Investing vs Speculating: Don’t Go for “Broke”

18 May, 2018

It’s an interesting anomaly that when the word “investing” is used, some equate it with saving while others’ thoughts immediately go to gambling or speculating. ... Read more

Advice Versa

18 May, 2018

Last month we looked at changes to statement reporting that will (to some extent, at least) make the fees that you pay to own mutual funds more transparent to you. In short, most mutual fund investors pay 2 - 3% of their total investments annually.... Read more

“Fee” Money

18 May, 2018

If you are reading this, then the odds are high that you own a mutual fund. According to the Investment Funds Institute of Canada (IFIC), when it comes to meeting their financial goals Canadians have greater confidence in mutual funds (87%) than an... Read more

From the Portfolio Management Desk: Brexit Update

22 July, 2016

It has been almost a week since we heard the news about Britain’s vote to leave the European Union (EU). In that time investors have had a chance to reflect, and the dust has begun to settle. The initial reaction was subdued panic, as we saw markets drop... Read more