Wealth Management & Estate Services - Fieldhouse Capital

09/07/2026

Getting Married

A wedding is one of life's great milestones. The financial plan you build together afterward is another one.

Marriage is a good time to look at everything; Beneficiaries, insurance, savings accounts, and what your shared goals actually are. The earlier you align, the better positioned you'll be for every chapter that follows.

Call Fieldhouse at 250-596-6511. We help couples plan for what comes next.
https://www.johnkason.com
https://www.koltinchasse.com

09/04/2026

Buying Your First Home

For many people in Prince George, owning a home is one of the biggest goals there is.
A First Home Savings Account (FHSA) may help eligible first-time home buyers save toward a down payment in a tax-efficient way.

Eligibility and tax treatment depend on individual circumstances — speaking with an advisor is the best first step.

Ready to learn more? We're at 1553 3rd Ave, Prince George. Call 250-596-6511.

https://www.johnkason.com
https://www.koltinchasse.com

09/02/2026

Moving In Together

Combining lives is exciting. Combining finances takes a little more planning.

When two people move in together, their money moves in too. Different spending habits, different savings goals, different ideas of "enough."

Getting on the same page early can make a real difference.

We help couples build a financial plan that works for both of them.

Call 250-596-6511 to start the conversation or visit us at 1553 3rd Ave.
https://www.johnkason.com
https://www.koltinchasse.com

08/31/2026

The First Paycheque

Your financial life starts with a single step and that first paycheque matters more than most people realize.

A Tax-Free Savings Account (TFSA) may be one of the most flexible tools available to you. You can save, invest, and withdraw all without paying tax on growth. The earlier you start, the longer it works in your favour.

Not sure where to begin? That's exactly what we're here for.

Call us at 250-596-6511 or stop by the office at 1553 3rd Ave, Prince George.
https://www.johnkason.com
https://www.koltinchasse.com

08/21/2026

How is my portfolio actually being managed?

Discretionary portfolio management allows a portfolio manager to make investment decisions within an agreed investment mandate, helping ensure portfolios remain aligned with long-term objectives and are not driven by short-term market emotions.

A few areas worth understanding:

Income vs. Growth Assets
Different investments serve different purposes. Separating assets designed for income from those intended for long-term growth can help create a more disciplined portfolio structure.

Asset Location Matters
Where investments are held can be just as important as what is held. TFSA, RRSP, and non-registered accounts each have unique characteristics that may influence overall outcomes.

True Diversification
Many mutual fund portfolios hold underlying investments that overlap significantly. Looking beyond the fund name to understand actual holdings can provide valuable insight.

The Impact of Fees
Investment costs compound over time just as returns do. Understanding the complete fee structure of any investment arrangement is important.

At our Prince George Family Office, we assist in building and managing discretionary portfolios with transparency, discipline, and a long-term perspective.

1553 3rd Ave. Prince George, BC V2L 2A2
Call: 250-596-6511

If you'd like to have a more informed conversation about your financial future, we'd be happy to connect.

This information is provided for general educational purposes only and does not constitute investment advice. Investing involves risk, and returns are not guaranteed. Tax considerations depend on individual circumstances.

07/31/2026

A little refresh on our websites this summer check them all out at www.johnkason.com and www.koltinchasse.com . big thank you to the team King-George Amoako and Jared Hirt for their efforts

Koltin Chasse, Portfolio Manager with Fieldhouse Capital Management Inc. — full-service wealth management in Prince George, BC.

07/17/2026

You Can Still Retire Well, Even in Times of Uncertainty. Call: 250-596-6511

A change in circumstances doesn't have to change your future.

Whether you're facing a career transition, receiving a severance package, or simply looking for greater financial confidence, we're here to help you stay focused on what matters most: your long-term goals.

Today's decisions can have a lasting impact on tomorrow's retirement.

Let's create a plan that keeps your future moving forward.

Book your complimentary consultation today. Call: 250-596-6511

07/15/2026

JUNE PERFORMANCE OUTLOOK – STRATEGIC INCOME FUND

Our Strategic Income Fund stood on its own through the month of June. The Fund suits lower-risk investors, or those who want to target consistency of returns over the longer term in a diverse range of debt and income markets. By investing in a mix of higher-yielding securities, including real estate, corporate and government bonds, and exempt income-oriented instruments, we aim for consistency and liquidity that retirees need.

This includes:
Traditional Assets:
• Corporate Bond
• Preferred Shares

Alternatives:
• Alternative Debt Strategies
• Private Credit
• Real Assets (Commodities, Real Estate, Infrastructure)
• Cash & Liquidity: Tactical allocation for flexibility and stability

• Month of June 2026: -0.2%
• Year-to-Date (YTD): -2.3% (as of June 30, 2026)

With a low-to-medium risk rating, the Strategic Income Fund attempts to tilt towards alternative income strategies and products.

Feel free to reach out if you’d like to learn more.

Disclosure: Past performance may not be indicative of future results. This post is for informational purposes only and does not constitute investment advice or an offer to buy or sell any securities. Please review the attached report for complete performance data, methodology, and other important disclosures.

07/15/2026

JUNE PERFORMANCE OUTLOOK - ENHANCED PENSION PLUS FUND

Our Enhanced Pension Plus (EPP) Fund limited losses through the end of June despite broader market volatility. The Fund follows a multi-strategy approach, partnering with specialist managers and allocating across both traditional and alternative asset classes. This includes:

Equities & Fixed Income:
• Domestic and global exposure through curated pension-style managers

Alternatives:
• Alternative Debt Strategies
• Private Equity
• Global Hedge Strategies
• Real Assets (Commodities, Real Estate, Infrastructure)
• Cash & Liquidity: Tactical allocation for flexibility and stability

This diversified mix is designed to target reduced volatility and enhanced long-term returns.
• Month of June 2026: -0.7%
• Year-to-Date (YTD): 1.6% (as of June 30, 2026)

Also in June, the TSX was flat while the S&P 500 fell by nearly 1%, and the NASDAQ shed over 2.5%. With a medium-risk rating, the Enhanced Pension Plus Fund attempts to weather volatility and maintain consistent growth.

Feel free to reach out if you'd like to learn more.

Disclosure: Past performance may not be indicative of future results. This post is for informational purposes only and does not constitute investment advice or an offer to buy or sell any securities. Please review the attached report for complete performance data, methodology, and other important disclosures.

07/04/2026

Stop doing chores and get ready to cheer .

It’s time to rally behind Canada Soccer’s Men’s National Team!

The Government of Canada has partnered with the City of Ottawa to host a free watch party at the Ottawa Bluesfest site at LeBreton Flats Park for the historic Canada vs. Morocco FIFA World Cup™ game on Saturday July 4 at 1 p.m. ET.

https://www.canada.ca/en/canadian-heritage/news/2026/07/government-of-canada-to-host-free-watch-party-for-fans-to-cheer-on-canada-soccers-mens-national-team-in-partnership-with-the-city-of-ottawa-at-lebr.html