Cutting Through the Noise
October 8, 2020
September 17, 2020
For retired investors, the challenges of investing in an environment of ultra-low interest rates and highly volatile stock moves are amplified. We shed some light on the concerns we’ve heard from investors and provide some possible options.
Read MoreSeptember 10, 2020
One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.
Read MoreAugust 20, 2020
People are the core of every business. In this new blog series, we want you to get to know some of our people a little better. After all, they’re our real competitive advantage. First up, Lori Norman.
Read MoreJuly 28, 2020
July 9, 2020
June 18, 2020
New CEOs are often evaluated after their first 100 days on the job. How would your review look after the first hundred days as chief executive of your portfolio in a pandemic?
Read MoreMay 28, 2020
May 19, 2020
Every market rebound has a character of its own. This one has been 'top heavy' in the U.S. and precious metals-driven in Canada. We explain.
Read MoreApril 29, 2020
A roundup of articles for future generations that provide some colour on what the world was like during the lockdown of April 2020.
Read MoreApril 23, 2020
The coronavirus is testing our collective patience. Here are a few tips to help you survive these unnerving times.
Read MoreApril 9, 2020
March 24, 2020
A review of the tax documents you should have received from us this year along with a brief description of their purpose.
Read MoreMarch 20, 2020
Despite the predicament we’re all in, there are some people, corporations and organizations that are doing great things. We could all use a good story these days. Here are a few.
Read MoreMarch 5, 2020
February 20, 2020
With the camera rolling, we recently sat down with our five managers for an update on the investment themes they’re pursuing and some of the compelling companies they’re finding.
Read MoreFebruary 12, 2020
A recording of our annual client presentation, in which we review the performance and positioning of our funds, our views on the current investing environment, and our advice for investors.
Read MoreJanuary 27, 2020
In a bit of a risky move, we've collaborated on a song about investing. But so far, clients seem to love it. Were we snubbed at the Grammys? You be the judge.
Read MoreJanuary 23, 2020
Shopify has been on fire since it went public in 2015 and has been a great story for the Canadian technology sector. Let's just hope history doesn't repeat itself.
Read MoreJanuary 14, 2020
A colourful look at the benefits of diversification.
Read MoreJanuary 9, 2020
January 1, 2020
With the turn of the calendar comes a fresh $6,000 in contribution room for your Tax-Free Savings Account (TFSA). Even better, the lifetime contribution limit for these accounts now stands at $69,500.
Read MoreDecember 23, 2019
A shameless plug for our upcoming book, It's Really Not Rocket Science: Plain-English Advice for Managing Your Investments.
Read MoreNovember 28, 2019
All you need to know about distributions, and the estimated year-end figures for our funds.
Read MoreNovember 25, 2019
Singles' Day, a made-up holiday in China, has turned into the world's biggest shopping day, outpacing Black Friday and Cyber Monday combined — a reminder of the immense scale of China's consumer market.
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