perspectives



In 2012, I embarked on a new journey – this blog, perspectives – in hopes of providing insight into the financial markets and offer my own perspective on strategic wealth management issues. There is never a shortage of topics to share and I believe that this has been a great place to communicate with clients and friends in a timely manner, while hopefully providing value and education to my readers. Enjoy!

Latest Update

We Remember
By Shelly Appleton-Benko | November 10, 2022

My NephewWhen I reflect on Remembrance Day, I am reminded of wars that happened long ago and the many brave people who gave their lives to help Canada be what it is today. I am also thankful for the men and women who are currently serving our country today to ensure our freedom and safety. Grateful for all.

On a similar note, I was recently speaking with a veteran  who reminded me that upon “retirement," many continue to serve their community in other roles, including police. I would also like to thank and acknowledge all who continue to risk their lives everyday keeping our communities safe.

My nephew, pictured above.

On Friday, let’s remember friends, family and community members who gave and continue to create a safe and wonderful home for all us. Lest we forget.

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The Practice of Patience | July 13, 2021
The U.S. economy is re-opening, the COVID-19 battle is being won, and the stock market has been experiencing a historic market rally that is leaving many investors wondering what steps to take next. What will inflation be like in the coming year? What are the possible changes to income tax structures — both here and south of the border — and how will that affect us? And of course, how will we end up paying for the stimulus packages of the past year? + More

5 Years in the Making! | June 3, 2021
Wow! Twenty-five years went by in what seems like the blink of an eye. It’s hard to believe that on June 3, 1996, I began my career at Odlum Brown. So much has happened – and there’s so much more still to come!

Milestones like this one are a pit stop in life’s journey, and a great chance to pause, reflect and celebrate some of the lessons learned along the way. + More

Blue Moon | October 30, 2020
Fitting for a unique year like 2020, our Halloween this Saturday will be extra “spooky” as the sky will be lit by a “blue moon.” A blue moon is when there is a second full moon in the same calendar month. Blue moons are rare, hence the phrase “once in a blue moon.” + More

Hire the Gardener | November 6, 2019
As the seasons change, many of us will spend time raking the leaves and pruning back the shrubs in order to keep our landscaping orderly and healthy. So too, as Investment Advisors and Portfolio Managers, we now revisit portfolios through the lens of preparing for year end and future conditions. In particular, we focus on the capital gains and losses for non-registered accounts. + More

Contact Shelly
Shelly Appleton-BenkoShelly Appleton-Benko
BA, FCSI, CIWM, CFDS

Vice President, Director,
Portfolio Manager

Phone:     (604) 844-5327
Toll Free:  (888) 886-3586
Email  |  LinkedIn

About Shelly

Shelly Appleton-Benko is a Vice President, Director and Portfolio Manager at Odlum Brown, with expertise in strategic wealth management. She has over 25 years of investment experience, helping affluent clients build, preserve and transition wealth. Shelly’s investment philosophy focuses on high-quality companies with strong management teams and growth potential. She places a priority on owning mid to large-cap companies with dividend payment streams. You won’t find any penny stocks here! Portfolios are created with a custom blend of individually traded securities in diverse sectors listed on major indices such as the Dow Jones Industrial Average, S&P 500 Index and S&P/TSX Composite Index. Where required, Shelly maintains a fixed income portion of the portfolio by tailoring a blend of corporate bonds, preferred shares, GICs or short-term money market products. Overall, Shelly ensures you always know what you own and why. + Learn More


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Contact Shelly

Phone:     (604) 844-5327
Toll Free:  (888) 886-3586
Email  |  LinkedIn


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