Keeping you informed
2022 Year End Commentary
2022 highlighted the performance benefits of portfolio diversification. Having a clear investment philosophy, not only produced superior results, but also helped provide transparency, clarity and peace of mind for our clients.
Playing the Long Game: Evidence-Based Investing pt. 2
In Part 2 of our series on evidence-based investing, we take a look at the roles played by investment style and factor exposures.
Conflicts of Interest Continue to Dog Canada`s Big Banks
A recent settlement is reminder that Canada’s big banks still have a long way to go to eliminating their conflicts of interest when serving investors.
Playing the Long Game: Evidence-Based Investing
In order to be successful investors, we must prioritize realizing our long-term objectives over chasing short-term gains.
Inverted yield curve?
What is it and what are the implications for your investments? How will we be managing your long-term assets based on this curve inversion?
Why You Shouldn’t Believe in Market Forecasting
Every new year brings along a flood of predictions and forecasts for what the markets and economies of the coming year will hold
Check under the hood: What you need to know before hiring an advisor
A good advisor will help keep you on track, guide you through trouble spots, and protect you from taking an unsafe detour.
Tuning Out the Noise
One of the most common pitfalls investors can fall prey to is making portfolio decisions based on investment chatter or noise.
Bitcoin, Bubbles and Sir Isaac Newton
People are buying cryptocurrency in the hope of selling it at a higher price to someone else. This is called the greater fool’s theory.
Investing Pitfall #3: Being Unaware of the Mathematics of Sustainable Portfolios
Canadians remain unaware of or unable to appreciate the significance of the mathematics of sustainability, despite the fact that numbers don’t lie.
Investing Pitfall #2: Lack of an Investment Philosophy
An investment philosophy (also called investment strategy) is a set of guiding principles that shape and inform your decision-making process.
Investing Pitfall #1: Lack of an Investment Policy Statement (IPS)
The lack of a clear vision is the root cause of the majority of challenges faced by investors. An investment policy statement can help clear up confusion.
Let’s Get Started
3535 St-Charles Blvd.