Archive for the ‘Portfolio Management’ Category

Three Reasons I’ve Never Recommended A GIC – And I’m Not Starting Now

By Dan Hallett on March 5th, 2024

In the mid-1990s, interest rates offered on guaranteed investment certificates (GICs) ranged from 6% to 8% per year for five-year terms. Those rates – generous by today’s standards – were a far cry from the double-digit rates available just a...

An Investment Fiduciary – The Integrity of Your Portfolio

By Mark Barnicutt on January 24th, 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...

Lessening Volatility to Build Sustained Family Wealth

By Adam Laird on November 14th, 2023

For families who have built their wealth over a lifetime or have experienced a liquidity event such as the sale of a business after decades of hard work, the prospect of being held hostage to the whims of the market can be frightening. The reality...

Goals-based Investing: A Client-First Approach

By Loren Francis on September 13th, 2023

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...

Comprehensive Portfolio Design Makes the Difference

By Adam Laird on August 30th, 2023

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 fit...

It’s All About the Process: The Key to Successful Investing

By Greg Rodger on July 26th, 2023

In today’s fast-paced financial markets, the allure of quick gains and overnight successes can be enticing, but it is crucial to remember that investing is a long-term journey, not a short-lived sprint.  As an investment professional,...

Part 3: Portfolio Monitoring How Should You Measure The Success Of The Portfolio And Why Is It Important?

By Joe Modica on October 21st, 2022

This blog will be considered Part 3 of a 3-Part series pertaining to Portfolio Monitoring. Please view the Part 1 blog and Part 2 blog. How Should You Measure The Success Of The Portfolio And Why Is It Important? Throughout this series we’ve...

Stewardship for The Family Foundation

By Mark Barnicutt on September 15th, 2022

Many affluent families that we’ve had the privilege of working with during our professional careers feel that – despite their diligent focus & strong work ethic – they’ve been blessed with both opportunity and people in their lives...

Portfolio Design: Why its Crucial

By Adam Laird on August 31st, 2022

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...

Investment Policy: The Blueprint Of Your Portfolio

By Mark Barnicutt on August 25th, 2022

An Investment Policy Statement (IPS) is the key document in a relationship between an investor and an investment adviser.  The reason for this is that the IPS, constructed properly, is the link between a client’s investment objectives and how an...

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