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Fourth Quarter 2018 Global equity markets finished 2018 having delivered their worst annual declines since the 2008 financial crisis. It was the worst December since the great depression. Volatility returned and investors, driven by uncertainty, remain pessimistic. Many will remember the past...

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Please click the play button to listen to the Market Insights Voice Broadcast from Ken Gordon on November 13, 2018. For Internet Explorer [mp3_embed blog_plyrs="3" shuffle="yes" mp3highs="200" mp3wids="300" playlistfolder="2017march13" id="2" transparent="no" mp3_aligns="bottom"] For All Other Browsers (Safari, Chrome, Firefox) [audio mp3="https://www.verusfinancial.ca/wp-content/uploads/2018/11/VoiceBroadcast_Nov_2018f.mp3"][/audio] ...

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Please click the play button to listen to the Market Insights Voice Broadcast from Ken Gordon on May 28, 2018. For Internet Explorer [mp3_embed blog_plyrs="3" shuffle="yes" mp3highs="200" mp3wids="300" playlistfolder="2017march13" id="2" transparent="no" mp3_aligns="bottom"] For All Other Browsers (Safari, Chrome, Firefox) [audio mp3="https://www.verusfinancial.ca/wp-content/uploads/2018/05/VoiceBroadcast_May2018.mp3"][/audio] ...

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Please click the play button to listen to the Market Insights Voice Broadcast from Ken Gordon on April 05, 2018. For Internet Explorer [mp3_embed blog_plyrs="3" shuffle="yes" mp3highs="200" mp3wids="300" playlistfolder="2017march13" id="2" transparent="no" mp3_aligns="bottom"] For All Other Browsers (Safari, Chrome, Firefox) [audio mp3="https://www.verusfinancial.ca/wp-content/uploads/2018/04/VoiceBroadcast_April_2018.mp3"][/audio]...

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  Third Quarter 2017   The Catch Up Trade Is Happening As discussed, in our second quarter Wealth Notes we suggested that the Canadian market would play catch up to the U.S. markets. That's exactly what happened in the third quarter of...

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Please click the play button to listen to the Market Insights Voice Broadcast from Ken Gordon on March 13, 2017. For Internet Explorer [mp3_embed blog_plyrs="3" shuffle="yes" mp3highs="200" mp3wids="300" playlistfolder="2017march13" id="2" transparent="no" mp3_aligns="bottom"] For All Other Browsers (Safari, Chrome, Firefox) [audio mp3="https://verusfinancial.ca/wp-content/uploads/2017/03/VoiceBroadcast_Mar2017_reduced.mp3"][/audio]...

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Please click the play button to listen to the Market Insights Voice Broadcast from Ken Gordon on January 10, 2017. For Internet Explorer [mp3_embed blog_plyrs="3" shuffle="yes" mp3highs="200" mp3wids="300" playlistfolder="2017january10" id="2" transparent="no" mp3_aligns="bottom"] For All Other Browsers (Safari, Chrome, Firefox) https://verusfinancial.ca/video_broadcast_jan10_2017/...

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Please click the play button to listen to the Market Insights Voice Broadcast from Ken Gordon on December 1, 2016. For Internet Explorer [mp3_embed blog_plyrs="3" shuffle="yes" mp3highs="200" mp3wids="300" playlistfolder="2016december1" id="2" transparent="no" mp3_aligns="bottom"] For All Other Browsers (Safari, Chrome, Firefox) https://verusfinancial.ca/voicebroadcast_dec1_2016/...

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  Third Quarter 2016   Our overweight call on Canada is paying off The S&P/TSX Composite Index gained 0.88% through the month of September, lead by energy and materials. Of the 247 stocks in the index at month end, 140 stocks appreciated and 107...

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  Second Quarter 2016   The second quarter began with the same positive tone that commenced mid-way through the first. Crude oil continued to rally, breaking through the psychological US$50/bbl level for a brief time. Strength in the energy and materials sectors fuelled...

