Blog

Cutting Through the Noise


November 14, 2018

By Tom Bradley

The best defense is a good offense

Deep thoughts from an executive forum on regulatory reform and the future of advice.

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November 5, 2018

By Tom Bradley

Lessons I learned from an investment industry legend

Bob Hager's lessons are still applicable today, with the most lasting ones coming from bad markets.

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October 30, 2018

By Tom Bradley

London Calling — Bank stocks

Tom reports back from London with some observations on how banks are viewed by non-Canadian investors.

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October 29, 2018

By Tom Bradley

Canada's place in your portfolio

Geographic diversification is crucial in any portfolio. But the types of companies you own and the investment approach you pursue shouldn't play second fiddle.

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October 22, 2018

By Tom Bradley

When it comes to markets, it's hard to define what 'normal' is. But this isn't it.

In his Financial Post column, Tom suggests there are lots of reasons to believe that today’s investment landscape is anything but normal.

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October 18, 2018

By Tom Bradley

London Calling — Brexit

Tom reports back from London on a little topic that seems to be preoccupying people in the UK — Brexit.

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October 8, 2018

By Tom Bradley

The last third

Putting the office hockey pool ahead of retirement planning? You're not the only one. Here are a few steps to help get you more engaged in planning for the last third of your life.

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October 3, 2018

By Tom Bradley

The decline of the 'in the dark' business model

Most investment firms have operated under the assumption that by keeping clients in the dark, they’re less likely to leave. It now feels like the worm is turning.

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September 24, 2018

By Tom Bradley

When picking a portfolio manager or advisor, remember the 'Seven Ps'

Seven factors that are better predictors of future returns than what investors often use — a casual recommendation, glossy brochure or good recent returns.

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September 17, 2018

By Tom Bradley

Five lessons from the Financial Crisis

In his Financial Post column, Tom looks at how Black Monday and the dot-com crash were just preseason games compared to the fall of 2008.

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August 28, 2018

By Tom Bradley

Manager change for the Global Equity Fund

The full background on why we've decided to replace the manager of our Global Equity Fund.

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August 27, 2018

By Tom Bradley

The pros and cons of private equity

Private equity has risen in popularity in recent years, but there are important tradeoffs investors should be aware of.

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