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The Learning Centre:

Market Update – Spring 2024

Featuring Dan Martonfi, Regional Vice President, Educators Financial Group

Despite concerns over geopolitical tensions and inflationary pressures, global markets have shown remarkable resilience. This is due to better-than-expected corporate earnings, digital transformation trends and continued economic recovery efforts.

Additionally, the Bank of Canada and the Federal Reserve have both reiterated their commitment to managing inflation through cautious monetary policies.

These are all good news stories, and we continue to remain cautiously optimistic about 2024.

Another good news story is that Educators Financial Group has launched its new responsible investing family of funds, the Educators BrighterFuture funds.  These funds appeal to individuals who are motivated to invest in both their future and the planet’s. These funds invest exclusively in companies that have progressive environmental, social and governance standards.

Feel free to contact us to learn more about responsible investing or check out the following resources:

Finally, as we approach the end of another school year, we would like to congratulate all those who are retiring in June – this is a huge personal and financial milestone! We encourage and invite anyone nearing retirement to attend one of our many complimentary retirement workshops and confidently enter retirement with a plan. Find a workshop or webinar near you:

Thank you for your time and continued trust in the services we provide. Please reach out to us to schedule a portfolio review, discuss any upcoming financial events, or strategize on how to navigate this ever-evolving financial landscape. We are here to help!

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