Cutting Through the Noise
March 26, 2018
A look at why your strategic asset mix, or SAM, is the most valuable tool you have for balancing return and risk.
Read MoreMarch 23, 2018
CGOV announced today that it has agreed to be acquired by Fiera Capital. We do not anticipate any changes to how our Equity Fund will be managed, but will be monitoring the transition closely.
Read MoreMarch 12, 2018
The bull market fuelled by debt, interest rates and growth-oriented stocks is nine years old. Time to challenge some assumptions.
Read MoreMarch 9, 2018
If the provincial regulators needed more impetus for getting rid of embedded mutual fund commissions, known as trailers, they got it recently.
Read MoreFebruary 26, 2018
One of the biggest transitions in the wealth management business in the years ahead will be the redistribution of the “mushy middle.” That is, funds that purport to be actively managed, but instead closely follow an index.
Read MoreFebruary 23, 2018
At this time of year, we’re being fed a daily diet of investing features and advertorials, which makes it a good time for us to throw in our RRSP reminders.
Read MoreFebruary 15, 2018
As investment dealers start to send out their annual fee and performance reports, it can be a great opportunity to have a more informative discussion with your provider.
Read MoreFebruary 12, 2018
Nine things you need to know about bearish markets, to help ensure they work in your favour.
Read MoreJanuary 29, 2018
Spinning and investing have more in common than you might think.
Read MoreJanuary 26, 2018
Why we love the Questrade ads about the high cost of investing with full-service advisors.
Read MoreJanuary 17, 2018
Edinburgh Partners announced today that it has agreed to be acquired by Franklin Templeton Investments. We will be meeting with Dr. Sandy Nairn (EP's CEO) to get a better understanding of the deal and its implications for our clients, and will report back next week.
Read MoreJanuary 15, 2018
Risk has four letters, but it’s not a dirty word. When combined with time, it’s the fuel that drives your portfolio.
Read MoreDecember 30, 2017
While we don't make short-term market forecasts, we can say with perfect foresight that 2018 is sure to be interesting. Here's a look at some potential market drivers.
Read MoreDecember 22, 2017
December 18, 2017
After years of markets over-reacting to political and socio-economic news, nothing could shake investors in 2017.
Read MoreDecember 8, 2017
Stock market volatility has been remarkably low this year. CC&L has produced a great chart that shows just how unusual this period has been.
Read MoreDecember 4, 2017
Breathlessly watching central bankers for their next move does little to enhance your returns.
Read MoreNovember 29, 2017
November 20, 2017
Things to consider if you're thinking of borrowing to invest.
Read MoreNovember 14, 2017
A recent survey found that individual investors are expecting an annual return of 10.2% over the next 5 years. Not to be a downer, but they're likely going to be disappointed.
Read MoreNovember 6, 2017
A look at some of the behavioural challenges that investors encounter.
Read MoreOctober 27, 2017
238 towns and cities have submitted a proposal to become Amazon's second headquarters. But it's been a colossal waste of time and resources for many of them.
Read MoreOctober 23, 2017
Embedded commissions for investment advisers are going the way of the dodo. Here’s why it’s about time.
Read MoreOctober 10, 2017
October 6, 2017
While growth stocks have been shining, there are good reasons to believe value managers will have their day in the sun again.
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