Wednesday, April 23rd8.7°C
David Allard

On living and dying

Apr 23, 2014 / 5:00 am

Our ability to live beyond our years has nothing to do with medical science; we will all live longer than our physical bodies, each of us will leave behind a personal legacy made up of our deeds, our words, our actions and our material goods. Legacies are passed down many different ways. For...

Valuation fears grip markets

Apr 16, 2014 / 5:00 am

The Big Picture Valuation fears grip markets Growing concerns about the level of stock market valuations sparked a risk-off trade in global markets this week. Investors are worried that many companies’ high share prices aren’t justified in the face of increasingly muted...

US Fed assures on interest rates

Apr 9, 2014 / 5:00 am

The Big Picture US Fed assures on interest rates The week got off to a good start with supportive comments from Fed chief Janet Yellen who assured the markets that low interest rates were here to stay. Yellen’s comments come on the heels of a Fed policy meeting over two weeks ago at...

The big picture

Apr 2, 2014 / 5:00 am

Positive US economic data fails to impress The trend to more upbeat US economic data continued this week but it wasn’t enough to carry markets higher. The most recent encouraging sign was durable goods orders which rose, a better-than-expected, 2.2% in February from a month earlier. That...

Weekly market strategy

Mar 19, 2014 / 5:00 am

Big Picture All eyes on Crimean referendum The crisis in Ukraine took center stage this week ahead of Sunday’s referendum to determine if Crimea will secede from the country and join Russia. The US has said it will not recognize the breakup of the country and has threatened a wide...

Market Watch

Mar 12, 2014 / 5:00 am

Big Picture Geopolitical risk remains at the fore; Fluid situation in Ukraine suggests need for vigilance The S&P500 remains close to a record level as better than expected February jobs data in the U.S. offset ongoing uncertainty over the situation in Ukraine. Russia said its...

Snow on the highway: silver in the lining

Mar 5, 2014 / 5:00 am

This past Sunday I drove from Kelowna to Powell River. For those of you who’ve never had to, particularly in winter, it means rising in the wee hours; managing a treacherous journey on the Coquihalla; avoiding white knuckled Vancouver drivers on snow covered highways and timing two different...

Reconcilable differences

Feb 26, 2014 / 5:00 am

They say that if you ask three witnesses to an accident what happened, you’re likely to get three different stories. We all have our own lens through which we see the world – shaped by our experiences, our family and our geography. Now imagine we aren’t talking about a fender...

Volatility up, equity markets down

Feb 12, 2014 / 5:00 am

Market Big Picture Jittery markets eye data After a rocky start to the week, markets remained jittery as traders looked to economic data for guidance. Today’s (Feb. 7) US jobs report may point the way forward as it’s the one Fed officials watch closely to determine future monetary...

Do you have a social network?

Feb 5, 2014 / 6:00 am

Do you have a social network? Of course you do. And I’m not talking about Facebook, Instagram or Twitter. I’m talking about your family, friends and community who are part of your everyday life. The people whose voice you know on the phone, those who you have thanksgiving dinner with,...

Surviving your health

Jan 29, 2014 / 5:00 am

There are many ways to protect yourself from the loss of health and its effects on your life. From a financial perspective, most people’s biggest concern is being able to protect their income during an extended sickness or injury. For those who are retired, it is about being able to afford...

Selling the family home

Jan 22, 2014 / 5:00 am

The single biggest financial decision most people will make in their lifetime, is purchasing their home; the second is often selling it. These choices are driven by a number of factors: work, family, weather, services and life stage; all play a role in our decision making process. Before the...

I can see for miles

Jan 15, 2014 / 5:00 am

A vision is a destination; whether it’s a physical place, a state of mind or a set of circumstances, it’s something we aspire to. For many people though, it’s less a source of inspiration and more a wish list of things they hope the Universe will one day deliver. If you believe...

The secret of change

Jan 8, 2014 / 5:00 am

As usual, a new year brings new ideas. This past year I’ve struggled a bit with the limitations posed by writing a weekly article focused on the markets exclusively. Within that space, I’ve taken a few literary indulgences to broaden my spectrum and still stay true to the theme of...

Protect the inheritance you leave behind

Dec 18, 2013 / 5:00 am

While it is not possible to “rule from the grave”, many people, wishing to ensure that the legacy they have built up during their lifetime lasts, try all manner of things to ensure that the next generation does not foolishly spend it away. While you cannot restrict completely what or...

Markets take a breather

Dec 11, 2013 / 5:00 am

Big Picture Bank earnings and upbeat economic news highlight an active week In contrast with last week’s quieter, U.S. holiday-shortened week, the first week of December was a comparatively active one in the markets featuring Q4F13 Canadian bank earnings and a number of important...

Year-end tax planning for individuals

Dec 4, 2013 / 5:00 am

Opportunities to Be Aware of This Year As the 2013 year is coming to an end, individuals should be mindful of year-end tax planning opportunities that will need to be implemented prior to December 31st. The following are some popular tax planning items that individuals should be aware of this...

Protecting investments from higher rates

Nov 27, 2013 / 5:00 am

Markets can stay irrational, far longer than you can remain solvent. - John Maynard Keynes, British Economist Nobody wants to lose money, I think we can all agree with that; but each of us have different paths we take to get where we want to go. Some people embrace the risk of the...

See your future

Nov 20, 2013 / 5:00 am

All things of value begin with a vision: the future of an empire, the drive for a Stanley Cup or the layout of your living room furniture. The paths of our journeys are lit by the images and words that we use to describe them. Whether held tightly in our hearts and minds or committed to paper or...

Generating income in uncertain times

Nov 13, 2013 / 5:00 am

Stock markets and interest rates, like everything else we have the ability to look back on, are often remembered through glasses with questionable lenses. Interest rates in the early 1980’s are often remembered either fondly (if you had cash to invest) or with sleepless nights if you were...

About the Author

Jeff Stathopulos, CIM, CFP, Portfolio Manager

After two decades in the financial services industry, Jeff's experience as an advisor and branch manager define his approach to providing customized financial planning, estate planning, and managed income solutions. Key to this approach is a thorough understanding of the unique challenges and goals that exist in every client's life. He is a partner in Navigation Wealth Management.

Jeff holds the Certified Financial Planning and Chartered Investment Manager designations. He lives in Kelowna with his wife Tanya, and their two (almost adult) enterprising children.


You can contact Jeff by email at [email protected]


The views expressed are strictly those of the author and not necessarily those of Castanet. Castanet presents its columns "as is" and does not warrant the contents.

These articles are for information purposes only. It is recommended that individuals consult with a financial advisor before acting on any information contained in this article. The opinions stated are not necessarily those of Scotia Capital Inc. or The Bank of Nova Scotia. ScotiaMcLeod is a division of Scotia Capital Inc., Member CIPF.

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