Blog

Cutting Through the Noise


February 11, 2025

By Tom Bradley

The most important document investors will get all year

Is your investment process working? Are the fees you're paying justified by the service you're receiving? Your annual 'Performance and Fees Report' is a great resource to help answer these all-important questions.

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February 10, 2025

By Salman Ahmed

Tariffs and the Canadian economy: What investors need to know

Tariffs are a hot topic, and investors are understandably concerned. In this Coffee Break, Carolyn Kwan, Portfolio Manager at Connor, Clark & Lunn, discusses the impacts of tariffs on the Canadian economy, key industries, and your investments.

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January 30, 2025

By David Toyne

Rewirement: Planning for purpose and happiness in retirement

Retirement is a new phase filled with purpose, joy, and opportunities, as Don Ezra, author of Life Two, explores in this Coffee Break.

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January 27, 2025

By Tom Bradley

Some investments are more prone to emotion than others. Here’s how to avoid following your heart

Certain investment categories are more prone to unconditional love than others. Dividend stocks, real estate, gold and cryptocurrencies are prime examples. Tom Bradley explains in his Globe and Mail column.

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January 23, 2025

By Salman Ahmed

Year-end review and investment outlook video

In our year-end video, we update you on the firm, share our market outlook, review our performance, and explain how your portfolios are built to handle today's market dynamics.

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January 20, 2025

By Scott Ronalds

The big charts to watch in 2025

Stock returns come from three sources: dividends, earnings growth, and changes in valuation. A look at the drivers of the U.S. market's return over the past year, and past 10 years, is telling.

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January 16, 2025

By David Toyne

CPP, OAS, and other key retirement numbers to know for 2025

We chat with Certified Financial Planner Owen Winkelmolen about the important numbers for 2025 that investors should be aware of, including contribution limits for TFSAs, RRSPs, and FHSAs; and the updated CPP, OAS, and GIS benefits.

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January 15, 2025

By Scott Ronalds

The benefits of diversification — 2024

A colourful look at the benefits of diversification.

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January 13, 2025

By Tom Bradley

When and how to pay attention

More than ever, it’s easy to let the amount of information out there overwhelm you. We offer some suggestions on how you can allocate a larger share of your 2025 attention budget to where it will matter the most.

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January 10, 2025

By Tom Bradley

Bradley's Brief — Q4 2024

Tom Bradley's quarterly letter to clients.

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January 9, 2025

By David Toyne

Estate planning: The importance of a legacy binder

In this Coffee Break, estate lawyer Lucy Main discusses the concept of a 'death binder' and how it can be an invaluable tool for executors.

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January 7, 2025

By Tom Bradley

Investing vs. gambling: The rise of options trading

The degree of speculation, in stocks and elsewhere, rivals the go-go periods of 1999 and 2021. Case in point: options trading volumes have gone through the roof.

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January 1, 2025

By Scott Ronalds

Important TFSA, RRSP, and FHSA numbers for 2025

As we step into a new year, it’s timely to highlight a few important financial numbers for 2025.

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December 30, 2024

By Scott Ronalds

Say goodbye to transfer fees!

We’re excited to announce that our popular Transfer Fee Reimbursement Program is back — this time permanently! Starting January 1st, you can say goodbye to transfer fees when you move an account to us worth $50,000 or more.

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December 26, 2024

By Tom Bradley

Investors are in an era of speculation, risk-taking and dreaming. How do you stay grounded?

While it's been a great year for investors, there are sectors that look frothy. Notably, cryptocurrency and AI have shown signs of overheating. As the speculation meter climbs, it's crucial to remain grounded. Here are a few tips to help.

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December 23, 2024

By David Toyne

Charitable giving part II: Philanthropy strategies for Canadians

In Part II of our discussion with Aneil Gokhale, Director of Philanthropy at the Toronto Foundation, we dive into actionable ways Canadians can elevate their giving, from leveraging donor-advised funds to gifting appreciated securities.

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December 16, 2024

By Tom Bradley

Before you read a year-end forecast

In the next few weeks, your newsfeed will be filled with predictions about 2025. Emerging trends. Stock market targets. Impact of government changes. Before you take the time to read any of them, I implore you to look at these two pieces.

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December 9, 2024

By David Toyne

Charitable giving: How to make an impact

In this Coffee Break, we chat with Aneil Gokhale, Director of Philanthropy at the Toronto Foundation, about the many benefits and impacts of charitable giving.

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December 5, 2024

By Scott Ronalds

A recap of our discussion on the Equity Fund with Nessim Mansoor

The manager of our Equity Fund shares insights into his investment approach and discusses several of the fund’s holdings.

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December 2, 2024

By Tom Bradley

The IPO market is dead. Is a resurrection possible?

Stock markets are booming and there seems to be an unquenchable thirst for risk, but there is one area of the capital markets that’s in the doldrums: the market for IPOs is dead. Tom Bradley explains why in his Globe and Mail column.

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November 29, 2024

By Scott Ronalds

Year-end fund distributions

All you need to know about distributions, and the estimated year-end figures for our funds.

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November 25, 2024

By David Toyne

CPP enhancements explained

Financial planner Jason Yee breaks down the recent changes to the CPP and their impact on your retirement planning.

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November 21, 2024

By Scott Ronalds

The eye-opening difference of using your TFSA for investing vs. saving

Some fascinating numbers on TFSAs. And why they should be called Tax-Free Investing Accounts instead.

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November 18, 2024

By Tom Bradley

Making connections in investing

For all the word game fans out there, we've created an investment version of Connections. Can you find the right groupings?

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November 14, 2024

By Scott Ronalds

DIY investing? How to ensure your family isn’t left holding the bag

If you’re a do-it-yourself investor and you’re getting up in years, succession planning may be on your mind. Here are some strategies to consider.

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