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Webinar: ETF Portfolio Construction
Last week, I spoke about constructing portfolios using exchange-traded funds (ETFs) to a group made up mostly of financial advisors. Investment Executive hosted the June 19 webinar and they archived the entire presentation and question period on...
A balanced portfolio’s expected returns
I recently provided the Globe & Mail’s Rob Carrick with my long-term expectations for investment returns and inflation over the next decade. With the exception of a couple of outliers – one bull, one bear – I admit to...
Facebook IPO separates investors from speculators
Like many, I have been watching the Facebook public market debut and post-IPO activity with great interest. While watching from the sidelines I came across an article regarding regulatory inquiries about what went wrong with the overhyped IPO....
Star manager start-ups – due diligence considerations
Some retail mutual fund companies are traditional money management firms that have a single guiding investment philosophy driving the management of all client portfolios – and the in-house firm is the only manager of the funds on offer. ...
Stewarding The Family Foundation
According to various estimates, there are currently approximately 28,000 households in Canada with investable assets in excess of $10 Million. Although these households represent a very small portion of the total households in Canada (<1%), we...
High Impact Philanthropy You Can Experience
OVERVIEW: Philanthropy – or the giving of one’s time and/or money to the betterment of human welfare and advancement – is a thriving and growing element of Canadian society. Given our experiences in the Canadian wealth management...
One-Trick Product Ponies
THE EVOLUTION OF WEALTH MANAGEMENT CHOICE: Over the past twenty-five years, the proliferation of wealth management product has been unprecedented especially across both the investment management and life insurance segments. The benefit for the end...
The unintended lifetime commitment
When entering a marriage, it’s a bad sign if you start planning your exit before vows are ever exchanged. While many of life’s lessons extend to the world of investing, the exit strategy is a notable exception. Unlike in marriage, investors...
The Goldman Sachs Letter – Also A Canadian Issue
Yesterday, Greg Smith published his infamous Op-Ed article in the New York Times titled, “Why I Am Leaving Goldman Sachs“. In this article, Smith effectively states that Goldman Sachs has ‘lost it’s moral compass’ and...
Four things to keep in mind in this low-rate environment
For those seeking a safe and dependable income source, today’s painfully low interest rates pose a real challenge. Bank of Canada Governor Mark Carney regularly reminds us that persistent low rates can be dangerous because they incent...
