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Active Versus Passive Investing

There are very passionate views on both sides of the debate as to whether it is better for individual investors to use active investment managers versus using an index approach, with its main selling feature being lower fees.   Let us first bear in mind why people invest in the

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The Story Behind ‘Sell Everything’

The media in general has a tendency to take an idea or story and run with it until the original context or point is lost in a wave of misinformation, taking a form of its own. At that point, the idea can become very dangerous to you as an individual

Read More...

The Advice Dilemma

A constant dilemma for Advisors working with clients to help them realize their goals and dreams is striking a balance between the tyranny of immediate current events with the need to stay focused on your longer term goals.   The recent Brexit vote in the U.K. is a case in

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Investing Like the Rich Do

“Everyone has a plan until they get punched in the face.” George Foreman.   With RRSP season upon us, it might be useful to see how the wealthy invest their funds for some indication as to how they differ from average Canadians. As Baron Rothschild famously stated, “The time to

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The Client Interview

There is often a sense of nervousness when you go to your first meeting with a new financial planner or advisor. How should you approach the meeting? What and how much should you tell them? What results do you expect from the meeting and from any future interactions?   Generally

Read More...

China’s Global Impact

The August correction in the Chinese stock market led to a lot of “how terrible” news coverage and speculation as to whether or not this signaled the end of the China growth story and how it would impact the US and global economies.   Calmer voices were more resolute in

Read More...

Anatomy of a Market Correction

The origin of the recent stock market correction started earlier in the spring of this year. During the month of April, the Canadian, U.S. and many other global stock markets achieved new record highs.   Instead of celebrating such a numerical milestone, many media commentators started wringing their hands in

Read More...

World Reserve Currency Regime

Canadians, like many nationalities, have a home bias when it comes to investing. The majority, if not all of their investments, such as RRSPs, real estate, mutual funds, segregated funds and businesses, are in Canada and are tied to its future economic growth.   These Canadian investments could see reduced

Read More...

Evolution of an Investor

Sometimes during social events or other gatherings a person will approach someone in the financial services business with an opening question: “I hear you do investments. What kind of returns can I expect?”.   The type of questions asked by individuals are usually a good indication of their investing experience.

Read More...

Living Longer & Retiring Faster

Over the last one hundred years, every new generation of Canadians has enjoyed the benefit of a longer life expectancy. With dramatic improvements in health care, the human life span has never been longer. Additionally, some have set their sights on early retirement. The combination of living longer and retiring

Read More...

Active Versus Passive Investing

There are very passionate views on both sides of the debate as to whether it is better for individual investors to use active investment managers versus using an index approach, with its main selling feature being lower fees.   Let us first bear in mind why people invest in the

Read More...

The Story Behind ‘Sell Everything’

The media in general has a tendency to take an idea or story and run with it until the original context or point is lost in a wave of misinformation, taking a form of its own. At that point, the idea can become very dangerous to you as an individual

Read More...

The Advice Dilemma

A constant dilemma for Advisors working with clients to help them realize their goals and dreams is striking a balance between the tyranny of immediate current events with the need to stay focused on your longer term goals.   The recent Brexit vote in the U.K. is a case in

Read More...

Investing Like the Rich Do

“Everyone has a plan until they get punched in the face.” George Foreman.   With RRSP season upon us, it might be useful to see how the wealthy invest their funds for some indication as to how they differ from average Canadians. As Baron Rothschild famously stated, “The time to

Read More...

The Client Interview

There is often a sense of nervousness when you go to your first meeting with a new financial planner or advisor. How should you approach the meeting? What and how much should you tell them? What results do you expect from the meeting and from any future interactions?   Generally

Read More...

China’s Global Impact

The August correction in the Chinese stock market led to a lot of “how terrible” news coverage and speculation as to whether or not this signaled the end of the China growth story and how it would impact the US and global economies.   Calmer voices were more resolute in

Read More...

Anatomy of a Market Correction

The origin of the recent stock market correction started earlier in the spring of this year. During the month of April, the Canadian, U.S. and many other global stock markets achieved new record highs.   Instead of celebrating such a numerical milestone, many media commentators started wringing their hands in

Read More...

World Reserve Currency Regime

Canadians, like many nationalities, have a home bias when it comes to investing. The majority, if not all of their investments, such as RRSPs, real estate, mutual funds, segregated funds and businesses, are in Canada and are tied to its future economic growth.   These Canadian investments could see reduced

Read More...

Evolution of an Investor

Sometimes during social events or other gatherings a person will approach someone in the financial services business with an opening question: “I hear you do investments. What kind of returns can I expect?”.   The type of questions asked by individuals are usually a good indication of their investing experience.

Read More...

Living Longer & Retiring Faster

Over the last one hundred years, every new generation of Canadians has enjoyed the benefit of a longer life expectancy. With dramatic improvements in health care, the human life span has never been longer. Additionally, some have set their sights on early retirement. The combination of living longer and retiring

Read More...