SEPTEMBER 2017
Congratulations Eddie!
I am pleased to announce that Eddie Gudewill, who joined Jefferson|Steele Partners in June, has been granted his Portfolio Manager license by the Canadian Securities Institute. As a CFA charter holder, he has extensive education and practical experience that have qualified him for this designation. He is a valuable addition to our team and can now take on a discretionary portfolio management role.
Eddie will also join Tyler, Neil, and me as a member of our Asset Allocation and Investment Due Diligence committees.
Congratulations Eddie!
Dwight Blockchain Revolution, by Don Tapscott Book review by Dwight
To quote the authors, “the technology likely to have the greatest impact on the future of the world economy has arrived, and it’s not self-driving cars, solar energy, or artificial intelligence. It’s called the blockchain.” Read full article How Neil, Eddie and Jessica spent their summer vacations Read about Neil’s time canoeing in the Yukon and hiking on Vancouver Island, Eddie’s fishing trip, and Jessica’s trip to Europe. Click on the links to read the full articles.
When is it time to sell the family home?
In large urban settings, this is a key question for many families, but it can be an especially poignant decision for elders, that is, those over 65 years of age, regardless of where they reside. When is the best time to sell this significant asset? Downsize to a bungalow? Move to a new condo? What about a retirement complex that provides extra services?
Read full article Barney Bentall and the Cariboo Express are coming Saturday, November 25 and we want YOU to join us!
The 12th annual Barney Bentall & The Cariboo Express concert in support of Potluck Cafe Society will be held at the Vogue Theatre in Vancouver on Saturday, November 25th, 2017 at 7:15 pm.
Read full article
|