“The Challenges of a Financial Planner”

11 April, 2016

“The Challenges of a Financial Planner”

This spring semester at VIU, I discovered that the CFP courses (Certified Financial Planner) were being offered as part of the university curriculum. My more immediate interest and passion is towards the investing side of the business, but this... Read More

Loonie Troubles: Currency Fluctuation: How Does it Affect Your Investment Portfolio?

11 April, 2016

The Canadian dollar has fallen back down to earth, tumbling from $0.93 CDN/US$ in July, 2014, to just over $0.71 in January of 2016.* So, how does this affect your investment portfolio? For this instance, let’s look at the relationship between the... Read More

JWM’s Charitable Endeavours: What if…we could make a difference?

10 April, 2016

At JWM, we believe we really can make a difference in the world. We believe that each person has the ability to create positive change, whether by participating actively or by donating to charities that will act on our behalf. We also believe that it... Read More

JWM Q2 Market Commentary: “Oil’s Slow Recovery and the Upcoming U.S. Election”

9 April, 2016

2016 began with a rough start in the equity markets. Continued decline in oil prices and concerns over instability in the Chinese stock markets drove global markets near correction territory, which is usually thought of to be a decline of 10% or more... Read More