Blog

Cutting Through the Noise


December 21, 2016

By Tom Bradley

50 million more reasons for CRM2 - Episode 4

With BMO being the latest bank guilty of double-charging their clients, the new client reporting regime ("CRM2") can't come soon enough.

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December 9, 2016

By Tom Bradley

You've been sold – Part 27

Unlike branch banking, investment management is an anti-scale business.

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December 5, 2016

By Tom Bradley

Don't sweat the return outlook

Investors hate risk, but at times the biggest risk is not investing at all.

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November 29, 2016

By Scott Ronalds

The agonizing reality of moving an account

A rant about Canada's slow moving banks.

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November 24, 2016

By Tom Bradley

It's all about Trump ... or is it?

Stocks have been surprisingly strong since Trump's acceptance speech. Investors shouldn't read too much into any one factor, however, that may appear to be driving markets.

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November 14, 2016

By Tom Bradley

73 million reasons for CRM2

The big banks have been behaving badly, double charging certain investors. Hopefully, new reporting regulations will shake out this kind of behaviour.

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November 9, 2016

By Tom Bradley

The Trump era begins

With Donald Trump heading to the White House, we have a lot to absorb and it’s too early to determine how and when we will make adjustments in the funds.

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October 26, 2016

By Tom Bradley

"The worst TV show ever"

Business TV is all about entertainment and action. Which means a show preaching patience and discipline wouldn't exactly make for scintillating theatre.

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October 24, 2016

By Salman Ahmed

Goodbye Brangelina, Hello Potrium

A look at two large corporate mergers and the insights they offer.

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October 17, 2016

By Tom Bradley

The 90% rule

Our clients achieve something that the clients of few other firms can claim: they do as well as our funds.

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October 7, 2016

By Tom Bradley

Trends analysis of Steadyhand portfolios

A number of trends are impacting the capital markets. We link them to what we're doing in our portfolios.

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September 19, 2016

By Salman Ahmed

Agrium and PotashCorp: It ain't over till it's over

Why we're watching closely the proposed merger of PotashCorp and Agrium.

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