Staying in Touch with BFS – Second Half of 2022

To our valued clients, Stick to the plan. The first half of 2022 has been terrible for almost all types of investments.  Even conservative bond funds have been hit very hard.  It’s difficult to see account statements with negative returns, however, it’s important to remember that by working with Brown Financial you are supported by […]

Staying in Touch with BFS – Corrections are Challenging; But This Too Shall Pass

To our valued clients, It has been a crushing start to the year, with North American and Global Equity and Fixed Income Indices all suffering.In fact, the S&P 500 is off to the worst start since 1939.  Here’s a great article with some good perspective: friends at Fidelity Investments recently sent us the following summary to further help […]

Staying in Touch with BFS – Market Volatility & 2022 Outlook

You may have seen or heard investment news about the rough start to 2022.  If you haven’t, that’s absolutely fine, we at Brown Financial are doing this on your behalf on a daily basis.  However, we wanted to share some recent insights from one of our investment partners, Manulife Investments.  We had the opportunity to […]

Staying in Touch with BFS – Happy Canada Day!

To Our Valued Clients,Summer is here and vacations are starting. I came across an interesting article in the Globe and Mail titled “Should You Consider Selling Your Home and Renting in Retirement?” My takeaways are as follows: increased monthly cash-flow forced to downsize possessions earlier in life it’s Math vs. Emotion this strategy could allow […]

Staying in Touch with BFS – Happy Earth Day!

Our world is facing unprecedented challenges Climate change, poverty, systemic racism and inequality are huge issues identified by the United Nations, which we can all play a part in helping to resolve. More than 700 million people live in poverty One in three women have experienced sexual or physical abuse CO2 emissions have more than doubled […]

Staying in Touch with BFS – 2021 Resolutions

Well, we are almost a month into 2021.  For those of you who made New Year’s Resolutions……How are You Doing? Personally, I set a number of goals every year.  Some of them focus on health & fitness, some involve my family, some are business driven and there is always at least one Financial Goal. Did […]

Anonymous Opinion Poll 2020 – Results

The year 2020 is regarded by most as a turbulent year. Many people around the world experienced feelings of anxiety and instability, especially where personal finances are concerned. We posted a poll to ask visitors to our website what was on their mind as we approached the end of 2020. Below you will see the […]

December Updates

Greetings and happy holiday season… isn’t it nice to have been through a few weeks of not-quite-so-crazy-all-the-time news and events?  We’re still far from normal, but we’ve been getting some good information and insights that are pointing to what we expect to be a better year ahead.  In particular we are getting positive outlooks for […]

Pre-Election Update

2020 has been one of the strangest and most challenging years in anyone’s memory and unfortunately we’re not likely to experience much normalcy in the lead up to 2021. The November 3rd U.S. election and the expectation of a continuation of a second wave of COVID19 cases globally will create more challenges and outright problems […]


Brown Financial Security / Worldsource Financial Management

25 Mill St. N.
P.O. Box 530
Waterdown, ON L0R 2H0

Toll Free: 1.877.633.0633
Business: 905.690.5035
Fax: 289.431.5029