Q2 2023 Commentary
The check engine light is flashing, yet the car still seems to be performing well. Portfolio Managers Lorenzo Pederzani and Matthew Evans, take a closer look under the hood and discuss opportunities and risks in both public and private markets.
Download our Q2 2023 Commentary here.
Certain statements in this document are forward-looking. Forward-looking statements (“FLS”) are statements that are predictive in nature, depend on or refer to future events or conditions, or that include words such as “may,” “will,” “should,” “could,” “expect,” “anticipate,” intend,” “plan,” “believe,” “estimate” or other similar expressions. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the FLS.
FLS are not guarantees of future performance and are by their nature based on numerous assumptions. Although the FLS contained in this document are based upon what Westmount Wealth Management Inc. and any guest presenter believe to be reasonable assumptions. Westmount Wealth Management Inc and our guests cannot assure that actual results will be consistent with these FLS.
The reader is cautioned to consider the FLS carefully and not to place undue reliance on the FLS. Unless required by applicable law, it is not undertaken, and specifically disclaimed, that there is any intention or obligation to update or revise FLS, whether as a result of new information, future events or otherwise.
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the disclosure documents (or prospectus) before investing. If the funds are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. The indicated rates of return are the historical annual compounded total returns including changes in share/unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated.
Investment funds are not covered by the Canadian Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurance that the full amount of your investment in a fund will be returned to you.
Nothing in this presentation or article should be considered a solicitation, or a recommendation, to buy or sell a particular security. The Westmount Wealth Management Funds, models, and/or portfolios may sell these securities at any time, or purchase securities that have previously been sold. The statement by the portfolio managers are intended to illustrate their approach to managing the funds, models, and/or portfolios.
This Westmount Wealth invitation may contain hyperlinks to websites operated by parties other than Westmount Wealth Management Inc. Such hyperlinks are provided for your reference only. Westmount Wealth does not control such websites and is not responsible for their contents. The inclusion by Westmount Wealth of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators. The information contained herein is not an offer to sell nor a solicitation to buy any security. Such an offer can only be made by prospectus or other applicable offering document.
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This information has been prepared by Matthew Evans, CFP®, CIM®, Chief Investment Officer and a Portfolio Manager for Westmount Wealth Management Inc. and Lorenzo Pederzani, CFA, CFP®, CIM® who is the Chief Executive Officer and a Portfolio Manager for Westmount Wealth Management Inc. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc.
