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Welcome to Brightview

Welcome!

Our company believes that sound financial decisions should not be confusing. Our team works under the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning for their financial future.

Today's investment climate offers unprecedented opportunities to achieve your financial goal. Our mission is to help clients take advantage of those opportunities by providing them with three key tools:

A clear understanding of their financial goals

A well-defined roadmap to help achieve those goals

Ongoing advice to help adjust their roadmap when their needs change

Brightview Financial Services Inc was formed by a group of former Sun Life advisors , one of the most highly respected financial institutions in the world.

We hope you will take advantage of this resource and visit us often. We are committed to our clients and we define our success by our clients' success.

Market Update

How did the markets do this year? After an unusually calm year of solid performance for capital markets in 2017, investors experienced a much bumpier ride in 2018. Downward volatility resurfaced in the first quarter, and though markets moved generally higher through the summer months, a sharp sell-off in the fourth quarter meant that most asset classes registered negative returns for the year. For Canadian investors in foreign markets, losses were mitigated somewhat by the weakness of the Canadian dollar, which declined about 8% relative to the U.S. dollar for the year. U.S. equities posted some of the best results among global assets in 2018, with the S&P 500 Index reaching an all-time high and setting a record for the longest bull market on record in the third quarter. After the fo
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2018 Holiday Debt Survey Says:

Manulife Bank surveyed just over 2000 Canadians between the of ages 20 and 69 to uncover how they feel about debt and holiday spending. The survey results provide thought-provoking insights everyone can use to start thinking about their own spending and personal debt management. The survey1 revealed that even though eight in 10 Canadians say the holidays have become too focused on spending money, more than 60 percent of those planning to spend are willing to go into debt to buy gifts for family and friends. Overspending during the holiday season can leave you with a financial hangover that lasts into the new year. Key findings: Six in 10 Canadians planning to spend over the holidays either don’t have a budget or think it’s likely they’ll overspend A quarter of Canadi
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Market Volatility

October was a turbulent month for stocks amid trade tensions and geopolitical uncertainty. While market volatility can be concerning, I don’t recommend any changes to your portfolio based solely on the current market noise and short-term volatility. Rather, I suggest that you stay on course towards your long-term financial goals. Here’s one illustrative example of the financial benefits of staying invested over time despite temporary market sell-offs. The chart below shows the hypothetical impact on a $100,000 investment of pulling out of the market over a period of time and by doing so, inadvertently missing out on some of the highest or best trading days (ranging from 1 day to 100 days). A key lesson: it’s impossible to time the market perfectly, so stay invested to capture the in
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Five things to review annually

Plan for your family's future as you review your savings and investment strategies. FIDELITY VIEWPOINTS – 07/03/2017 Five key questions to ask at annual review time ✔ Is your investment strategy on track? ✔ Are you saving tax efficiently? ✔ Are you protecting your income? ✔ Are you preserving your assets? ✔ How does your plan affect your family? When are you most likely to do a reality check on your investments? Is it when they’re doing well? Or is it when the markets are down and you’re nervous? Chances are it is the latter, which may not be the optimal time to make investment decisions, particularly if emotions are high. That’s why taking the time to do an annual review of your investments and other financial matters makes sen
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Trump and his Tariffs.. a perspective from Mackenzie investments

Looking out for your investments and how a trade war may effect your financial advice. US President Donald Trump declared on March 8, 2018, that the United States would impose tariffs of 25% on imported steel and 10% on imported aluminum, with exemptions for Canada and Mexico. Those exemptions are conditional on a satisfactory renegotiation of NAFTA. Other countries will have to justify why they should also be exempted from the US tariffs. Five of Mackenzie’s investment teams share their analysis and reactions to the proposed US tariffs: Mackenzie Ivy Team US protectionism has been a consistent topic since the 2016 election with the US having considered a border tax, pulled out of the Trans-Pacific Partnership, threatened as much for NAFTA and now unveiled tariffs on st
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Great article on why you should use a broker for investments

Great article on why you should be using a broker for your investments. We shop the market for you ! #investments #beaumont # leduc #financial adivsor https://www.investmentexecutive.com/newspaper_/news-newspaper/mfda-ramps-up-enforcement-of-sales-rule/
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Don’t miss these important Dates

Here are some important dates and numbers to remember this week RSP Contribution Deadline is March 1, 2018 ! RSP contribution limit for this year is $26,230.00, plus any unused RSP room. Individual tax filing deadline is April 30,2018 Self employed business tax filing deadline: June 15th, 2018 RESP’s : There is no annual limit for contributions, Lifetime contribution limit is $50,000 per beneficiary Basic Education Savings grant : 20% on annual contributions made to all eligible RESP’s for a qualifying beneficiary, to an annual maximum of $500($1000.00 where there is unused grant room from a previous year). Lifetime max per beneficiary is $7,200.00. TFSA limit for this year is $5,500.00 (plus any unused space since 2009 to a total of $57,500.00) RSP Home first
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Discover Your Financial Potential

Your journey toward a financial safe harbor starts with getting organized. We'll look at what you have, what you don't, and what you need and want to develop a blueprint for your complete and custom-crafted financial plan.
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Custom-Craft Your Plan for Success

Anyone can give you facts and info about the "right" money moves to make. But you're more than some numbers on a piece of paper. We believe your financial plan should offer more, too. We take your specific situation, goals, challenges, and desires into account to fit every piece of the puzzle together - and to ensure the finished picture is one you want your life to look like.
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Sail Toward Your Priorities

We'll help cross off items on your financial to-do list and keep you cruising forward once your plan is in place. Enjoy accountability from experienced guides who not only steer you through complicated situations, but also keep you motivated when you feel discouraged or distracted.
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Happy Customers

Very Professional – great to work with!!!

L.C.()

I continually purchase travel insurance every year from Trish and always receive the best price in the market which Is why I am a repeat customer. Last month I had questions on life insurance, disability and Critical Illness in which Trish was a tremendous help with her in-depth wealth of knowledge and experience. Thanks so much Trish, it’s much appreciated!

H.L.()

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Very Professional – great to work with!!!
L.C.()
I continually purchase travel insurance every year from Trish and always receive the best price in the market which Is why I am a repeat customer. Last month I had questions on life insurance, disability and Critical Illness in which Trish was a tremendous help with her in-depth wealth of knowledge and experience. Thanks so much Trish, it’s much appreciated!
H.L.()
I’ve used Tricia as my advisor for over 15 years and know, without a doubt, that she is the best that this industry has to offer: her service is above and beyond, her knowledge-base is superior, and her care is genuine in serving clients’ needs. I recommend her time and time again to family and friends without hesitation.
D.M.()
Thank you for helping me with the loss of my wife and getting her
accounts sorted out. You were there for me. Thank you.
J.M.(Client)
I am going to refer the xxx out of you !:) ” -M.M ” Thank you for
making my investments make sense. I feel so much better now
A.S(Client)
I really appreciate all the time you have put into my portfolio
J.K.(Client)

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