Andrew Stulberg, Financial Consultant - IG Wealth Management

Andrew Stulberg, Financial Consultant - IG Wealth Management Financial Consultant, Investors Group Financial Services Inc.

05/06/2021

Each spring, Berkshire Hathaway, an investment conglomerate run by the one and only Warren Buffett, hosts their annual shareholders meeting and the investing world is treated to a plethora of knowledge and insight.

And when the richest investor of all time takes the stage to talk about everything from the stock market to the state of the economy, you listen.

In my newsletter this week I'm sharing four key takeaways from this year’s meeting, from the very best that the investing world has to offer.

Don't miss it >

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

04/22/2021

With much of the financial focus this week centering around the new Federal Budget, Wednesday’s announcement that the Bank of Canada will not increase interest rates at the moment might have flown a little under the radar.

While this announcement may not come as a surprise, what is worth noting, is speculation that a rise in rates could be on the horizon.

In my newsletter this week, I’ll be discussing a few things to keep in mind should an increase to interest rates come sooner than originally expected.

Don't miss it...

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

04/15/2021

As housing prices continue to climb at an incredible pace, there’s been a lot of speculation about what measures the government might take in an effort to cool down an overheated market.

None, however, have grabbed the attention of Canadians more than the prospect of the government implementing a capital gains tax on primary residences, which as it stands now, is tax-free.

While this seems to be speculation more than anything else at this point, in my newsletter this week I’m going to share some of my professional thoughts and observations on this topic, as it doesn’t seem to be going away any time soon.

Sign up below to get in on the conversation ...

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

04/08/2021

Books are one of the greatest resources you have available to you to understand and gain insight into great minds and ideas.

In my newsletter this week, I’m sharing a few of my favorite books that I’ve read over the last 1-2 years on the topics of perspective, focus, habits, and of course, managing money.

Don't miss it >

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

04/01/2021

As we enter the second quarter of 2021, we mark the first anniversary of one of the greatest rebounds in the history of the stock market.

While the last 12 months have been incredibly kind to investors, the first quarter of 2021 has been challenging for those investors who have forgotten about one of the “golden rules” of investing: diversification.

In my newsletter this week, I’m discussing four key incentives to having a properly diversified investment plan.

Don’t miss it >

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

03/25/2021

Tax season is upon us.

Unlike any other time of year, tax season is typically met with a lot of anxiety.

How much will I owe the government this year? Will I get the refund I’m anticipating? Do I have everything I need to get my taxes completed on time?

These are just a handful of questions we work through this time of year.

The truth of the matter is, we should be thinking about taxes throughout the year because taxes are intertwined with just about everything we do financially.

In my newsletter this week, I’m discussing four key areas of our personal finances to pay more attention to throughout the year, that will not only help put you at ease come April of each year, but will also leave you feeling a lot happier when you go to file your returns.

Make sure you’re signed up!

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

03/18/2021

Just when you thought housing prices couldn’t possibly continue to skyrocket, it seems the housing market has never been hotter.

Whether prices continue to increase or a correction is just around the corner remains to be seen, but one thing we know for certain is that real estate will always be a great long-term investment.

In my newsletter this week I’m sharing four things to keep in mind when preparing for one of the biggest investments you’ll ever make - a home.

Whether you’re looking to get into the market for the first time, plan on purchasing an additional property, or have kids who are looking to become homeowners, these are four very important things all home buyers need to think about.

Don't miss it >

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

03/11/2021

Most investors would agree that investing is no easy feat.

That said, it’s not always that complicated - at least it doesn’t have to be.

Unfortunately, it’s quite common for investors to get in their own way by over complicating the investment process, which makes the experience a lot more challenging than it needs to be.

In the spirit of simplicity, in my newsletter this week, I’m sharing four very simple, easy to remember, investing ideas or quotes that will help you manage your investing behavior and therefore help you better manage your investments and hopefully better your investment returns.

Make sure you’re signed up >

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

03/04/2021

What often happens when the stock market experiences the kind of run-up we’ve seen over the last 11 months, is a type of investor euphoria that leads to many investors making decisions that don’t necessarily coincide with the sound decision making that helped them build their wealth in the first place.

In my newsletter this week, I’m discussing four important things to keep in mind in today’s market, that will all but ensure you remain a prudent investor as opposed to a foolish gambler.

Make sure you’re signed up by clicking below.

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

02/18/2021

It’s difficult to compartmentalize our thoughts when it comes to our money. And because of this, we spend a lot of time playing catch up and worrying about what the future holds, rather than feeling in control.

In my newsletter this week, I’m discussing four different techniques you can use to organize your thoughts and feelings about your financial picture that will leave you feeling excited and confident about managing your money, so that you never have to feel uncomfortable or uneasy about money again.

Don't miss it...

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

02/11/2021

No one individual has achieved more professional success in their field than the great himself - Tom Brady.

Brady’s ability to win at the highest level, time and time again, continues to inspire everyone yet surprises no one.

Brady’s success and what is required to achieve it, in many ways, isn’t all that different than what it takes to become a successful investor.

I’ll be discussing what we can all learn from Tom Brady’s continued success that will help lead to more victories in the world of investing in my newsletter this week.

Don’t miss it >

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

02/04/2021

The RRSP deadline is fast approaching, but the decision to make a contribution isn’t always so simple.

Did I set enough aside in savings to make a contribution?

Should I make sure I don’t owe any additional taxes when it’s time to file come April?

Is it more convenient to invest my money in an account that isn’t fully taxable upon withdrawal?

These kinds of thoughts are quite common this time of year.

While important, in my newsletter this week I’m focusing on four questions you should ask yourself instead, prior to the March 1st contribution deadline, so that you can be confident that you arrived at the right decision to invest your money in your RRSP - or elsewhere.

Make sure you’re signed up …

Each Friday, I send out my Four You Fridays newsletter, where I share four impactful thoughts or ideas I've had or come across about investing that will help you in pursuit of your personal financial goals.  Sign up with the form below to get a new edition delivered to your inbox, every Friday!  

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Toronto, ON
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+14163607845

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