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...
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...
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...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
