First Quarter 2019 Update

Spring seems to have arrived – nice to get a tease of the Okanagan Summer and we have witnessed a healthy spring in our portfolio values as well! The quote on the front of our last newsletter was: “This too shall pass”, and we are happy to report that market...
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Fourth Quarter 2018 Update

This newsletter summarizes some of what happened in 2018 and looks forward to 2019, provides some insight on Tax Free Savings Accounts where contribution limits have been raised to $6000 for 2019 and looks at how our core holdings performed with a volatile end to...
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Third Quarter 2018 Update

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...
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Second Quarter 2018 Update

Okanagan Wealth Advisors first guiding principle is to educate and inform. We believe this update raises the bar for excellence in client communication, which is another guiding principle of ours! A special treat in this update comes in video format with our favorite...
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First Quarter 2018 Update

Is it safe to say that Spring has finally arrived? That was a long Winter. The end of which comes with tax season. Come on May flowers! Markets bounced around a lot more in the first quarter of 2018 than they did at any time in 2017. How were our returns? How were our...
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Fourth Quarter 2017 Update

The goal with our newsletters is to be both informative and interesting – a delicate balance! This issue focuses on summarizing 2017 and looking forward to 2018. Our monthly income investments performed very well in 2017 resulting in an income raise from many of our...
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