Elevate Wealth Management

Happy New Year from the team at Elevate Wealth Management! 🥂 #NewYear

Over the past decade, private equity has evolved beyond an asset class reserved solely for institutional and high-net-worth investors. Today, it's accessible to a broader range of investors, reshaping portfolios and offering new opportunities for growth. As this formerly exclusive domain becomes more mainstream, individuals are now leveraging private equity to diversify their assets and tap into long-term value creation, bringing Wall Street-level strategies to the everyday investor. Curious about how private equity can fit into your financial strategy? Read our blog to learn more about this growing asset class and discover if it's right for you: https://bit.ly/3YZHLj0

Our market outlook remains optimistic, with favourable opportunities in sectors such as industrials and information technology. We anticipate continued near-term growth as the Federal Reserve adopts a more accommodating stance. Read our blog to learn more about what lies ahead: https://bit.ly/3XHyvhz #MarketOutlook #BullMarket

Our team at Elevate had an incredible bonding experience at the Canadian TIKI Lounge during Future Proof this week! Hosted by Q Wealth Partners, it was a great opportunity to network with fellow Canadian advisors and enjoy a great time together. #CanadianLounge #FutureProof

The Bank of Canada reduced its benchmark interest rate three times in the last few months and there is a chance we will see further cuts this year. Are lower rates a good thing? Who would benefit and why are they doing this? Read our latest blog to find out why: https://bit.ly/3yZdUgz #BankOfCanada #InterestRates

At Elevate Wealth, private debt investments have been a core holding in client portfolios for over a decade. These investments have contributed to more consistent returns with reduced volatility. Read this week's blog for an in-depth look into private debt investments: https://bit.ly/4d0ssLs #PrivateInvestments #PortfolioManagement #Investments #ElevateWealth

A few months back, we added Tesla (TSLA) shares to our QW Select Enhanced Global Equity Fund, believing it was due for a rebound after being unfairly beaten down. To manage the risk, we implemented an option collar strategy. Curious about how this worked for us? Read our latest blog: https://bit.ly/3ztH4Ec #Tesla #Investing #RiskManagement #ElevateWealth

Happy Canada Day from the team at Elevate Wealth Management! 🇨🇦 Enjoy the long weekend! #CanadaDay

A Power of Attorney (POA) is a critical component of estate planning for every adult. By establishing a POA, you empower your children or trusted individuals to act on your behalf when you are unable to, ensuring that your wishes are respected and upheld. Read this week's blog to learn more about the importance of a POA: The Importance of a Power Of Attorney: https://bit.ly/4dU63QM #PowerOfAttorney #POA #EstatePlanning #ElevateWealth

To maximize future inheritance, most people seek council from a financial advisor to build a tax-efficient estate plan. By investing in the preparation and education of heirs, families can safeguard their legacy and ensure their wealth continues to be a positive force for generations to come. Read this week's blog to learn more about generational wealth: https://bit.ly/3QGJkOj #GenerationalWealth #FinancialPlanning #ElevateWealth