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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...
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...
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...
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...
