Wealth Matters Live: May 2nd at 11am

Through our relationships with some of the most seasoned and respected portfolio managers in Canada and around the world, the Wealth Matters (formerly The Game Plan) webcasts give participants regular access to valuable insights and expertise directly from the teams managing the United Financial portfolio solutions. Investments are just one element of the comprehensive range of services that we offer to meet your evolving requirements.

Insights and strategy from our highly respected portfolio managers…

Portfolio Construction: How does inflation affect you?

Global stock markets rallied broadly in February amid better-than-expected job growth in the United States, loosened monetary policy in China, and increased commitment by European leaders to resolve the region’s sovereign debt problem. While we welcome these developments, we are also cautious because market sentiment can quickly change. What is more reliable in explaining investment returns over the long term has been valuation; in the case of stocks, it is a function of how much you pay for a dollar of a company’s future earnings.

Our investment process adds value by identifying

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What to expect in the New Year

Happy New Year! We wish you and your family a healthy and joyful 2012.

It is hard to predict what will happen in 2012. History has told us that those who attempt to forecast the

future usually fail. Our best judgment is that uncertainties in Europe will persist for longer than most

people had anticipated. As for China, we believe it is very difficult to predict how successful its policies

will be in engineering an economic “soft landing.”

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