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Aftermath of UK Referendum Shane Jones, Chief Investment Officer, Global Portfolio Advisory Group, Scotia Capital Inc., Friday, June 24, 2016 UK Referendum delivers surprise to global markets Overnight the UK population voted to leave the European Union which has surprised global markets as...

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Bubble Economy or Not? Credit Bubble Bulletin, April 9, 2016 "The US economy has made tremendous progress in recovering from the damage from the financial crisis. Slowly but surely the labor market is healing. For well over a year, we have averaged...

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CMHC warns about Vancouver Prices rising too fast even for city's strong economy, federal agency says By Tamsin McMahon, Report on Business, April 28, 2016 Canada’s federal housing agency is finally joining the chorus of housing market analysts raising red flags about...

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At Verus Financial we provide superior wealth management solutions with integrity, passion and a relentless commitment to goal attainment. We take great pride in providing exceptional service and we value the relationships we’ve developed with our clients. At the end of...

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  First Quarter 2016   A Wild Ride Congratulations, you have just survived one of the most volatile quarters in years. An indiscriminate sell-off to start the year wiped out trillions in global stock values before buyers rushed in and restored nearly all that...

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Please click the play button to listen to the Market Insights Voice Broadcast from Ken Gordon on January 11, 2016. For Internet Explorer [mp3_embed blog_plyrs="3" shuffle="yes" mp3highs="200" mp3wids="300" playlistfolder="2016january11" id="2" transparent="no" mp3_aligns="bottom"] For All Other Browsers (Safari, Chrome, Firefox) http://veruswealthmanagement.com/wp-content/uploads/2016/01/Voice-Broadcast-Jan-11-2016.mp3...

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  Fourth Quarter 2015   The Perfect Storm Canadian stocks in 2015 turned in their poorest annual performance since the start of the financial crisis in 2008, leaving investors rattled and some market strategists convinced the worst is over. The country’s benchmark index,...

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Please click the play button to listen to the Market Insights Voice Broadcast from Ken Gordon on December 16, 2015.   For Internet Explorer [mp3_embed blog_plyrs="3" shuffle="yes" mp3highs="200" mp3wids="300" playlistfolder="2015december16" id="2" transparent="no" mp3_aligns="bottom"] For All Other Browsers (Safari, Chrome, Firefox) https://verusfinancial.ca/wp-content/uploads/2015/12/Voice-Broadcast-Dec-16-2015.mp3...

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  Third Quarter 2015   The third quarter was a frustrating period for many market participants. Investors have been stuck in a holding pattern waiting for an interest rate decision and the lack of policy direction has contributed to higher volatility. In mid-September,...

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Investment Strategy Notes from Nick Majendie, CA | Director, Wealth Management | ScotiaMcLeod Senior Portfolio Manager, with responsibililty for advising the Verus Dividend Growth, Verus Defensive Income and Verus High Income mandates Implications of the Chinese currency moves Stock Market Outlook...

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Shane Jones – Chief Investment Officer, Portfolio Advisory Group Andrew Mystic – Director, Fixed Income, Portfolio Advisory Group Market sentiment has assumed a decidedly risk-off tone in recent days prompting what we believe is a global equity market correction. Below...

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Equity markets entered into panic selling mode late last week. We saw declines of 530 points on the Dow Jones Industrial Average and nearly 65 points on the S&P 500 Index on Friday, August 21st. Equity futures were sharply lower...

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Investment Strategy: Although the recent turmoil rekindles memories of past crises, this is not a repeat of 2008-2009 • Equities: Exceptionally high market volatility has pushed many investors that were previously wary into outright panic mode. While we remain cautious and...

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  Second Quarter 2015   LOOK FOR 'DEFENSE' INSTEAD OF 'OFFENSE' The early-year weakness in some of the advanced economies is giving way to improving performances. Expectations are again building that global activity may finally achieve a higher growth trajectory. Nonetheless, the myriad of...

