Market Update – June 2020

Dear Clients and Associates,

I trust that all of you are enjoying this warmer weather and staying healthy.

As we ease into the summer months, my teams and I continue to update you on the latest surrounding the COVID virus and it's impact on the equity markets. Below you will find a great 5 minute video from my partners at Russell Investments, that summarize 2020 and provides a perspective of what to anticipate moving forward.

Key points to keep in mind:

• we still are dealing with levels of uncertainty as the length, therefore impact of the virus unfolds daily

• equity markets have improved from it's fear driven lows in March

• markets continue to present a good buying opportunity if you have a long term investment horizon

I want to take this opportunity wish all you continues good health and we are here should you have any questions.

Here is a direct link to my calendar if you wish to set a specific time for a conversation.

CLICK HERE TO BOOK A PHONE MEETING WITH ANNA

With gratitude,

Anna Knight

Market Update – May 2019

As we start getting into some warmer weather, we figured a little update on the capital markets would assist you all in getting a perspective where we have been so far in 2019 and what to expect for the reminder of the year.

As we review your portfolios, this outlook, along with your particular situation is what might drive any necessary changes to your plan or allocation.

If you have any questions, please contact us.

Simplicity Financial at the All About Women Tradeshow

Thank you to those that popped by our booth at the All About Women Tradeshow. We just love chatting with you! Congratulations to our 3 basket winners! We hope it brings you peace and joy.

WE ARE HERE TO HELP YOU STAY ON TRACK TO YOUR FINANCIAL FREEDOM. HERE’S HOW WE CAN HELP:

• Provide ongoing comprehensive financial planning services for our clients`short and long term goals.

• Help clients to achieve personalized, diversified and well balanced investment portfolio`s.

• Host financial education seminars and workshops

• Inform our clients about industry trends, changes and legislation that may affect their financial plans.

• Building Wealth Strategies

• Professional and Personal Advice

• Investment Needs Analysis

• Tax Strategies & Estate Planning

• Group Plans

If you have any questions, please contact us.