The Benefits of Working With an Independent Portfolio Manager

Most Canadians will have weighed up the advantages of using an advisor at some point in their lives. But with more and more options open to the DIY investor, the

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What Was Behind The Volatility This Fall?

The fall period is no stranger to volatility. Money managers are well versed in the September Effect1;, which circles the calendar month as the only one with a negative return

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October Market Report

The Bank of Canada ended its bond buying program and moved up the schedule for policy rate increases. The rate increases will begin in the “middle quarters” of 2022, as

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Fixed Income Struggles For The Balanced Portfolio

Fixed income has been the whipping boy of the investment world for a while now. As stocks surged - interrupted only by a global pandemic - alternative strategies went mainstream, and DIY investing increased in popularity, the bond market has been beaten down by low interest rates. 

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The Surging Canadian Dollar: What is Causing it and What is the Outlook? 

A resurgent loonie does something for the Canadian psyche, similar to a game of shinny or a weekend in cottage country. And after the past 14 months, the Canadian dollar’s comeback story has arguably provided a patriotic-tinged economic boost. 

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Ontario Physicians and Changes to the Disability Policy

OMA is making changes to the Disability policy for physicians which in turn, will be increasing rates significantly for their members (physicians). Effective September 1st 2021. RBC has responded by providing a limited time offer of 25% OFF to any and all Ontario physicians who apply/switch their Disability policy to RBC. Promo ends September 10th 2021.  

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