Jim French MFA, CFP, CPA
1361 Grandview St. N. L1K 0G1 Oshawa, ON, Canada

This is why I use my education & experience to help fellow Canadians learn how to move ahead financially. If you have questions, ask. I want to help.

Registration is now open for our first ‘Perspectives on Wealth’ live webcast series. On April 30th , our experts will discuss the Canadian government’s #COVID19 Economic Response Plan and share advanced financial planning strategies for these uncertain times. Register now at: ow.ly/POmB102em2L

We are here to help you navigate uncertain times and stay focused on long-term goals. As one of IG's asset managers, Samantha provides J.P. Morgan’s analysis of what’s currently happening in global markets and why the current situation is so unique. #IG ow.ly/ZUOE102ejCT

Whether you’re a new or an experienced investor, investing in a diversified multi-asset portfolio removes the guesswork of how to successfully invest over the long term. In many instances, the top-performing asset category changes every year. As well, asset categories that are among the best one year could be among the worst the next, while others can remain somewhat consistent year over year. By diversifying across different asset classes and investment styles, investors can offset risk and increase portfolio returns by balancing exposure in both positive and negative market environments.

Short video from our investment partners at Blackrock, sharing their economic views for the remainder of 2020! https://players.brightcove.net/pages/v1/index.html

For 2020, your team is focusing on financial literacy for our clients, their friends, and their families. Check out our complimentary Seminar Series for this year, and share with everyone you know! RSVP to [email protected] or call 905-443-1200.