Cutting Through the Noise
February 22, 2017
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.”
Read MoreJanuary 30, 2017
January 25, 2017
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!
Read MoreJanuary 23, 2017
December 21, 2016
With BMO being the latest bank guilty of double-charging their clients, the new client reporting regime ("CRM2") can't come soon enough.
Read MoreDecember 9, 2016
Unlike branch banking, investment management is an anti-scale business.
Read MoreDecember 5, 2016
Investors hate risk, but at times the biggest risk is not investing at all.
Read MoreNovember 29, 2016
November 24, 2016
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.
Read MoreNovember 14, 2016
The big banks have been behaving badly, double charging certain investors. Hopefully, new reporting regulations will shake out this kind of behaviour.
Read MoreNovember 9, 2016
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.
Read MoreOctober 26, 2016
Business TV is all about entertainment and action. Which means a show preaching patience and discipline wouldn't exactly make for scintillating theatre.
Read MoreOctober 24, 2016
A look at two large corporate mergers and the insights they offer.
Read MoreOctober 17, 2016
Our clients achieve something that the clients of few other firms can claim: they do as well as our funds.
Read MoreOctober 7, 2016
A number of trends are impacting the capital markets. We link them to what we're doing in our portfolios.
Read MoreSeptember 19, 2016
Why we're watching closely the proposed merger of PotashCorp and Agrium.
Read MoreAugust 3, 2016
What will 'success' look like if the government's efforts are effective in cooling off the Vancouver housing market?
Read MoreJuly 27, 2016
A look at how ETF providers are engaging in the same bad behaviours that the mutual fund industry has been guilty of.
Read MoreJuly 21, 2016
At its core, investing is simply about owning companies. We sometimes forget just why this is a very cool thing.
Read MoreJuly 18, 2016
CRM2 has finally arrived. Here’s what it means to fee and performance disclosure.
Read MoreJuly 6, 2016
The world economy is not designed to work with negative interest rates. It doesn’t mean we shouldn’t invest, but it does require that we proceed with caution.
Read MoreJune 30, 2016
It appears that trailing commissions, or trailers, are going the way of the dodo bird.
Read MoreJune 24, 2016
The UK's 'Brexit' referendum has been a jolt to the capital markets. Here's what it means and what we're doing.
Read MoreJune 20, 2016
When I read about the steps the banks are taking to maintain their oligopolistic profits – staff cuts and fee increases – I feel a little like Oliver Twist asking for more gruel.
Read MoreMay 12, 2016
Markets sure seem unstable lately. But how does today's volatility compare to the past? You'll probably be surprised.
Read More