Financial Advisor, Vancouver Island and the Gulf Islands

“I have personally known Dave for most of my life. On top of being great friends, we have had business dealings in the past, long before he was my financial advisor. The same was true then as it is now, he is an honest man who knows his stuff. If you decide to let Dave help you with what you need, you won’t be disappointed!” - Clinton S.

Posts tagged #stockmarket

DIVERSIFICATION: A Unique Asset Class that Never Goes Down

Introducing A Unique Tax-Exempt Investment-Grade Asset Class that Never Goes Down. Depending on your goals, be they personal or corporate, this unique asset class may just be the most meaningful investment decision you ever make.

Tax & Estate PlanningDavid McCallumMay 18, 2020Permanent Life Insurance, Business Planning, Insurance, Term Life Insurance, #stockmarket, Investments, Financi, Financial Planning Comment

COVID-19 Investment Market Volatility (Thoughts to Consider)

My thoughts (and a link to Brent Joyce’s thoughts) on the market volatility associated with COVID-19. Image courtesy of GLC Asset Management.

InvestmentsDavid McCallumFebruary 28, 2020#stockmarket, #volatilityComment