Resource

Centre

Blog

  • Do you check your portfolio too often?
    According to recent reports, investors using a U.S. discount brokerage platform are checking their portfolios at an alarming rate of seven times per day.1 It’s not difficult to do. Today, often all it takes is one quick swipe on our smartphones. However, frequent portfolio checking may be hazardous to your
  • Cutting through the noise
    With the tremendous proliferation of investment information available, cutting through the noise can be difficult. Information is not the same as advice There is an old saying in the investment industry: “Don’t confuse brains with a bull market.” The inference, of course, is that it’s easy to pick winners when
  • YearAheadInvestmentConference
    The investment professionals here at Watermark Stone Wealth recently attended the 15th annual iA Private Wealth Year Ahead Investment Conference held on January 18, 2021. The virtual event brought top investment minds together to provide market and economy expectations for 2021. Differing viewpoints of more than 15 industry experts were

News

Newsletter

Q421 Newsletter

Download Newsletter

Q321 Newsletter

Download Newsletter

Q221 Newsletter

Download Newsletter

Q121 Newsletter

Download Newsletter

Q420 Newsletter

Download Newsletter

Q320 Newsletter

Download Newsletter

Q220 Covid Special Report

Download Newsletter

Q220 Newsletter

Download Newsletter

Q120 Newsletter

Download Newsletter

Life Events

Putting Financial Advice In the Picture

At Watermark Stone Wealth, we understand that as your life changes, so do your financial goals. The Snapshots series captures different stages in life and gives you a glimpse of what might be an important part of your financial picture at the time.

Calculators

Retirement Planner

Quickly determine if your retirement plan is on track – and learn how to keep it there.

Education Savings Plan

Use this calculator to help develop or fine-tune your education savings plan.

Net Worth Calculator

This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Amortizing Loan Calculator

Enter your desired payment and its frequency- and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your loan payment.

Who

We Are

 

What

We Do

 

Resource

Centre