May 5, 2020 | Newsletters
We hope this newsletter finds everyone healthy and happy. One benefit of a global crisis like this comes from the opportunity to re-focus ourselves on the things that matter most in life. Of course our investments matter too and that is why this newsletter is a bit...
Oct 28, 2019 | Newsletters
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!...
Oct 28, 2019 | Newsletters
We may be biased but, this newsletter is packed full of great information and education! Two new additions to the newsletter that will be included regularly are: 1) Recession Watch 2) Key Charts: A picture is worth 1000 words Coach’s Corner talks about the role cash...
Apr 17, 2019 | Newsletters
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...
Jan 28, 2019 | Newsletters
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...
Nov 19, 2018 | Newsletters
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...
