iA Securities- Bastion Wealth Advisors Group
75 Commercial Street V9R 5G3 Nanaimo, BC, Canada

We are professionals in helping you grow your money. Contact us today for more information. https://www.bastionwealthadvisorsgroup.com/

Interested in how the US election results could impact Canada? Click here to find out more: https://www.cbc.ca//5-ways-the-u-s-election-result-could-i #election #USelection #finances #bastionwealthadvisors #iasecurities

We invite you to check out our website and find out how we can help build your wealth! https://www.bastionwealthadvisorsgroup.com/ #wealthmanagement #growyourmoney #nanaimo #bc #bastionwealthadvisors #iasecurities

You may be wondering, what makes us different from other advisors, companies and banks? Our deep and varied industry experience Independence and integrity... Passion, enthusiasm and empathy for our clients Find out more at: https://www.bastionwealthadvisorsgroup.com/becoming-a-client

While volatility for stocks was high in July, investor sentiment remained positive. Read more in this months Market Snapshot from James Gauthier, CFA, Head of Product Research and Oversight.

Canadas debt-to-income ratio is climbing. Heres what it means for the nations financial health and yours: https://bit.ly/30w9MjP

Our August Newsletter is now available on our Website! check it out! https://www.bastionwealthadvisorsgroup.com/events-and-what-

TIME IS RUNNING OUT! dont forget to like our page and share our post for your CHANCE TO WIN!!

In the summertime, we wear sunscreen to avoid getting a sunburn. Diversifying your portfolio can act much like sunscreen for your investments and decrease your portfolios risk of getting "burned" this summer. This video explains the basics: https://bit.ly/2Wgqy3V

Has the way you invest changed in 2020?

Have a wonderful and safe long weekend everyone! We will be closed Monday but the office will re open Tuesday for regular hours

A HUGE THANK YOU to everyone who attended our investing for Women Webinar on Wednesday night! Coming up we will be hosting a Webinar on ESG and Responsible investing! STAY TUNED

***CONTEST TIME*** Like our page and Share this post to be entered to win a Bucket of Golf Swag from Bastion Wealth Advisors Group! Contest Runs July 20, 2020 8AM to August 20, 2020 8AM. Winner will be Drawn August 21, 2020 and announced on Facebook.... NO PURCHASE REQUIRED. [The Bastion Wealth Swag bag], the Bastion Wealth Swag bag is sponsored by Bastion Wealth Advisors Group-iA Securities, Amy Touhey and 75 Commercial St Nanaimo BC. The Contest begins on July 20, 2020 at 8:00 a.m. [pacific] and ends on August 20, 2020 at 8:00 a.m. [pacific]. There is a total of 1 prize available to be won as follows: Golf Shirt ($30), set of 3 golf balls ($15), 2 stainless steel mugs ($15), 2 pens ($2), fleece sweater ($60) (approximate retail value: $122.00 CDN). Skill-testing question required. Open to legal residents of Canada, excluding Quebec, who are age of majority in the province or territory of residence at time of entry. Odds of winning depend on number of eligible entries received before contest closes. Limit 1 entry per person. Full rules and entry details available if requested. https://www.facebook.com/BastionWealthAdvisorsGroup/

here are some tips on how to build that emergency fund buffer youve been thinking about for so long!

This months newsletter is out! check out the monthly newsletter section on our Website to get inside the minds of our advisors. www.bastionwealthadvisorsgrop.com

Happy Canada Day We are PROUD to live and work in Canada!

Are you a business owner? Consider these 5 tips to help your business thrive https://bit.ly/2U1RdAz

We had a GREAT turn out for the Investing for Beginners Webinar on Saturday. Thank you to everyone who took the time to participate! Stay tuned for more upcoming Webinars.

Please join us in congratulating Amy on receiving her Responsible Investment Specialist Designation! She looks forward to using her new certification to help clients take Environmental, Social and Governance into consideration when making investment decisions. Want to learn more about ESG and Responsible investing? Keep watching our page for a Free Webinar we will be hosting on the subject in the near future OR reach out and book with one of our Advisors!

Changes to CMHC making it harder to get a mortgage. Do you think now is the time be be enforcing these stricter rules?

How is COVID-19 affecting your decisions?

Month 5 Brings us to our Final introduction! Wahid Ali Wahid has over 35 years of experience in the financial industry. He grew up in Toronto, Ontario and attended the University of Victoria. Wahid was one of 32 candidates selected to CIBCs National Management Training Program. After a rewarding banking career, Wahid joined the wealth management industry and became an Investment Advisor in 2000 and has worked with his clients to help them achieve their financial goals ever ...since. He is a proponent of preservation of capital with modest growth, a stable tax-efficient income stream, and providing each valued client with their own personalized asset allocation model based on risk tolerance, expectations and knowledge. Wahids disciplined and holistic approach to constructing, implementing and reviewing clients portfolios allows for long-lasting and successful relationships. Wahids goals include advising his clients from an independent and unbiased platform where they are best served. Wahid believes that each household should have an Investment Plan, an Asset Allocation Model and a Succession Plan to transfer their wealth to their heirs and beneficiaries in a Tax Efficient manner. The bottom line is, his investment experience helps clients navigate through most of the confusing and unnecessary "financial noise. Wahid has been happily married for 23 years and is a proud father of two amazing teenagers. The whole Ali family is active in the mid Island community and away from work, you can often find Wahid chauffeuring his sons sports teams around our province. See more

Please note we will be closed May 18th 2020 to observe Victoria day! take care everyone!

"Death And Taxes" Part 3 of 3

Our Advisors are Invested in you

"Death and Taxes" Part 2 of 3

"Death And Taxes" Part 1 of 3

Month 4 we Introduce Angela Fitzgerald! Angela joined the office in 2016 and brings over 9 years of financial services industry experience to her role as an Administrative Assistant. Angela focuses on event planning, marketing and manages the client services functions at the branch. She coordinates meetings and scheduling calendar events, ensuring that the administrative requirements and communication with clients runs smoothly and efficiently.

"Dont make Paper-losses real" here is a short video on current events and one mans opinion on how to navigate through

We will be Closed to observe Good Friday, Take Care everyone and Happy Holidays

Working from home can be a big change if youve never done it or havent done it on a regularly. But if youre thoughtful about your approach, you can be productive, happy, and very successful. Here are some tips: https://bit.ly/39SVDPf

Month 3 brings us to introducing our most recent addition to the Team.... Amy Touhey Amy was born and raised in Nanaimo but spent several years living in the South Okanagan, returning back to the island nearing the end of 2018. She has several years experience working for Credit Unions and most recently worked as a Financial Services Advisor at Island Savings where she developed a client focused approach to her business style. Amy has completed her Canadian Securities Course and is a fully Licenced Associate Investment Advisor. Her goal is to build life-long relationships with her clients and their families while providing personalized advice that suits their lifestyle. Always having what is best for clients in mind, you can be confident in knowing Amy will go above and beyond for both her clients and community

In falling markets, many investors run for the exits in a bid to cut their losses. Learn why this is almost always the worst possible thing to do: http://ow.ly/gr8x50yTv6q