When transitioning wealth from one generation to the next, “the rest of the story” occurs after the estate transitions. Sadly, the rest of the story does not have an upbeat outcome. Unfortunately the rest of the story is that only about 30% of...
As the calendar turns to another year, I’ve wasted no time thinking about resolutions that will help improve your chances for successful wealth management and investment management in 2014 and beyond. Even if you commit to just a few of...
There is an old saying attributed to philosopher John Dewey, “Patience is a virtue, possess it if you can, seldom found in woman, never found in man.” In the investing world, patient investors usually do better than impatient investors....
My recent review of many investors’ portfolios prompted the saying “the more things change, the more they stay the same” to keep ringing in my mind. With a new year quickly approaching, investors would do themselves a favour by...
Investors are making a mistake if they assume that the information on their monthly investment statement is sufficient to allow them to determine how well their portfolio is being managed. Most statements are inadequate for this purpose. If...
There is one investment strategy that is so simple, it could be the recommended strategy for a book called The Idiot’s Rules for Investing. Many readers will be wishing their advisors had delivered results that were this good. In a nutshell, the...
Five years ago today, the investing world was frozen with fear. Stocks markets had collapsed; Lehman Brothers had slid into bankruptcy several weeks earlier; and discussions were accelerating regarding letting GM and Chrysler do the same. Fear...
The financial advisory industry has long been challenged to report accurate, personalized performance to its clients. Investment management clients have always wanted good reporting but most retail clients didn’t require it because returns...
Drawdown, in a nutshell, gives the history of how much a particular investment has dropped in value before it recovered. If you know the drawdown of an investment (or your portfolio as a whole), you know what to expect in terms of potential...
A. OVERVIEW: Today’s investment management offerings are comprised of a variety of Service Components that comprise the total offering. As a result, it can be rather challenging for investors to compare the investment management offerings...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
