When asked recently to examine a portfolio manager’s track record, I was reminded of how careful one must be with performance rankings. In this case, I was assessing the strong five-year run of a Canadian Small/Mid Cap Equity manager. It...
I have been writing about monthly income investment funds for nearly a dozen years, putting their distributions to the test and highlighting such funds’ mythical tax advantages. Over the past two years, I’ve been particularly...
When key people leave a money management firm, it is often cause for concern – particularly when key personnel leave in packs. While one of my older blog posts laid out a framework for dealing with changes in lead managers, it’s also...
Many investors feel better about their investments when their advisor is fine-tuning their portfolios. The persistence of global macroeconomic challenges has strengthened this long-standing desire among many clients. While so few are skilled...
The headline on the front page of the Globe and Mail today reads “Get Back in the Market…Now!” The lead article in the Report on Business is entitled “The End of Fear”. Wow! Isn’t it so often the way? The Dow closed yesterday through...
Type the phrase “financial advisor commissions” into Google and the results will be less than flattering to the financial advice industry. Understandably, regulators and the media are focused on full service brokers or financial...
I have been involved in several client proposals and meetings over the past several weeks. A common thread continues to emerge in most cases. Since bonds are needed to limit total portfolio risk, they also limit potential total returns. And...
Type the phrase “bond bear market” into Google and you’ll see a long list of articles proclaiming the certainty of the oncoming bear market in bonds. I agree that bond yields are artificially low and that bonds are expensive...
The Globe and Mail shed a bit of light on the small universe of private real estate investment trusts (REITs) in Canada. The article touches on both the benefits and perils of this emerging product segment. I recently reviewed a Canadian...
For many income-oriented investors October 31, 2006 will forever be etched in their brains. That was the day that our Federal Finance Minister lowered the tax boom and ended the tax arbitrage of income trusts. The market reacted by slicing about...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
