Cutting Through the Noise
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.
Read MoreNovember 12, 2019
Late last year, it looked like a good time to get out of the market and sit out what many observers were forecasting would be an ugly 2019. Hasn't exactly worked out well for those who sold—proving once again that you simply can't time the market.
Read MoreOctober 28, 2019
Gin is having a moment. The juniper-based spirit is everywhere these days, with more selection than ever. But is a vast product shelf always a good thing for consumers?
Read MoreOctober 9, 2019
September 26, 2019
Money for nothing remains a controversial topic well beyond the Dire Straits song. We explain.
Read MoreSeptember 16, 2019
One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.
Read MoreAugust 28, 2019
What's a suitable level of exposure to real estate stocks in my portfolio? It's a bit of a loaded question, but here's our response.
Read MoreAugust 19, 2019
Scott wrote a reflection last summer on some of the observations, tips and lessons he's learned over two decades working in this business. Well, another year has passed and he thought he'd share one more.
Read MoreJuly 25, 2019
The hit Netflix series Stranger Things does a great job of taking viewers back to the 80's by flashing to hot brands at the time like Kodak, Chevrolet and Radio Shack. Many of these iconic companies have since gone bankrupt — which is a good reminder to make sure your portfolio isn't only focused on today's hip companies.
Read MoreJuly 22, 2019
You’ve probably been hearing it again. “The market is at an all-time high.” Better get out, right? Not so fast.
Read MoreJuly 9, 2019
June 26, 2019
While on holiday in Greece, Scott stumbled across an interesting story about how a beer company is helping to reduce the country's debt.
Read MoreJune 10, 2019
A number of online-focused companies are opening brick-and-mortar stores. It's a reminder of the value of the human touch. And it's why we make it easy to book an appointment with one of our Investor Specialists in person.
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