Cutting Through the Noise
July 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 16, 2018
Before straying from the tried and true when investing, here are some things to know about the new and fancy.
Read MoreJuly 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 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.
Read MoreJune 6, 2018
It’s a fine line. Is your bank or investment representative serving you or selling you?
Read MoreJune 4, 2018
In his Financial Post column, Tom explains why his biggest concern is the duration of the next market pullback, not the magnitude.
Read MoreMay 22, 2018
The Jets' playoff run this spring was a product of discipline, patience and courage. There's some good investing lessons there too.
Read MoreMay 7, 2018
A look at where your investing returns come from, in order of importance.
Read MoreApril 23, 2018
It’s important that you diversify your information sources as you would diversify your portfolio.
Read MoreApril 9, 2018
While growth stocks have been the market darlings over the last several years, value stocks have beaten their shinier, sexier cousins over the long term.
Read MoreApril 4, 2018
How female investors are more like Warren Buffett than their male counterparts.
Read MoreMarch 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 More