Financial Advisor - Joshua Tse

04/25/2026

Despite these lingering concerns, markets have rallied as investors increasingly price out downside risks from the conflict and refocus on still healthy fundamentals around growth and corporate earnings.

How did the markets perform this week? Get the highlights and the latest economic news.

04/24/2026

I wanted to share an article featuring Julie Petrera, Director of Financial Planning at Edward Jones Canada, on the topic of Canadians struggling with retirement despite continuing to save.

People are saving, but they're uncertain about whether they're on the right track. This is where I can help.

I can work with you to develop an RRSP or retirement plan that prioritizes what matters most to you and adapts as your life changes.

If you’d like to talk through what this could look like for you, I’d be happy to connect.

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04/23/2026

If you’re building education savings through a Registered Education Savings Plan (RESP), the Canada Education Savings Grant (CESG) is one of the most valuable benefits.

The federal government adds 20% to your eligible contributions each year — up to $500 annually to a maximum of $7,200 per child. To receive it, you must contribute, but unused grant room can often be made up in future years.

If you want to maximize these opportunities, I can help you map out the right contribution strategy.

Reach out to book a meeting.

A tax-deferred savings account designed to help you save for qualified post-secondary education.

04/18/2026

Markets have rapidly priced out worst‑case risks, with easing oil pressures, stabilizing rates, and resilient earnings helping drive one of the fastest rebounds to new highs on record for the S&P 500.

How did the markets perform this week? Get the highlights and the latest economic news.

04/16/2026

Many people associate “financial planning” with investing, but there’s much more to it. Investing is an important tool, but real financial planning starts with understanding what matters most to you. I help clients look at their goals, the costs involved, how much they need to save, and how to protect what’s important along the way.

A strong plan brings together savings, spending, cash flow, risk management and long‑term priorities so your money supports the life you want to build.

If you’re ready to create a plan with purpose, reach out, I’m here to help.

04/11/2026

A ceasefire between the U.S., Iran, and Israel has sparked hopes for a durable de escalation in this conflict, driving oil prices lower and triggering a sharp rebound in equity and bond markets.

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04/09/2026

Open conversations about family finances can bring clarity and help everyone feel more confident about the future.

A structured family meeting is a great place to start. As your financial advisor and in partnership with our Client Consultation Group and Family Enterprise Advisors, I can help you prepare and guide the conversation so it’s productive and meaningful.

Reach out to book a meeting and start planning together.

Every family in Canada has its own structure, shared circumstances, memories, conflicts, beliefs and values that shape how they work and communicate to get things done. Strong family communication can help address concerns about providing support for loved ones and help establish financial security....

04/05/2026

🐰 Happy Easter! 🐣

During this hopeful time of year, may your basket overflow with happiness and your heart with peace. Wishing you a weekend of sweet treats and joyful moments with loved ones.

04/04/2026

Markets in the U.S. and Canada rebounded last week on hopes of de‑escalation, but uncertainty remains: Early optimism that the Iran conflict may wind down fueled a relief rally, though uncertainty around a clear off-ramp and ongoing risks to the Strait of Hormuz keep volatility and oil prices elevated.

How did the markets perform this week? Get the highlights and the latest economic news.

04/03/2026

Wishing you peace and reflection on this Good Friday.

Today is a time to pause and embrace hope. May your day be filled with gratitude, kindness, and moments of quiet renewal.

04/01/2026

With rising costs and ongoing market volatility, it’s understandable that money may feel stressful. A financial plan can provide clarity and help you feel more in control of your next steps.

My role is to work with you to build a plan that balances growth, protection and long‑term goals, so you can navigate uncertainty with greater understanding.

Reach out to book a meeting and let’s build a plan that strengthens your financial confidence.

03/31/2026

The transition from earning a paycheque to drawing from investments represents a significant shift. A structured financial plan can help transform uncertainty into clarity through a process that evolves with your life.

Effective retirement planning addresses multiple priorities:

• Housing decisions
• Travel goals
• Family support
• Preparing for unexpected costs

Regular reviews, at least annually or when circumstances change, ensure your plan reflects what's most important to you now.

This approach helps you prepare for milestones, curveballs, and cannonballs: the planned transitions, unexpected challenges, and major life events that require thoughtful reassessment. The result is confidence that your current spending and future goals can align.

At the end of the day, retirement income planning is about what your plan can enable, not what it will limit.

Let's build a retirement plan that supports what matters most to you. Reach out today to start the conversation.

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