Cutting Through the Noise
July 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.
Read MoreMay 13, 2024
We demystify the process of securing a mortgage in Canada, a crucial step towards achieving the dream of home ownership. Whether you're a first-time buyer or looking to refinance, you'll find this discussion invaluable.
Read MoreMay 6, 2024
Some themes from the first quarter, along with tips on how to read the reports.
Read MoreApril 29, 2024
A key concern for investors in or nearing retirement is the question of how to best draw a reliable and steady income from your portfolio. We dive into the topic with financial planner Janet Gray.
Read MoreApril 22, 2024
Why the price you pay for an investment is the single most important factor in determining your return.
Read MoreApril 16, 2024
Electric vehicles are the future, making the industry a compelling investment opportunity. Yet many of the manufacturers generate inconsistent profits and their stocks are highly volatile. Michelin represents another way to participate in the industry's growth. Here's why we own the stock.
Read MoreApril 11, 2024
Tax expert Joe Collins shares his top 10 tips to get the most out of your return.
Read MoreApril 9, 2024
April 8, 2024
The U.S. stock market has reached a level of concentration not seen in decades, due to the impact of the 'Magnificent Seven'. But history tells us that the group will change, and as investors, we need to ensure we’re not managing our portfolios while looking in the rearview mirror.
Read MoreApril 2, 2024
If you're a Canadian living in the U.S. or an American working in Canada, you're bound to run into some financial and tax planning complexities. Cross-border expert Andrea Thompson shares valuable insights into navigating these challenges and ensuring financial peace of mind.
Read MoreMarch 25, 2024
The business media is obsessed these days with the possibility of interest-rate cuts, the next recession, and the U.S. election. But there are important trends and innovations that will have a greater effect on long-term portfolio returns, yet garner little attention. Here are a few.
Read MoreMarch 20, 2024
Costco's iconic hot dog combo is the epitome of a good deal that gets better over time. We take this concept to heart with our fee structure.
Read MoreMarch 18, 2024
A rundown on artificial intelligence and some of the investment opportunities in the space.
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