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  First Quarter 2015   NORTH AMERICAN FUNDAMENTAL COMMENTARY CANADA The first quarter of 2015 has revealed softer-than-expected economic data, with persistent commodity price weakness dragging on growth. GDP is likely to advance less than 2% this year, following 2½% growth in 2014. Employment grew...

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TFSA - Annual contribution limit is currently $10,000 per year. - Tax in respect of over-contributions is one percent per month on the highest excess contribution at any time during the month - Withdrawals in a year will be added to contribution...

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Canada Pension Plan (CPP) The CPP is a federal program that provides pensions to qualified contributors in retirement. Any benefits paid by the CPP are taxable both federally and provincially. CPP operates throughout Canada. Quebec has its own similar but not...

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Old Age Security (OAS) OAS is a federal government program that provides a basic amount of retirement income to all individuals who meet certain residency requirements. The amount of OAS that you receive is not dependent on your past employment or...

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Propterty Tax Deferment The ministry is no longer accepting 2014 tax deferment applications on renewal forms. The new 2015 tax deferment application forms and guides will be available on May 19, 2015 on www.gov.bc.ca/propertytaxdeferment Annual Statement of Account and 2015 Renewal forms...

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  Fourth Quarter 2014   As 2015 gets underway, investors face a divided landscape; an improved U.S. economy and weakness just about everywhere else you look. But unlike the past year when U.S. markets were the place to be, many are concerned about the...

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The Worst is Over… Just Waiting for the Dust to Settle Energy Sector Update: The Worst is Over… Just Waiting for the Dust to Settle The dramatic decline in global oil prices caught most by surprise. The drop has been precipitated by...

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A Savings Plan for All Canadians for Their Future How the Tax-Free Savings Account Works - Starting in 2009, any individual (other than a trust) who is resident in Canada and 18 years of age or older accumulates annual contribution room of...

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Verus North American Dividend Mandate (VNAD) November 28, 2014 In light of the overwhelming volatility in the Energy sector, I wanted to communicate our thoughts on exposures in the Verus North American Dividend Mandate. The S&P/TSX Capped Energy Index has declined 30.2% since...

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  Third Quarter 2014   Global Growth — Still Out Of Synch And Out Of Sorts The global economy’s sixth year of expansion is off to an inauspicious start, with diverging economic performances still the rule rather than the exception. Global growth remains sub-par...

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  Second Quarter 2014   In the second quarter of 2014, we saw a continuation of the upward trend established by the markets over the past 12 months. Despite the economic slowdowns caused by one of the coldest winters on record, which extended...

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  First Quarter 2014   Spring thaw brings bounce back in economic data, but markets likely to move side-ways in near-term Back in February, we were perplexed at the parallel upward moves in equities, gold, and bonds. We suggested that the loss of momentum...

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As we settle in to October, we’re now three quarters through a very eventful 2012. I’m writing to provide perspective on what’s happened this year and to share my thoughts on how to position portfolios for the period ahead. This year...

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  Second Quarter 2012   Bill Murray’s Back with Groundhog Day 2 Today’s financial marketplace is starting to resemble 1993’s Blockbuster, Groundhog Day, where Bill Murray, an egocentric weatherman on a hated assignment finds himself repeating the same day over and over again. Investors...

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  First Quarter 2012   Neither Too Hot Nor Too Cold Global equities posted strong gains in the first quarter of 2012 and finally outperformed bonds. The S&P 500 had its biggest first quarter rally since 1998, closing up 12.59%. All three major U.S....

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  Fourth Quarter 2011   Canada’s benchmark stock index suffered its first yearly decline in three years in 2011, the 11.1% fall on the resource-heavy index reflecting months of political turmoil starting with the Arab Spring and ending with a fourth quarter that...

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Verus Financial   Adding value since 1985 You've worked hard to get where you are and you need a strategic research and wealth management team that has your best interests in mind. With over 155 years of combined financial experience and a vast...

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  First Quarter 2010   Even after the Olympics, the world is still singing O’ Canada. The Canadian economy is in the sweet spot in today’s global economy and foreign investors cannot get enough of our currency, equities, commodities and even our government...

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