Blog

Cutting Through the Noise


March 16, 2023

By Scott Ronalds

Steadyhand tax documents: All you need to know

To assist with your tax filing, we review the tax documents you've received from us this year along with a brief explanation of their purpose.

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March 15, 2023

By Salman Ahmed

What you should know before you hire or fire your financial advisor

The best questions to ask a financial advisor, using the FIRE criteria: Fees, Incentives, Returns, Experience.

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March 13, 2023

By Tom Bradley

A crisis of confidence in the banking sector

We find ourselves in another banking crisis. The word ‘crisis’ may seem like an overstatement at this stage, but when it comes to banking, confidence and trust are crucial. Right now, there’s a crisis of confidence.

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March 9, 2023

By Scott Ronalds

Retirement seemed further away back then

With the proper investment footing, there’s no reason the last third of your life can’t be as vibrant as the first third. If you've got questions on retirement, we're here to help.

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March 6, 2023

By Tom Bradley

Investing is fraught with the challenges of ‘turbo lag’. But here’s how you can stack the odds in your favour

One of the thrills of driving an electric car is the pasted-in-your-seat acceleration. Unfortunately, investing isn’t like that. There's more of a turbo lag — think of an old Volvo. Tom explains in his Financial Post column.

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February 27, 2023

By Tom Bradley

Memories fade and scars heal. In investing, just a little too fast

A good read from Joe Wiggins on investor behaviour.

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February 21, 2023

By Tom Bradley

Things that should make investors worry they're not on the right track

A good rule of thumb is that if something doesn’t seem to make sense, it probably doesn’t. Right now, there are more things than usual going clink, clink ... clunk.

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February 16, 2023

By Scott Ronalds

Video: Tax Planning Tips With the A-Team

Subject experts Tim Cestnick and Cynthia Kett provide tax-related tips and insights on debt and leverage, trusts and corporations, life insurance, charitable giving, and more.

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February 13, 2023

By Scott Ronalds

Video: The 3 main types of investments (Investing 101)

Lisa breaks down the three fundamental types of investments — stocks, bonds, and cash.

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February 6, 2023

By Tom Bradley

Three important terms that confuse investors to their detriment

An attempt to clarify the meaning of diversification, volatility and fees.

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January 30, 2023

By Scott Ronalds

Tax Planning Tips With the A-Team: Webinar, February 9

You work hard for your money. And you deserve to keep more of it. Learn savvy tax tips from two subject experts, Tim Cestnick and Cynthia Kett, at our complimentary webinar.

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January 26, 2023

By Scott Ronalds

Video: 10 ways to meet and keep your new year money goals

Associate Investor Specialist Lisa Guo shares some tips to help you stay on track with your financial goals.

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January 23, 2023

By Tom Bradley

3 reasons why investing now is better than in the go-go days of 2021

Why we like the lay of the land for bonds, price-to-earnings ratios and investor sentiment.

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January 19, 2023

By Scott Ronalds

Year-end Review and Investment Outlook (Video)

A recap of 2022 and a discussion on interest rates, inflation, and when things will get better.

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January 16, 2023

By Scott Ronalds

The benefits of diversification — 2022

A colourful look at the benefits of diversification.

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January 10, 2023

By Tom Bradley

Bradley's Brief — Q4 2022

Tom Bradley's quarterly letter to clients.

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January 9, 2023

By Tom Bradley

How investors can turn last year’s mistakes into their future advantage

Last year was a tough one for investors. We can all take to heart some lessons, however, that shouldn't be wasted.

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January 2, 2023

By Scott Ronalds

Important TFSA & RRSP Numbers for 2023

As we step into a new year, it’s timely to highlight a few important financial numbers for 2023.

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December 29, 2022

By Scott Ronalds

The big stories of 2022

It can be helpful to reflect back on some of the year’s biggest stories and events when thinking about the outlook for your portfolio. Here, we walk through some of the key happenings that 2022 will be remembered for.

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December 22, 2022

By Scott Ronalds

Saga of the Cariboo Camels

What the story of 23 camels brought to the Cariboo in the 1860's can teach us about culling an investment.

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December 19, 2022

By Salman Ahmed

Video: Are small-cap stocks a good investment now?

Salman Ahmed talks to our global small-cap manager about his outlook for the asset class and positioning of our fund.

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December 15, 2022

By Salman Ahmed

Top holiday financial tips from the experts

Some timely personal finance tips from four of Canada's leading financial planners.

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December 14, 2022

By Neil Jensen

Job Opportunity: Investor Specialist (Toronto)

We are looking for an Investor Specialist to join our growing team in Toronto.

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December 12, 2022

By Tom Bradley

Questions to ask when looking at companies that have yet to turn a profit

Investors are less starry-eyed about tech and growth companies in 2022 and want to see real earnings, or at least a credible plan to get there. Here are the questions to ask when looking for the next future profit machines.

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December 8, 2022

By Salman Ahmed

Video: Investing in Europe amidst a war and energy crisis

Salman Ahmed speaks with our Global Small-Cap Equity Fund manager about investing in Europe during a time of war, political uncertainty, and an energy crisis.

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