Millennials, Money and the Investment Industry

With millennials expected to inherit over $750 billion in the next decade1, the financial services industry must understand the mindset […]

Understanding the Relationship Between Our Economy and the Stock Market

Most readers will probably have at least a general understanding that the stock market is intended to serve as a […]

Canadian Investment Accounts – Part 2

In Part 1 of this article series, we covered some of the more common investment accounts available to investors: the […]

Artificial Intelligence Calling the Shots?

The presence of artificial intelligence (AI) in today’s society is not only undeniable, but also remarkably powerful. Many of us, […]

Canadian Investment Accounts – Part 1

Everyone knows the importance of finding a great asset manager, but to take full advantage of your investments you also […]

The Three Phases of Managing Cash Flows

With all of the changes that happen during our lifetime, it’s easy to forget about how we should manage our […]

How Our Personality Types Can Affect Attitudes Towards Risk and Decision Making

Our personalities play a role in nearly every aspect of our daily lives whether it’s influencing the type of car […]

Currency Risk: What Canadians should know about foreign currency investments

Investors have a tendency to over-invest in their domestic market. In behavioural finance this bias is known as “home bias” […]

Understanding ‘Investing Styles’ and How to Make Them Work for You

Have you ever stopped to consider the different types of ‘investment styles’ that constitute the assets making up your investment […]

An Overview of Asset Classes in Investing

At one point or another you’ve probably heard the words: equities, fixed income, hedge funds, private equity, or alternative assets. […]

Active Investing vs. Passive Investing

To some of us, the world of investing, through its various terms and strategies, feels complex and overwhelming. As a […]

Socially Responsible Investing: Have you considered it?

At first thought, socially responsible investing brings to mind one of two things: exclusion through negative screening, such as avoiding […]

Behavioural Finance: The biases affecting decision-making in investing

Whether we realize it or not, behavioural finance plays a major role in our investment decisions. But what is behavioural […]

Saving, Investing and Gambling: understanding the difference

We’ve often heard investors speak about a hot new “investment” they’ve made. Take the most recent trend of investing in […]

The 4% Withdrawal Rule Demystified

Most of us spend our working years accumulating wealth by saving and investing. And, for most of us the goal […]

Evaluating a wealth manager: the 4P’s of manager research

There are hundreds of portfolio management firms operating in Canada. And, with every website looking the same (we’ve all seen […]

Fiduciary Duty: What is it and what it means for your portfolio

Roughly one-third (33%) of Canadian investors choose a wealth manager based on a referral from a family member or friend, […]

Asset Allocation: Why it matters and the impact it can have on your portfolio

If Canadians knew that the stock market was certain to go up by 10% over the next few years, would […]

On a Mission to Empower and Offer Guidance to Canadian Investors

The wealth management industry has earned itself a reputation of being too complex. The financial jargon, acronyms, and other technical […]

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