We are committed to providing clients with timely information on investments, wealth planning and our community.
Nov 20, 2017
Your child might be at least 18 and old enough to open a Tax-Free Savings Account (TFSA), but may not have the resources to make a contribution. Here’s an idea that gets your child started in investing and in learning about investing.
Nov 6, 2017
Many people share a few common concerns about retirement planning – the whims of the markets, longer life expectancies, or simply wishing to have enough to live comfortably in the future. With all that in mind, where can you find an extra boost to help you reach your retirement savings goal?
Oct 25, 2017
The recent meteoric rise in the price of cryptocurrencies like Bitcoin and Ether has been making waves around the investment community while provoking a wide range of reactions from business leaders, national governments and even celebrities.
Sep 22, 2017
Since North American markets bottomed on March 9, 2009, following the global financial crisis, the S&P 500 Index in the U.S. has gained more than 260% (as of mid-July 2017). Over the same period, the Canadian market has claimed less than half of that advance.
Sep 20, 2017
While the recent depreciation of the U.S. dollar has made it less costly to travel in the U.S., it may also have had an adverse effect on portfolios with U.S. investments. Hedging a portfolio’s exposure to the U.S. dollar can help reduce the impact of currency fluctuations.
Jul 24, 2017
Investors have different views – some may choose to buy shares of a company while at the same time others may choose to sell. While demand and supply determine a stock price in real time, the long-term value of a company is driven by its earnings and cash flows.
Jul 12, 2017
The active investment management industry has mostly focused its resources on generating alpha – returns above market performance – but it is important to actively manage all the variables that affect an investor’s total return.
Apr 26, 2017
The excitement fuelled by U.S. President Donald Trump may have eased somewhat, but many market indicators imply that investor optimism persists. By many measures, investors are as fearless as they have been in about a decade.