O'Neill Review | Spring 2022
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Dear Friends,
Spring is starting to creep in with much anticipation, after a winter that seemed to drag on a tad too long. Spring has always inspired new growth for me, I am delighted to be back in my garden once again experiencing the satisfying feeling of watching my produce start to sprout new life. Speaking of blooming… Nicholas is growing by the day and making new noises by the minute! I am feeling blessed to have my family coming into these summer months and look forward to spending time with them in the sunshine.
Fortunately, we have been a busy office with an ever-growing business and are delighted to be welcoming our new team member Livia Daniels. She will be aiding Matti Allas with administrative tasks. She comes with a background working in discretionary investment management and just came from UBC working as the office coordinator and executive assistant to the CEO.
Feeling very lucky this spring and I wish you and your family good health and wonderful summer.
Cheers,
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Is Your Company Ready to go Global?
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Critical Illness Coverage - Peace of Mind During a Difficult Time
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2022 Market Volatility Update
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Manulife Performax Gold Performance Credit Rate Adjustment
We are pleased to announce that effective March 31, 2022, the performance credit rate for Manulife Performax Gold policies has increased from 4.07% to 4.79%. This rate is locked in until March 30, 2023. The Performance Credit is an amount the policy earns each year that helps increase the cash value in the policy, and can be used to purchase additional insurance coverage. The amount of the performance credit varies by the performance of the Performax Gold Investment Fund (PGIF). This fund is a diversified portfolio of assets that are managed by Manulife’s investment professionals, and the smoothed returns of the fund can help reduce the volatility of your policy’s values. Smoothing means the investment returns are spread out over a longer period of time, and this can ultimately lessen volatility and provide more stable returns for fixed and non-fixed income assets.
Click here to read more.
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Is Your Company Ready to go Global?
As the unemployment rate has fallen to record lows in Canada, many companies are challenged with finding talented staff locally. Yet global expansion comes with a lot of costs, complexity, and compliance issues. But what if there was an easy way to hire staff globally without taking on all the extra risks? Enter the International Professional Employment Organization (PEO) service platform. Click to read this full guide to global expansion.
Click here to read more.
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Critical Illness Coverage - Peace of Mind During a Difficult Time
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Of all the things that take us by surprise, one that hits particularly hard is receiving the diagnosis of a critical illness. We can practice good eating habits and engage in a healthy, active lifestyle but there will always be some things from which we cannot protect ourselves. However, there are some tools available that can promote the recovery process by eliminating or reducing the financial stress; one such tool is Critical Illness coverage. The principal purpose of Critical Illness coverage is to provide a lumpsum benefit, upon diagnosis of a covered condition. The funds can be used however you choose, including payment of medical bills, mortgage expenses or simply to provide you with the time and space to focus on recovery, without the burden of financial concerns.
Click here to read more.
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2022 Market Volatility Update
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The financial markets have been rough for investors thus far in 2022. The current volatility in the markets has not had just one theme that has contributed to the weak performance to start the year, but many.
As we work our way through these turbulent markets, it is always helpful to take a step back and review some helpful tips and strategies for dealing with volatility. The following article (click here) has a few different helpful reminders to keep this spate of turbulence in perspective. I have also included a couple of helpful charts and figures (click here) to complement the article.
Please take a moment to briefly review, and as always I am available to further discuss your investment portfolio in greater detail at your convenience.
Click here to read more.
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