Neither I nor our firm makes high level calls on the economy. We refrain from peering into our crystal ball in part because the best time to invest is often when the economic news and data are seemingly at their worst. But that doesn’t...
By Mark Barnicutt, MBA, FCSI, CFA OVERVIEW The recent market volatilities have served as a strong reminder that investing in a globally, intertwined economy of sovereign debt issues is distinctly different than the twenty-five year period prior to...
The Globe & Mail’s Rob Carrick recently wrote about the lessons learned from those investments that lost the most in calendar 2008. One of his most important points is in the very first sentence where he wrote, “Never buy an...
In this morning’s Globe & Mail, Shirley Won has an article on portfolio manager Noah Blackstein. While yours truly is quoted in this piece, I mention it here because the article touches on a topic that I’ve been mulling for some...
A new regulatory initiative – i.e. Mutual Fund Point of Sale – was launched this year in an attempt to better inform investors about the investment funds in which they invest. The key feature of this Point of Sale initiative was to...
So much effort in the wealth management industry is placed on helping families plan for sufficient investment assets during their retirement years – which is important but it’s not the whole story — as often times, the...
Last week, I wrote about not reading too much into distributions paid by bond mutual fund and bond exchange-traded funds. I admit to being surprised by the sensitive chord this struck with many investors. In the spirit of brevity and focus, I...
It’s easy to be seduced by what appears to be a proverbial ‘free lunch’ in the investment world. Nowhere is this more prevalent than in the world of fixed income (i.e. bonds and bond-like investments). There are many potential...
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%),...
Some of my partners and I recently met with investors that have some commonalities pertaining to how they built their significant wealth. Each of these investors, through a combination of hard work and good fortune, amassed significant wealth by...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
