Blog

Cutting Through the Noise


March 10, 2017

By Tom Bradley

Canadian banks: sales or service?

In another case of the big banks behaving badly, TD is in the hot seat for its sales practices.

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March 8, 2017

By Tom Bradley

If not now, when?

Words of wisdom from marketing guru Seth Godin.

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February 22, 2017

By Tom Bradley

We're No.2. We try harder.

We didn't win Morningstar's 'Steward of the Year' award this year. But we have every intention of living up to the old Avis motto – “When you’re only No.2, you try harder.”

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January 30, 2017

By Tom Bradley

The straight goods on economics

Five things they don't tell you about economics.

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January 25, 2017

By Scott Ronalds

Fifty-two grand!

With the turn of the calendar comes a fresh $5,500 in contribution room for your Tax-Free Savings Account (TFSA). Even better, the lifetime contribution limit for these accounts now stands at $52,000!

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January 23, 2017

By Scott Ronalds

The costs of investing

A breakdown of the direct and indirect costs that impact returns.

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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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