market update

Q2 Market Commentary by Tall Oak Private Wealth | July 30th, 2021

Read our latest Quarterly Report to our investors as we share our current market outlook, highlight some of our favourite holdings and discuss how our portfolio positioning is changing as we progress halfway through 2021.

We are happy to discuss any stocks or positions in the portfolio, so please feel free to contact us. If you would like a full list of positions, we would be happy to supply this as well.

We welcome those of you who would like a more in-depth view into these comments and stocks to read the attached detailed report

Your Tall Oak Private Wealth Team

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| | Mehendi Kamani | Shawn Jakupi | Ben Legge

The information contained in this Portfolio Valuation is drawn from sources believed to be reliable but information accuracy is not guaranteed. Nor in providing it does Raymond James Ltd. assume any liability. The information is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential or subject to copyright. The information provided is as of the date appearing in the summary and Raymond James Ltd. assumes no obligation to update the information or advise on further developments relating to these securities. Definitive reference should be made to your account statement. Part or all of the Book Value on this securities position has been provided by you, which has not been independently verified by us. RJL is not responsible for any errors in book value. Raymond James is a member of the Canadian Investor Protection Fund.