David De Bartolo, Financial Planner with Manulife Securities Incorporated

08/03/2023

Liquid Alternative Investments can add diversification from stocks and bonds and lower risk as well. I am quite familiar with the one discussed in the article and several others. If you have any questions regarding your investments, please feel free to call me at 1 877 906-6762 ext. 3960.

Portfolio manager Damian Hoang pulls the curtain back on an options strategy that’s generating attractive returns in uncertain markets

08/01/2023

You don't have to go out and buy another property to invest in the Real Estate Market. You could also invest in publicly traded REITs to gain access to this sector which includes industrial, apartment and retail Real Estate Investment Trusts. According to this manager the sector looks attractive.

Middlefield's Dean Orrico discusses the increasingly attractive investment opportunities in Canadian real estate

07/12/2023

Live a healthy lifestyle and get rewarded with the Manulife Vitality Insurance Program! Contact me to discuss your options
@ 1 877 906-6762 ext 3960

06/07/2023

The Bank of Canada’s surprise decision to raise interest rates will bring about higher mortgage costs, according to experts. 

06/02/2023

All markets have risk, including the Real Estate Market.

New report sheds light on the prevalence of condo investors in the region

05/30/2023

Attending the BMO Exchange Traded Fund due diligence, getting a deeper understanding and overview of ETFs that pay higher yields than cash and GIC WITH growth potential using a covered call strategy. This a great way to generate income in your portfolio especially if your in Retirement. If you have any questions regarding ETFs or your portfolio, contact me at
1 877-906-6762 ext 3960.

05/15/2023

Not a large benefit but the CPP death benefit can help some individuals with estate expenses.

The amount has been falling in real terms

05/13/2023

The CRA will deliver the one-time GST credit boost to Canadians in July

05/11/2023

Tim Johal of Mackenzie investments says Canadian banks are better risk managers, more profitable, more predictable and less volatile

04/28/2023

Try to pay your income taxes owing on time or face higher penalty charges.

Thanks to higher interest rates, charges on overdue payments will soon rise to 9%. Tax specialists offer strategies to help clients minimize costs

04/16/2023

Average price to top $700,000 in 2024

04/13/2023

Great presentation by Andrew, VP at Fidelity outlining the market and other details on inflation and the housing market. Although inflation is coming down market expectations may be ahead of themselves. Also a recession on the horizon or maybe already in one. The market low of October might have been the low point for the recent bear market. Always hard to pinpoint and time the market perfectly so a balance of growth with new allocations to fixed income is prudent at this time. Any questions you have about your portfolio, contact me.