Cutting Through the Noise
February 1, 2021
The wealth management industry is pathetic when it comes to transparency (we strive to be better), so be your own advocate on fees and returns.
Read MoreJanuary 28, 2021
A primer on ESG integration, the branch of responsible investing our managers subscribe to.
Read MoreJanuary 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 18, 2021
When Canadians open their year-end account statements over the next few weeks, the range of returns for 2020 will be as wide as ever. To understand why your number might be dramatically different than your neighbour's, here are some of the reasons for the huge disparity.
Read MoreJanuary 15, 2021
January 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 MoreJanuary 4, 2021
Whether you’re an experienced investor or raw rookie, the buck stops with you, so your 2021 resolutions should revolve around the high-level questions a CEO would ask.
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 28, 2020