Covered-call writing is an investment strategy that promises significantly lower risk with little or no give-up in return potential. But I argued in a recent post that the odds were fundamentally against investors realizing this potential since I...
Extra-lean bond yields are prompting investors to reach for yield with corporate, high yield and emerging markets bonds. Their appetite for stocks is meagre overall but investors still hunger for those that regularly spit out cash –...
Last week, I spoke about constructing portfolios using exchange-traded funds (ETFs) to a group made up mostly of financial advisors. Investment Executive hosted the June 19 webinar and they archived the entire presentation and question period on...
The Globe and Mail recently reported that Michael Lee-Chin was planning a return to the retail investment industry. He has spoken specifically about his desire to bring institutional private equity exposure to retail investors in Canada. ...
I recently provided the Globe & Mail’s Rob Carrick with my long-term expectations for investment returns and inflation over the next decade. With the exception of a couple of outliers – one bull, one bear – I admit to...
Like many, I have been watching the Facebook public market debut and post-IPO activity with great interest. While watching from the sidelines I came across an article regarding regulatory inquiries about what went wrong with the overhyped IPO....
Some retail mutual fund companies are traditional money management firms that have a single guiding investment philosophy driving the management of all client portfolios – and the in-house firm is the only manager of the funds on offer. ...
According to various estimates, there are currently approximately 28,000 households in Canada with investable assets in excess of $10 Million. Although these households represent a very small portion of the total households in Canada (<1%), we...
OVERVIEW: Philanthropy – or the giving of one’s time and/or money to the betterment of human welfare and advancement – is a thriving and growing element of Canadian society. Given our experiences in the Canadian wealth management...
THE EVOLUTION OF WEALTH MANAGEMENT CHOICE: Over the past twenty-five years, the proliferation of wealth management product has been unprecedented especially across both the investment management and life insurance segments. The benefit for the end...
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