Cutting Through the Noise
September 24, 2018
Seven factors that are better predictors of future returns than what investors often use — a casual recommendation, glossy brochure or good recent returns.
Read MoreSeptember 17, 2018
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.
Read MoreAugust 28, 2018
The full background on why we've decided to replace the manager of our Global Equity Fund.
Read MoreAugust 27, 2018
Private equity has risen in popularity in recent years, but there are important tradeoffs investors should be aware of.
Read MoreAugust 15, 2018
Barry Critchley recently filed his last column with the National Post. For 35 years, he wrote about deals, products and people, and was never one to mince words — as his final piece attests.
Read MoreAugust 13, 2018
In his Financial Post column, Tom explores the folly of market forecasts and wonders why the investment industry tries to be so precise about something that's anything but.
Read MoreJuly 31, 2018
A 9-year bull run has pushed client expectations higher, and yet, opportunities to generate future returns are lower. Here's what it means for investors.
Read MoreJuly 16, 2018
Before straying from the tried and true when investing, here are some things to know about the new and fancy.
Read MoreJuly 3, 2018
Canadian investors love their banks. To be sure, they've been solid investments. But it's important to make sure they don't make up too much of your portfolio.
Read MoreJune 25, 2018
Regulators took a stance last week on the controversial topic of embedded commissions. Here's why we're disappointed with the decision.
Read MoreJune 18, 2018
Companies and industries go through life cycles. In asset management, we've been going through the consolidation phase.
Read MoreJune 6, 2018
It’s a fine line. Is your bank or investment representative serving you or selling you?
Read MoreJune 4, 2018
In his Financial Post column, Tom explains why his biggest concern is the duration of the next market pullback, not the magnitude.
Read MoreMay 22, 2018
The Jets' playoff run this spring was a product of discipline, patience and courage. There's some good investing lessons there too.
Read MoreMay 7, 2018
A look at where your investing returns come from, in order of importance.
Read MoreApril 23, 2018
It’s important that you diversify your information sources as you would diversify your portfolio.
Read MoreApril 9, 2018
While growth stocks have been the market darlings over the last several years, value stocks have beaten their shinier, sexier cousins over the long term.
Read MoreApril 4, 2018
How female investors are more like Warren Buffett than their male counterparts.
Read MoreMarch 26, 2018
A look at why your strategic asset mix, or SAM, is the most valuable tool you have for balancing return and risk.
Read MoreMarch 23, 2018
CGOV announced today that it has agreed to be acquired by Fiera Capital. We do not anticipate any changes to how our Equity Fund will be managed, but will be monitoring the transition closely.
Read MoreMarch 12, 2018
The bull market fuelled by debt, interest rates and growth-oriented stocks is nine years old. Time to challenge some assumptions.
Read MoreMarch 9, 2018
If the provincial regulators needed more impetus for getting rid of embedded mutual fund commissions, known as trailers, they got it recently.
Read MoreFebruary 26, 2018
One of the biggest transitions in the wealth management business in the years ahead will be the redistribution of the “mushy middle.” That is, funds that purport to be actively managed, but instead closely follow an index.
Read MoreFebruary 23, 2018
At this time of year, we’re being fed a daily diet of investing features and advertorials, which makes it a good time for us to throw in our RRSP reminders.
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