Archive for the ‘Portfolio Management’ Category

An Investment Fiduciary: The Services and Why it Matters

By Greg Rodger on April 9th, 2025

As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view...

Investment Fiduciary and The Integrity of Your Portfolio

By Greg Rodger on March 26th, 2025

As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view...

Lifestyle Goals-based Investing: A Client Tailored Approach

By Loren Francis on February 26th, 2025

We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Goals-based investing is at the core of our investment philosophy, but historically this has not been the case for the...

Smart Portfolio Design Matters and Here’s Why

By Adam Laird on January 29th, 2025

Creating portfolios centered around your goals will help you and your family stay committed to your investment strategy and build long-term, sustainable...

Piling into U.S. stocks? Don’t Expect the Past Decade to Repeat

By Dan Hallett on January 15th, 2025

The head-turning performance of the S&P 500 Index has many investors clamouring for more exposure to these five hundred stocks. This widely-followed barometer of mostly-larger U.S. stocks has posted total returns in excess of 18% in six of the...

The Services Of An Investment Fiduciary and Why it Matters

By Greg Rodger on October 30th, 2024

As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view...

Portfolio Design is Crucial. Here’s Why.

By Adam Laird on October 2nd, 2024

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for...

Savvy DIY Investors Must Plan For Succession

By Dan Hallett on September 4th, 2024

While do-it yourself investors are notorious for making big behavioural mistakes, there is a unique subset of very savvy investors. While they do not make the same costly mistakes of their less disciplined peers, they will face a significant...

Portfolio Design: How this Matters Greatly

By Adam Laird on July 17th, 2024

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for...

Future Thinking is Portfolio Design

By Adam Laird on June 5th, 2024

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for...

See Beyond

Receive Market Commentary + Stewardship Insights.

  • This field is for validation purposes and should be left unchanged.