Cutting Through the Noise
April 9, 2021
April 5, 2021
Our assets under management pushed through the billion-dollar mark with the close of the first quarter. Thanks to our 3,700 clients who have helped us get here!
Read MoreMarch 22, 2021
To assist with your tax filing, we provide a review of the tax documents you've received from us this year along with a brief explanation of their purpose.
Read MoreFebruary 23, 2021
January 21, 2021
Discount brokers are in the news again, as their customer experience in 2020 left a lot to be desired. Brand new and prospective clients were treated well, but existing ones? Not so much. In our view, businesses need to find a better balance between loyal, long-standing clients and fresh, shiny new ones.
Read MoreJanuary 13, 2021
A closer look at the different approaches to responsible investing, including ESG integration, SRI (socially responsible investing), and impact investing.
Read MoreJanuary 11, 2021
January 8, 2021
A reader provides some wise words on the missing components in social media conversations.
Read MoreJanuary 6, 2021
A look at our framework for responsible investing, or what we're calling Sustainable Steadyhand.
Read MoreDecember 30, 2020
2020 will forever remain etched in our memory. From an investing standpoint, we haven’t seen anything like it since 2008. Yet, for all the vagaries of the year just passed, one thing turned out to be fairly normal: your returns.
Read MoreDecember 17, 2020
People are the core of every business. In this blog series, we want you to get to know some of our people a little better. After all, they’re our real competitive advantage. In this post, Evan Parubets gets the spotlight.
Read MoreNovember 26, 2020
All you need to know about distributions, and the estimated year-end figures for our funds.
Read MoreNovember 16, 2020
With a COVID-19 vaccine on the horizon and signs that a change in market leadership could be in the offing, we discuss some of the investment opportunities we're excited about.
Read MoreOctober 22, 2020
People are the core of every business. In this blog series, we want you to get to know some of our people a little better. After all, they’re our real competitive advantage. Today, Jeff Stashuk gets the spotlight.
Read MoreOctober 19, 2020
A recording of our virtual Town Hall on responsible investing.
Read MoreOctober 8, 2020
September 29, 2020
As we endeavour to incorporate sustainability practices in how we run our business and funds, we're keen to bring our clients along with us on the journey. To this end, we're hosting a virtual Town Hall on October 15 and would love to have you participate.
Read MoreSeptember 10, 2020
One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.
Read MoreAugust 20, 2020
People are the core of every business. In this new blog series, we want you to get to know some of our people a little better. After all, they’re our real competitive advantage. First up, Lori Norman.
Read MoreJuly 9, 2020
May 28, 2020
April 29, 2020
A roundup of articles for future generations that provide some colour on what the world was like during the lockdown of April 2020.
Read MoreApril 9, 2020
April 7, 2020
As Lenin famously said, “There are decades where nothing happens; and there are weeks where decades happen”. Last month felt like one of those times. Here are some non-investment related impressions of the month in numbers.
Read MoreMarch 24, 2020
A review of the tax documents you should have received from us this year along with a brief description of their purpose.
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