Keep Calm and Plan for Volatility

Keeping your nerve when you see minus signs on your portfolio statement is not easy. Throw in a global pandemic, the rising cost of living, interest rate hikes, and a

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Dangers of Information Overload

Decades into the information age, have we hit peak screens? Everywhere you look, people are offering advice. Investing “tips”, stock “insights”, and promises of “financial security” abound across social media

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Wealth Transfer: Preparing the Next Generation

Intergenerational wealth, on our TV screens at least, conjures images of Succession’s Logan Roy dismissing one of his weasel kids with a sneer and expletive. Roy, the fearsome patriarch, who

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Managing Money in a Rising Interest-Rate Environment

Canada’s benchmark interest rate hit an all-time high of 16% in 1991 – and here investors are in 2022, freaking out over projections it’ll touch 1% by June. But there’s

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Should I Stay, Or Should I Go?

Between the pandemic, inflation, and geopolitical tensions, market uncertainty reigns right now. You might have heard some disturbing words, like shares “plunging”, prices “soaring”, and investment “volatility”. Many people, therefore,

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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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