Cutting Through the Noise
October 10, 2018
October 8, 2018
Putting the office hockey pool ahead of retirement planning? You're not the only one. Here are a few steps to help get you more engaged in planning for the last third of your life.
Read MoreOctober 3, 2018
Most investment firms have operated under the assumption that by keeping clients in the dark, they’re less likely to leave. It now feels like the worm is turning.
Read MoreSeptember 27, 2018
We're looking for an Associate Advisor for our Vancouver office.
Read MoreSeptember 24, 2018
Seven factors that are better predictors of future returns than what investors often use — a casual recommendation, glossy brochure or good recent returns.
Read MoreSeptember 17, 2018
In his Financial Post column, Tom looks at how Black Monday and the dot-com crash were just preseason games compared to the fall of 2008.
Read MoreSeptember 13, 2018
The manager of our Equity Fund, CGOV, was acquired by Fiera Capital this spring. After allowing some time for due diligence and critical thinking, here's an update on where we stand on the change in CGOV's ownership.
Read MoreSeptember 11, 2018
One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.
Read MoreSeptember 6, 2018
A look at how ABBA's music has provided a welcome distraction, and unusual soothing power, in times of political and economic gloom.
Read MoreAugust 30, 2018
The last two Augusts have been painfully smoky in B.C. If you're already writing off next August, recency bias is probably playing a role in your thinking. It's important to make sure it doesn't creep into your investing decisions.
Read MoreAugust 28, 2018
The full background on why we've decided to replace the manager of our Global Equity Fund.
Read MoreAugust 27, 2018
Private equity has risen in popularity in recent years, but there are important tradeoffs investors should be aware of.
Read MoreAugust 15, 2018
Barry Critchley recently filed his last column with the National Post. For 35 years, he wrote about deals, products and people, and was never one to mince words — as his final piece attests.
Read MoreAugust 13, 2018
In his Financial Post column, Tom explores the folly of market forecasts and wonders why the investment industry tries to be so precise about something that's anything but.
Read MoreJuly 31, 2018
A 9-year bull run has pushed client expectations higher, and yet, opportunities to generate future returns are lower. Here's what it means for investors.
Read MoreJuly 25, 2018
If you hold our Small-Cap Fund, you own a unique collection of businesses, many of which you’ve probably never heard of. But there's a good chance many of them play a role in your day-to-day. We walk through a day in the life of Evan to illustrate.
Read MoreJuly 19, 2018
On reaching the two decade milestone in the investment business, Scott offers up some observations and lessons learned.
Read MoreJuly 16, 2018
Before straying from the tried and true when investing, here are some things to know about the new and fancy.
Read MoreJuly 13, 2018
In this 11-minute video, Tom and Salman review the first half of 2018 and walk through the forces that are impacting your portfolio.
Read MoreJuly 11, 2018
July 3, 2018
Canadian investors love their banks. To be sure, they've been solid investments. But it's important to make sure they don't make up too much of your portfolio.
Read MoreJune 28, 2018
Our answer to the question, "What's the most aggressive portfolio I could build with you guys?"
Read MoreJune 25, 2018
Regulators took a stance last week on the controversial topic of embedded commissions. Here's why we're disappointed with the decision.
Read MoreJune 18, 2018
Companies and industries go through life cycles. In asset management, we've been going through the consolidation phase.
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