Be well-informed.
We are committed to providing clients with timely information on investments, wealth planning and our community.
Investments
Aug 1, 2018
Since 2010, growth stocks have outperformed value stocks by a large margin. However, if cumulative returns are measured over the past 40 years, value stocks hold the advantage. While investment style fads come and go, disciplined, diversified investing will never go out of style.
Jul 26, 2018
Your time horizon is the time period chosen until you plan to access all or the majority of the funds you’ve invested. It’s a critical part of your investment strategy because our goal is to help make sure your money is there when you need it.
Jul 18, 2018
While it is not possible to be fully insulated from a market decline, there are effective wealth management strategies that can help investors prosper over the long term.
Jun 27, 2018
If you’re retired or about to retire, market volatility is something you want to guard against. But if you’re in your wealth accumulation years, volatility has a silver lining.
Jun 27, 2018
After nearly four decades of declining bond yields, there is a credible case to be made that government bonds, particularly U.S. treasuries, are due for a change of course.
Jun 18, 2018
Welcome to the world of cryptocurrency, where millions have been made and fortunes lost. Here’s what you need to know.
May 30, 2018
Recent modelling from the Multi-Asset Management team reveals that despite uncertainty in the short term, there is good news of positive expected returns in every major asset class looking forward.
May 23, 2018
If you own real estate in a country other than Canada, there are a number of things you should consider and explore, in addition to planning your next visit.
Apr 27, 2018
What seemed like a Teflon coat protecting U.S. stocks in 2017 is showing signs of wear and tear. The use of an active risk management process can help turn uncertainty and volatility into outcomes that skew the odds favourably.What seemed like a Teflon coat protecting U.S. stocks in 2017 is showing...
Apr 18, 2018
As vacation property values climb, so does the potential tax liability. Here are some strategies to help minimize or offset the tax bill.