Peace of mind through financial confidence

AFS Insights: Business Services

Arbutus Financial Services Acquires Bewley & Coltman

VANCOUVER, BC, November 23, 2022 – Arbutus Financial Services, a leading full-service financial advisory firm and proud partner of Navacord, is pleased to announce the addition of Bewley & Coltman, effective November 15, 2022. Bewley & Coltman is an established boutique financial services firm based in Victoria, providing investment and insurance solutions, tax and estate… Read more »

November is Financial Literacy Month

During the month of November, financial services organizations throughout Canada participate in Financial Literacy Month. Advocis, the Financial Advisors Association of Canada, has created this website to help Canadians and their families achieve their financial goals. 5 Financial Indicators Every Entrepreneur Should Monitor Proper financial management is crucial because it allows you to make timely,… Read more »

Mental Health Week is May 2-8, 2022

Empathy is defined as the ability to understand and share the feelings of another. While the COVID-19 pandemic presented many unprecedented challenges, often people identified positive aspects, or “silver linings,” such as finding a sense of community, gratitude, and the belief the pandemic may propel positive social change. The pandemic reinforced the importance of empathy…. Read more »

How to handle market declines

You wouldn’t be human if you didn’t fear loss. Nobel Prize-winning psychologist Daniel Kahneman demonstrated this with his loss aversion theory, showing that people feel the pain of losing money more than they enjoy gains. The natural instinct is to flee the market when it starts to plummet, just as greed prompts people to jump… Read more »

Navacord continues to grow in British Columbia with Arbutus Financial

TORONTO, ON, March 16, 2022 – Navacord Corp., a leader in risk management services and the fastest growing multi-line broker in Canada, is pleased to announce the addition of Arbutus Financial Services, effective March 1, 2022. With locations in Vancouver and Nanaimo, Arbutus Financial provides a corporate portfolio including group benefits and retirement consulting, and… Read more »

Investment Commentary – January 25, 2022

What’s causing the recent market volatility and selloff? Our 2022 road trip just started — did we get a flat tire already? The start of 2022 hasn’t been kind to U.S. equity investors. As of Friday January 21, 2022, early afternoon, the Dow Jones Industrial Average, S&P 500, and NASDAQ Composite price indices were down… Read more »

Have you heard of Responsible Investing?

Responsible Investing (RI) refers to the incorporation of Environmental, Social and Governance (ESG) factors into the selection and management of investments. RI has boomed in recent years as investors have recognized the opportunity for better risk-adjusted returns, while at the same time, contributing to important social and environmental issues. The world of RI is growing,… Read more »

What’s your wellness score?

Has your workplace considered trying a Wellness Challenge? At Arbutus Financial we recently held a challenge over the month of May to build some healthy competition between our Nanaimo and Vancouver based offices and had a lot of fun! We thought we would share the experience with you and the tools we used in case… Read more »

Mental Health Week is May 3-9

CMHA Mental Health Week 2021 It’s the CMHA Mental Health Week, this year the focus is on how naming, expressing, and dealing with our emotions – the ones we like and the ones we don’t – is important for our mental health. Heavy feelings lighten when you put them into words. When we voice our… Read more »

Canadian Federal Budget 2021

News and Views Finance Minister Chrystia Freeland tabled the 2021 Federal Budget on April 19, 2021. It has been a long time coming with the hiatus last year due to the COVID-19 pandemic. The budget deficit is pegged at $354 billion. There has been much speculation about what kinds of revenue-raising measures would be implemented… Read more »