Blair + Adrian Wealth Advisory - Wellington-Altus

10/31/2024

🎃 Happy Halloween, everyone! 🎃

We are wishing you a fun, safe, and spooky day!

07/30/2024

Blair + Adrian Wealth Management has been named to Wealth Professional Canada's list of 5-Star Advisory Teams for 2024.

07/23/2024

06/14/2024

Hey if you are a parent with kids in or near university age, you have probably been contributing to an RESP. Since your RESP time is nearly up but you have been contributing, why not consider continuing a contribution to your kids future by maintaining a contribution to a First Home Savings Account. Call us if you want to learn more.
https://advisor.wellington-altus.ca/blairadrianwealthadvisory/

Photo by Soroush Karimi on Unsplash

05/22/2024

The capital gains inclusion rate is about to change. This could be daunting for cottage owners who want to pass the cottage to the next generation.

There are solutions - we are here to help.

05/22/2024

We like the look of this

05/19/2024

With Buddies In Bad Times Theatre – I just got recognized as one of their top fans! 🎉

05/17/2024

Meet our summer student from George Brown College Luan

"My name is Luan Hoang Pham. I am currently pursuing a diploma degree at George Brown College in Toronto while completing an internship.

I have a passion for traveling and playing soccer, both of which bring a great sense of joy and adventure to my life. Exploring new places and cultures broadens my perspective, while soccer keeps me active and allows me to connect with others through a shared love of the sport.

Balancing my academic and professional pursuits with my hobbies keeps me motivated and engaged in all aspects of life."

We are very excited to have Luan on board for the next few months and to be a building block for his education and carreer.

Welcome Luan!

05/01/2024

We are happy to host our second webinar for 2024. The subject is Structured Notes.

Structured Notes are a great option for those looking for a reasonable return with a reduced risk to your principal.

Many of our clients own them and we personally think these things are the “bees knee's”, but admittedly they do take a bit of explanation and likely more than one iteration before you get that “Ah, I get it” sensation. They often have great coupon payouts, usually downside protection and typically get called well before the maturity date.

Most of the notes that we own are issued by BMO; they have the same credit rating as the issuer. To that end we have asked Acushla Vestby, Managing Director, Structured Solution at BMO to join us in the webinar. During the call we will first walk through a simple explanation, using examples of what notes are and how they work. Secondly, Acushla will describe their Strategic Equity Yield Fund which is a fancy way of saying a fund made up of structured notes. We think there is a place for this in some client accounts depending on your circumstances.

Given the volatility and variability of interest rates and therefore bond returns, we firmly believe that structured notes should at some level form part of the base for every fixed income portfolio, especially when liquidity is not required.

This session will take place 7:00 EST Wednesday May 15. Please RSVP by registering through this link:

1662ed64-f044-42e3-a771-80c0166a7824@1858c8ec-42a6-4072-bbc8-c006f136980d" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/1662ed64-f044-42e3-a771-80c0166a7824@1858c8ec-42a6-4072-bbc8-c006f136980d

If you are interested in attending, let us know and we will forward the Teams link for you to join in. If you have friends or family who might be interested in learning about Structed Notes, please feel free to forward their information to us or pass the Teams link to them. We welcome all!!

Structured Notes are not suitable for all investors. The notes do not pay dividends, nor do the dividends paid on the underlying constituents factor into the return calculation that determines your return. The protection and potential augmented returns on these notes are only available when held to maturity. These notes do not offer any protection if they are sold before the maturity date. If sold before the maturity date, returns may be positive or negative. These examples are for illustrative purposes only and should not be construed as an estimate or forecast of the performance of the Index or the return that an investor might realize on the Notes.