Am I OK?

March 30, 2020

As the COVID-19 pandemic continues to run its course, many people are seeking certainty in a world of seemingly increasing uncertainty. Each of us is concerned about the health impact on ourselves, our families and the broader community. Many feel unease about our jobs, our investments, our businesses and the economies in Canada and around the world. We are hungry for advice and information without really knowing how to decide if the information or advice we receive is good or bad. In a nutshell we want to know “Am I OK?”.

History shows that time and again, capital markets dislike uncertainty more than anything, even more than bad news. At times of great uncertainty, investor confidence can be shaken and trading volumes (i.e. liquidity) can dry up. As it relates to the capital markets, we cannot be certain what will happen in the short term. That said there are two vital points to keep in mind:

  1. The uncertainty and decline in the capital markets is event-driven. While the recovery may prove to be slow and gradual, the COVID-19 pandemic will end. In the meantime, it is important to maintain the discipline to avoid emotional decisions about your investment portfolio.
  2. Each Quadrant client has a purpose built portfolio that takes into consideration their individual long-term financial and life-style objectives. This does not come with the expectation that the portfolio will never experience declines; rather your investment portfolio is built to withstand them so that it can carry through to the next recovery and future gains.

In times of crisis, the knowledge that your portfolio is well positioned to weather the storm and allow you to take advantage of future market gains, does not help with today’s question; “Am I OK?”.

To answer this question from a financial perspective, formal wealth planning must be integrated with any portfolio design – a fundamental aspect of Quadrant’s service to our clients. Quadrant’s team of professionals is working diligently and deliberately in updating all of our client’s formal wealth plans in order to prescriptively answer your question “Am I OK?”.

Quadrant continues to take all necessary steps to safeguard the health of our employees and their families while providing for continuity of service to our clients. (COVID-19 – Quadrant Readiness). We are continuing to meet with clients and prospective clients by telephone or video conference to review portfolios and individual wealth plans. We stand ready and available to assist you in any way possible during this challenging time.



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About Us

Disciplined. Compassionate. Effective.

Quadrant Private Wealth is an independent, comprehensive, integrated wealth management firm committed to your financial well-being and peace of mind. We take the time to understand your complete financial picture. We tie all of your information together, including tax planning, to paint a picture of what your financial future could look like. And we aim to earn your complete confidence in the process.


Quadrant Private Wealth
Suite 720, One Lombard Pl
Winnipeg, MB
Ph: (204) 944-8124




This report may not be redistributed, retransmitted or disclosed, in whole or in part, or in any form or manner, without the express written consent of Quadrant Private Wealth ("Quadrant"). Any unauthorized use or disclosure is prohibited. The information herein was obtained from various sources believed to be reliable but Quadrant does not guarantee its accuracy. Neither Quadrant nor any director, officer or employee of Quadrant accepts any liability whatsoever for any direct, indirect or consequential damages or losses arising from any use of this report or its content. The opinions, estimates and projections contained in this report are as of the date indicated and are subject to change without notice. Certain of the statements may contain forward-looking statements which involve known and unknown risk, uncertainties and other factors which may cause the results, performance or achievements of the company, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Past performance is not indicative of future performance. The content of this report is intended for information purposes only and does not constitute an offer to buy or sell our products or services.

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