- Home
- Family Wealth Planning
Archive for the ‘Family Wealth Planning’ Category
The Flaws In Canada’s Financial Adviser System
OVERVIEW: Recently, in the Report on Business of the Globe & Mail, there was an article titled, The Flaws In Canada’s Financial Adviser System. This article stated that: “In the investing industry, the line between what’s best for...
Look past emerging markets bond funds’ sales pitch
I was quoted in a recent Globe & Mail article warning that higher yields available in emerging markets bonds (compared to Canada bonds) come with additional risk. Given that the investment fund industry has launched several emerging markets...
Active or passive? Process, not politics, should drive choice of strategy
The National Post’s Jonathan Chevreau recently asked me and a few other financial professionals how we plan to invest this year’s tax-free savings account contribution. The way my reply was framed may have given a somewhat different...
Should you hold bonds in taxable accounts?
An investor’s asset allocation strategy refers to how money is divided across different classes of investments – i.e. stocks, bonds and cash. An asset location strategy, however, drills down a level deeper and deals with “where” or in which...
Does dollar cost averaging boost or hinder performance?
In response to many fee-bashing articles of late, I recently urged both the media and the investment industry to broaden the focus to not only fees but also other less obvious performance drags that are tougher to control. To explain one factor I...
Mutual fund critics missing the big picture
Every time markets bleed red, mutual fund investors and the media become much more price-sensitive. So it’s no surprise that print media have featured a barrage of anti-fee articles. (See the National Post on December 6 and the Globe &...
What Entrepreneurs Can Teach The Wealth Management Industry: Cash Flow Is King
OVERVIEW: Every successful entrepreneur knows the business reality that Cash Flow Is King. In other words, the financial success of their company depends upon the people in their company effectively & efficiently harnessing the assets &...
Compass – HighView Fall 2011 Portfolio Strategy Commentary
HighView Financial Group has recently published our quarterly portfolio strategy commentary for Fall 2011: HighView Compass. To read this report, please click...
Are MFDA Advisors Missing Out On ETFs
Today, there is an article in Advisor.ca, which discusses the range of investment options available for MFDA Investment Advisors, with a focus on ETFs, in servicing their clients. To read this article, click here. I was one of the wealth...
Don’t overlook the basics of hedge fund due diligence
The Ontario Securities Commission recently issued an order in the ongoing matter of Sextant Capital Management, a defunct hedge fund company. While the order pertained to a law firm wanting to remove itself from representing Sextant and its...
