Cutting Through the Noise
September 11, 2024
Four out of five clients come to us through word of mouth. We greatly appreciate these introductions, and to make referring us easier, we’ve added a new feature on our website. And for every new client you refer, we’ll plant 10 trees in partnership with Tree Canada.
Read MoreSeptember 9, 2024
Tom Bradley took advantage of some dock time this summer to think about bigger things, like new and changing trends that will eventually affect economies and markets. Here are six to keep an eye on.
Read MoreSeptember 3, 2024
In Part II of our discussion with personal finance expert Preet Banerjee, we dig into the question of how to choose a good financial advisor.
Read MoreAugust 29, 2024
Money manager and writer Ben Carlson highlights 15 surefire ways to make poor investment decisions.
Read MoreAugust 26, 2024
In investing, asymmetry is all around us. Tom Bradley offers some tips on how you can make sure your portfolio is on the right side of it.
Read MoreAugust 19, 2024
Renowned personal finance expert Preet Banerjee joins us in this Coffee Break to share his advice on how to set yourself up for long-term financial success.
Read MoreAugust 15, 2024
Most Canadian investment firms have terrible fee reporting practices. It's prompted the industry regulator, CIRO (Canadian Investment Regulatory Organization), to implement changes. And a rant from us.
Read MoreAugust 12, 2024
In investing, unlike the Olympics, you don’t have to be the best in the world to bring home the gold. Tom Bradley explains in his Globe and Mail column.
Read MoreAugust 6, 2024
We speak with independent financial planner Jason Evans about some of the intricacies of the Canada Pension Plan, including the best time to start taking benefits.
Read MoreJuly 29, 2024
The sentiment toward private investments is running hot. But there are trade-offs that all the enthusiasm usually obscures. Here are some things to consider before wading into the private asset market.
Read MoreJuly 25, 2024
It's hard to believe that Mick Jagger and Keith Richards are octogenarians. They blew the roof off BC Place earlier this month, proving that age is just a number — and the old thinking on retirement is, well, old. Same goes for investing during this phase of life.
Read MoreJuly 22, 2024
The first six months of the year was a strong period for stocks. That said, returns continue to be driven by a narrow group of equities, the 'Magnificent 7'. We provide additional context on the current environment and offer advice for investors in our mid-year review video.
Read MoreJuly 15, 2024
How to tell if you're dealing with a salesperson or an investment professional.
Read MoreJuly 9, 2024
July 8, 2024
If you're saving for a first home, you might be wondering which account type makes the most sense. We take you through the various benefits and drawbacks of the RRSP, TFSA, and FHSA.
Read MoreJuly 3, 2024
Galibier Capital, the manager of the Steadyhand Small-Cap Equity Fund, recently announced its intention to become part of Guardian Capital. This change will have no impact on the Small-Cap Fund or Galibier’s investment approach, but will provide the firm with more operational resources.
Read MoreJuly 2, 2024
The Canada Day weekend feels like a good time to address a never-ending investment question: What is the right balance in your portfolio between Canadian and foreign stocks?
Read MoreJune 25, 2024
From July 1 to September 30, move an account to us from another financial institution and say goodbye to those dreaded transfer fees — we’ve got them covered, up to $150.
Read MoreJune 24, 2024
If you're nearing retirement or planning for this phase of your life, you're probably wondering how much you can expect annually from the CPP and OAS. Enter our two handy calculators.
Read MoreJune 18, 2024
Many investors are scratching their heads and wondering about the continued rise of stock prices, a run that started in the fall of 2022. Is it real or are things getting carried away?
Read MoreJune 10, 2024
Vancouver mortgage specialist Ray Macklem explains what you need to know about mortgage life insurance and property title insurance.
Read MoreJune 5, 2024
May 30, 2024
A recording of our recent client presentation in Toronto, where we share our thoughts on the current investment landscape, discuss a handful of portfolio holdings, and provide an update on our advice offering.
Read MoreMay 27, 2024
We dive into the rising cost of living, and its impact on financial planning and expense management, with Christine White, a Certified Financial Planner with Money Coaches Canada.
Read MoreMay 21, 2024
Tom Bradley lays out the factors that drive your long-term returns, in order of importance, in his Globe and Mail column.
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