Fidelity Investments has just released their 2025 Retirement Report which contains a wealth of information regarding retirement in Canada.  Contact us and we will send this valuable report to you.  We highly recommend that you read this excellent summary of financial issues and trends affecting Canadians, including: changes in average retirement age, expected savings needed to...Read More

One of the most practical books we recommend on personal finances is The Millionaire Next Door. This New York Times best seller, written in 1996 by Thomas Stanley, Ph.D. and William Danko, Ph.D., studies the money habits of people who consistently become wealthy.   7 Factors describe those who build substantial wealth: They live well below their...Read More

We truly value our client relationships and the trust placed in us.  Our mission is to provide our clients with peace of mind as we look after the process of investing for them. We optimize our “pension-style” portfolios so you can spend your time doing what you love.  Check out what our clients are saying about us: We are very happy with the service we receive from Graz, Paul and Joseph, enjoying our retirement and...Read More

Investors sometimes ask, “Should we wait until stock markets have bottomed before we invest?”  We would like to share two reasons why our answer is “no.” Stock markets bottom well before economic downturns are at their worst.    Life is more important than worrying about negative headlines.    Stock markets look forward. Prices bottom long before corporate...Read More

In the classic movie, “It’s a Wonderful Life” there is a very important conversation about money.  A despairing George Bailey, asks his guardian angel, Clarence, “You don’t happen to have $8,000 bucks on on you, do ya?” Clarence responds, “Oh no, we don’t use money in heaven.” George replies, “Comes in pretty handy down here, bub!” ...Read More

Did you know that we offer a valuable portfolio evaluation service? We would be pleased to evaluate your existing investment portfolio, at no cost and no obligation.  We use software to analyze any portfolio’s risk-adjusted returns and compare them to our pension-style model portfolios. Please visit: https://testing.cwealth.ca/contact-us/ to connect with us.   We select best-in-class...Read More

We are very pleased to launch our new website!  Visit www.cwealth.ca for details about what we believe and the services we offer you. You will find information about our team, our ethics, and key concepts about investing.  You may request your portfolio analysis using software to compare your current portfolio with our CommonWealth Model Portfolios.   ...Read More

Hello Everyone, Exciting news! We are launching our new website soon!  Below is a sneak peak of our video introducing our CommonWealth Team: Please feel free to share!   Your CommonWealth TeamRead More

Independence. Yes please.  To us, “independent financial advice” sounds like the only kind that should be available. Yet the landscape is dominated by advisors who can only be described as conflicted or handcuffed –  options that don’t sound like they have a customer’s best interest at heart. Founded on the principle that our independence ensures...Read More

We started CommonWealth Financial Strategies at Queensbury Securities, because after many years in the financial industry, we believed we could offer a better way for people to steward their investments that is in their best interest.  Financial Advisors Should: Focus on client investments that meet their needs rather than chasing fads   Offer pension-style portfolios constructed...Read More