Author name: Magnolia

Even though Netflix and Facebook stocks may have dropped, advisors should wait to see what other tech stocks are doing before making their next move, according to our client Claudio Chisani, Principal of Chisani Wealth, Portfolio Manager with Credential Securities, and Investment Advisor with BlueShore Financial. Read the full article HERE

To err is human, especially for money managers, whose job involves making thousands of decisions a day, some of which are inevitably the wrong call. Our client Claudio Chisani, Principal of Chisani Wealth, Portfolio Manager with Credential Securities, and Investment advisor at BlueShore Financial shared his biggest mistake in his career and the lessons he has learnt. Read

Rate-hikes are putting pressure on homeowners and first-time buyers. Our Client Nico Wong, Financial Advisor at Blue Shore Financial, shared his views on the current Vancouver Housing Market. Read the full article HERE Watch the podcast HERE

In this podcast, our client Stacy Hamer, VP of Client Experiences, iQmetrix, discussed that 5G is not automatically a revenue maker and adding 5G alone will not necessarily lead to growth. People might love their device, but their affections for their carrier likely run colder. Read more HERE

Does responsible investing mean avoiding fossil fuels, or it can mean investing in and engaging with energy companies? Our client Ilana Schonwetter, Investment Advisor at BlueShore Financial, shared her views on this hot investment topic. Read more HERE

As the world continues to grapple with the COVID pandemic and its market-warping consequences, Canadian investors and advisors are grasping for ways to inflation-proof their portfolios. And one promising strategy, according to Claudio Chisani, who is the Principal at Chisani Wealth, Portfolio Manager at Credential Securities, and an Investment Advisor at BlueShore Wealth, is to

To borrow or not to borrow for RRSP? Nico Wong, a financial advisor with BlueShore Financial in Vancouver, says he wouldn’t recommend this approach for DIY investors or people who don’t have a good sense of their own risk profile.

When was the last time you and your partner talked about finances? It’s not a sexy topic, but it can save your relationship. Seventy-one per cent of people, in a national survey by Credit Canada, revealed the leading financial reason that led to a break-up is financial dishonesty. The next highest factor was poor money