Welcome to Ventum

July 11, 2024

As most of you know, Echelon Wealth Partners Inc. recently merged with PI Financial Corp. to become Ventum Financial Corp. (Ventum). It’s been a busy few weeks getting reoriented with new systems, which is partly why this issue of Uncommon Cents is a bit late, but things are starting to feel settled now.

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Disclaimers
Ventum Financial Corp. is a member or participating organization of the Canadian Investor Protection Fund (CIPF), Canadian Investment Regulatory Organization (CIRO), TSX, TSX-V, and Bourse de Montreal. Information contained herein represent the views of the writer, and not those of Ventum Financial Corp. or Ventum Financial (US) Corp. (collectively “Ventum Financial”), based on assumptions which the writer believes to be reasonable. The material contained herein is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. While the information herein cannot be guaranteed, it was obtained from sources the writer believes to be reliable, but in providing it neither the writer nor Ventum Financial assume any liability. This information is given as of the date appearing on this report, and the writer and Ventum Financial assume no obligation to update the information or advise on further developments relating to securities, products or services. This report is intended for distribution in those jurisdictions where Ventum Financial is registered as an advisor or a dealer in securities. Any distribution or dissemination of this report in any other jurisdiction is strictly prohibited.

 

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Trump Tariff Anxiety

By Jake.Nemec • April 9, 2025
The Trump Tariffs and the market’s subsequent (negative) reaction are dominating headlines these days. This has led to many people wondering what to do with their investments and asking where the markets will go from here. The first part of that is easier to answer. The second part is much more difficult (impossible?) to know, especially over the short-term.

Too High

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Trying to time your entry into the markets usually leads to under performance. When taking a long term view, don’t be afraid of the markets because they are “too high”.

Discounts

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Election Anxiety

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There is no question investor anxiety tends to rise approaching a U.S. election, however, it also tends to dissipate quickly post-election.

Gold Rush

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Gold has been on quite the run lately blowing past its previous all-time high. This year alone it’s up nearly 30%. What I find interesting is you don’t hear too many people talking about it.

Power of Three

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I Don’t Know

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East vs West

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The divergence between the U.S. and Chinese stock markets has been incredible.

We Ain’t, Goin’ Nowhere

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Around late October / early November of this year many people I spoke with seemed pessimistic about their investments and the markets in general. Given it had been 22 months since most people had seen the high-water mark for their portfolios, it was easy to understand why.
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