Blog

Cutting Through the Noise


February 11, 2021

By Salman Ahmed

Responsible investing myths

There are a number of myths about responsible investing. We attempt to debunk them.

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February 8, 2021

By Scott Ronalds

Look at you, empire builder

Investors don’t typically think of themselves as business owners. But when you strip it down to basics, this is what investing is all about.

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February 2, 2021

By Tom Bradley

Thoughts on the GameStop saga

The price surges in GameStop, AMC, Blackberry and other stocks that are being hyped in chat rooms is the talk of the town. How does it end? We weigh in.

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February 1, 2021

By Tom Bradley

Keep your eye on the 'lost returns' in your annual investing report

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.

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January 28, 2021

By Salman Ahmed

What is ESG integration?

A primer on ESG integration, the branch of responsible investing our managers subscribe to.

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January 21, 2021

By Tom Bradley

New vs. existing clients: A balancing act

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.

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January 18, 2021

By Tom Bradley

2020 was a year of extremes for investors, but it shouldn't change your approach going forward

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.

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January 15, 2021

By Scott Ronalds

The benefits of diversification - 2020

A colourful look at the benefits of diversification.

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January 13, 2021

By Salman Ahmed

Responsible Investing 101

A closer look at the different approaches to responsible investing, including ESG integration, SRI (socially responsible investing), and impact investing.

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January 11, 2021

By Scott Ronalds

Bradley's Brief — Q4 2020

Tom Bradley's quarterly letter to clients.

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January 8, 2021

By Tom Bradley

True Wisdom

A reader provides some wise words on the missing components in social media conversations.

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January 6, 2021

By Salman Ahmed

Sustainable Steadyhand

A look at our framework for responsible investing, or what we're calling Sustainable Steadyhand.

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January 4, 2021

By Tom Bradley

Why keeping a few simple investment resolutions for a few days can change your outlook for a few years

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.

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December 30, 2020

By Scott Ronalds

Is it over yet?

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.

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December 28, 2020

By Tom Bradley

Big lessons from history

A great read from Collaborative Fund's Morgan Housel.

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December 23, 2020

By Scott Ronalds

Bruce Sellery and Tom Bradley: Tips for preparing for a down market

Tom Bradley and Bruce Sellery discuss tips for dealing with the next market pullback.

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December 21, 2020

By Tom Bradley

This year investors had their cake and ate it too. Will there be consequences in 2021?

Generally, investing is all about trade-offs. To get something, you need to give up something else. But in 2020, there are numerous examples of investors having their cake and eating it too.

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December 17, 2020

By Scott Ronalds

Evan Parubets, Investor Specialist

People are the core of every business. In this blog series, we want you to get to know some of our people a little better. After all, they’re our real competitive advantage. In this post, Evan Parubets gets the spotlight.

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December 14, 2020

By Scott Ronalds

Important numbers for 2021

With the turn of the calendar fast approaching, we thought it would be timely to update you on a few important numbers for 2021.

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December 10, 2020

By Tom Bradley

The 2020 Bank Profit Indicator

Canada's big banks make gobs of money. We feel obligated to report just how much.

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December 7, 2020

By Tom Bradley

Be wary of what's baked in the cake

People are rightly enthusiastic about companies with exciting growth prospects like Tesla and Zoom. But as investors, we need to be wary about what's already baked in the cake.

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November 26, 2020

By Scott Ronalds

Year-end distributions

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

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November 23, 2020

By Tom Bradley

Gold can be whatever you want it to be — which is why you should treat it with caution

Gold is back in vogue, rising from US$1,200 two years ago to US$1,900 today. In his latest Financial Post article, Tom Bradley provides some perspective on the precious metal and the role it can play in your portfolio.

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November 16, 2020

By Scott Ronalds

Investment opportunities in a post-vaccine world

With a COVID-19 vaccine on the horizon and signs that a change in market leadership could be in the offing, we discuss some of the investment opportunities we're excited about.

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November 12, 2020

By Tom Bradley

RRSP transfers: The dark side

If you move your RRSP to a new firm, they'll process the paperwork and get you up and running in no time. If you transfer assets out, it can take weeks. This imbalance is appalling and worthy of a rant. Here goes.

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