Richardson GMP
JULY 2016
 

The West Coast Trail

by Neil

In June, four friends and I had the opportunity to hike the West Coast Trail. It was something that was on each of our bucket lists and we had discussed doing it for several years, but coordinating schedules always was an issue.

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Market overview: Mawer

The second quarter of 2016 was dominated by the buildup and final tally of the referendum vote heard across the world — Brexit.

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Market observer: Canso

John Carswell is the senior Portfolio Manager for the Lysander-Canso Corporate Value Bond Fund. Here is the summer edition of his “Market Observer”.

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Cottage succession

At some point cottage owners will face the financial and emotional challenges of selling or transferring their cherished family asset. Here are two pieces on the topic, one from Richardson GMP and the other a recent piece from the Financial Post.

 

Potluck Café

Planning an event, family gathering or even a simple business luncheon? Potluck Café can help with delicious, attractively assembled and wholesome food delivered to you. If you have attended any of our lunches over the last number of years, chances are you’ve eaten their fabulous food.

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Jefferson|Steele

Dwight Jefferson, CIMA®
Senior Vice President
Portfolio Manager
Tel.: 604.640.0555 • Email

Tyler Steele, CFA
Senior Vice President
Portfolio Manager
Tel.: 604.640.0554 • Email

Paul Rietkerk, CIM, FMA
Portfolio Manager
Tel.: 604.640.0562 • Email

Neil Kumar, CIM®
Portfolio Manager
Tel.: 604.640.0406 • Email

Wendy Lloyd
Associate
Tel.: 604.640.0556 • Email

Jessica Dewey
Associate
Tel.: 604.640.0405 • Email

Brenda Geib, BA
Associate
Tel.: 604.640.0559 • Email

Richardson GMP Limited
500 – 550 Burrard Street
Vancouver, BC V6C 2B5

Toll Free: 1.866.640.0400
Fax: 604.640.0300

www.JeffersonSteele.ca

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The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson GMP Limited or its affiliates. Assumptions, opinions and estimates constitute the author's judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own legal or tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances. Insurance services are offered through Richardson GMP Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Additional administrative support and policy management are provided by PPI Partners. Richardson GMP Limited is a member of Canadian Investor Protection Fund. Richardson is a trade-mark of James Richardson & Sons Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.