Crake Fowell Wealth Management

Crake Fowell Wealth Management A Team of Investment Advisors
TD Wealth Private Investment Advice
Intended for Canadian residents and does not constitute advice. Disclaimers below.

👔 Happy Father's Day to all the incredible dads, grandfathers, and father figures who lead with strength, love, and unwa...
06/19/2026

👔 Happy Father's Day to all the incredible dads, grandfathers, and father figures who lead with strength, love, and unwavering dedication 💙

This weekend we celebrate the quiet sacrifices, the life lessons, and the moments that help shape who we become. Guidance, support, being there when it matters most, fathers everywhere your impact is lasting and deeply appreciated 👨‍👧‍👦

Wishing you an amazing weekend creating memories with those who matter most ✨

Consistency, patience and time often work together.In this hypothetical example, if you invested $500 every month for 50...
06/15/2026

Consistency, patience and time often work together.

In this hypothetical example, if you invested $500 every month for 50 years and earned a 5% annual return, your savings could reach nearly $1.28 million.

Contributions would equal just $300,000 of this total, while investment growth would account for the largest share — about $979,000.

The key to maximizing the power of compound growth? Start saving as early as possible, make regular contributions and keep your money invested.

SpaceX. OpenAI. Anthropic. The next major IPO wave is loading, and it could shake up the tech leaderboard.TD Epoch's Kev...
06/14/2026

SpaceX. OpenAI. Anthropic. The next major IPO wave is loading, and it could shake up the tech leaderboard.

TD Epoch's Kevin Hebner points to these companies as catalysts for disruption. He tells Kim Parlee that today's top 20 global tech companies could be displaced by 2035 – not unlike what we've seen in previous tech cycles.

If you compare Jan. 2000 to June 2026, only four companies remain in the top 20.

🎧Watch or listen to the full podcast episode "Rockets, AI and trillion-dollar valuations – welcome to the new IPO era" here:
Spotify: https://open.spotify.com/episode/6dJhf3EjHNvK0JV4ELpY1W?si=TcWqkzFZR0mvwLggbKTliw
Apple: https://podcasts.apple.com/ca/podcast/rockets-ai-and-trillion-dollar-valuations-welcome-to/id1810251697?i=1000771059501
MoneyTalk: https://www.moneytalkgo.com/video/rockets-ai-and-trillion-dollar-valuations-welcome-to-the-new-ipo-era/

06/12/2026

🏡 Cottage Succession: Protect the Memories… and the Legacy ✨

For many families, the cottage isn't just real estate… It's where lifelong memories are made 💙

But passing it on to the next generation? That takes careful planning! Without a strategy, a meaningful legacy can quickly turn into unintended complications 👇 Things to consider:

✅ Capital gains tax – When a cottage is transferred, it's often treated as if it was sold at market value, potentially creating a significant tax bill 💸

✅ Family dynamics – Shared ownership can lead to disagreements around usage, costs, and long term decisions 🤝

✅ Liquidity – If there's not enough cash in the estate, the cottage may need to be sold just to cover taxes 😬

✅ Planning options – Trusts, insurance, or structured ownership can help reduce complexity and preserve harmony 🧩

✨ The goal isn't just to pass down the property. It's to pass down the experience, the tradition, and the family connection.

📩 If keeping the cottage in the family is important to you, let's talk about strategies to do it the right way.

06/11/2026

🤖 Rockets, AI and trillion dollar valuations… Welcome to the new IPO era

After a long stretch of muted IPO activity, the market conversation is shifting again. This new wave isn't being driven by traditional business models alone, it's being fueled by innovation, scale, and ambition.

From space infrastructure to artificial intelligence, the companies preparing to go public are aiming to reshape entire industries 🌍 The opportunity is exciting, but so is the level of expectation.

When valuations reach extraordinary levels, investors have to look beyond the headline and ask the bigger questions:

✅ Is the growth durable?
✅ Is the business model scalable?
✅ Can future earnings justify today's optimism?

Innovation can create incredible long term opportunities but discipline still matters. In every market cycle, separating excitement from fundamentals is what helps investors stay grounded.

The next IPO era may be bigger, faster, and more transformative than anything we've seen in years. The real question is which companies will live up to the hype?

SpaceX's upcoming initial public offering (IPO) is expected to be the largest in U.S. history.But just how big could it ...
06/10/2026

SpaceX's upcoming initial public offering (IPO) is expected to be the largest in U.S. history.

But just how big could it be compared to past record holders?

To find out, we ranked the largest U.S. IPOs in history (USD), adjusted for inflation to April 2026. The top three were:

• Enel S.p.A. (1999): $33B
• Alibaba (2014): $30B
• Visa (2008): $28B

If SpaceX's IPO meets its $75B target, it would be more than twice the size of the current record holder.



Want to learn more about IPOs? We've got you covered:

https://www.td.com/ca/en/investing/direct-investing/articles/ipos

06/10/2026

SpaceX, OpenAI and Anthropic are driving a new IPO boom with stratospheric valuations. Is this the start of a new industrial era or early signs of a potential bubble?

TD Epoch's Kevin Hebner and TD Asset Management's Michael Craig join Kim Parlee to talk about what investors need to know.



Watch or listen to the full podcast episode "Rockets, AI and trillion-dollar valuations – welcome to the new IPO era" here:

Spotify: https://open.spotify.com/episode/6dJhf3EjHNvK0JV4ELpY1W?si=TcWqkzFZR0mvwLggbKTliw

Apple: https://podcasts.apple.com/ca/podcast/rockets-ai-and-trillion-dollar-valuations-welcome-to/id1810251697?i=1000771059501

MoneyTalk: https://www.moneytalkgo.com/video/rockets-ai-and-trillion-dollar-valuations-welcome-to-the-new-ipo-era/

06/09/2026

🏡 Just got a mortgage? Don't forget to protect it!

Buying a home is one of the biggest financial decisions you'll ever make, but have you thought about what happens if life throws the unexpected your way 🤔

Here are a few key types of insurance to consider:

✅ Life Insurance – Helps pay off your mortgage if something happens to you, so your loved ones can stay in the home 💙

✅ Disability Insurance – Covers mortgage payments if you're unable to work due to illness or injury 🛠️

✅ Critical Illness Insurance – Provides a lump sum to help manage mortgage costs if you're diagnosed with a serious illness ⚕️

✅ Mortgage Protection Insurance – Specifically designed to pay down or cover your mortgage balance in certain situations 🏠

💡 Remember: Some insurance protects you and your family, while others protect the lender, it's important to understand the difference.

The right strategy depends on your goals, family situation, and overall financial plan.

📩 If you're unsure what's right for you, let's connect, we are happy to walk you through your options.

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North York, ON
M2N6L7

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