At OWA, we look forward to serving you for the next decade as well, whatever it has in store for us!

You’ll find this edition of our newsletter to be shorter and hopefully easier to consume. We have tried to reduce the amount of “information overload”. Be sure to check out our latest Recession Watch metrics.

With December looming on the calendar, this edition of Coach’s Corner talks about a few key things to consider from a year-end planning standpoint As we all know way too well by now, Canada’s election is just around the corner. Our investment team has been considering recommending an increase to your Canadian allocation.

With global economic uncertainty elevated, we have been playing more defense in client portfolios, by raising cash from equity holdings, as well as making sure that ‘safety’ buckets are full.

Investing in “alternatives” is new for the average investor, but not for large institutional pools of money like the Canada Pension Plan. Alternatives provide options for diversifying and managing risk that are different than traditional equity and fixed income.

Please feel free to call us to discuss any parts of this newsletter, or other topics that are important to you.


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