Investments

Client Centre

The Loonie

The Loonie The Financialist • Issue 130 • July 2016 BY CHRIS EYNON CFP FMA CPCA In 1987, the Royal Canadian Mint produced a small, gold-colored coin (actually, it is currently made of steel with brass plating) to repl...
[Read more...]

ETF or Mutual Fund – What’s The Difference?

ETF or Mutual Fund – What’s The Difference? The Financialist • Issue 120 • January 2014 BY ALAIN QUENNEC BComm CFP FMA CIM Most investors leave the choice of selection of individual stocks and bonds to...
[Read more...]

Protect Yourself

Protect Yourself The Financialist • Issue 120 • January 2014 If an investment you're interested in has the characteristics of one of the five warning signs below—it’s okay to say ‘no’. #1 - ...
[Read more...]

The One Thing

The One Thing The Financialist • Issue 119 • October 2013 BY BRETT SIMPSON BComm CLU ChFC CFP RHU In the 1991 movie “City Slickers”, Curly (Jack Palance) asks Mitch (Billy Crystal): “Do you kn...
[Read more...]

Women Provide Investment Lessons

Women Provide Investment Lessons The Financialist • Issue 117 • April 2013 BY TERESA BLACK HUGHES CFP R.F.P. CLU FMA CIM Women are often personally connected to the object and process of learning. Their sense of id...
[Read more...]

Deciding on an Investment

Deciding on an Investment The Financialist • Issue 108 • January 2011 BY CLAY GILLESPIE BBA CFP CIM FCSI What is the first question that comes to mind when deciding on an investment? Is it the rate of return? Is it th...
[Read more...]

Buying Individual Securities

Buying Individual Securities The Financialist • Issue 106 • July 2010 BY CORY HILL CFP CIM An investment in an individual stock, an individual bond, or preferred shares can be an appropriate addition to many clients’ portfolios...
[Read more...]

Back to Basics - Investing 101

Back to Basics – Investing 101 The Financialist • Issue 106 • July 2010 BY CHRIS EYNON BA CFP CIM   After the rollercoaster markets of the last couple of years, now is a good time to take a look at some of the basic tenet...
[Read more...]

Book Value

Book Value The Financialist • Issue 105 • April 2010  BY BRYSON MILLEY BA CFP   It is commonly assumed that the book value on an investment statement is the amount of money that one has deposited into their account o...
[Read more...]

Making the Right Decision

Making the Right Decision The Financialist • Issue 99 • October 2008 BY BRETT SIMPSON BComm CLU ChFC CFP It is natural to want the easy path to financial security and freedom of choice. It is hard to recognize that our own beha...
[Read more...]

Should Market Risks Be Your Only Financial Concern?

Should Market Risks Be Your Only Financial Concern? The Financialist • Issue 98 • July 2008 BY KEN HAWLEY BComm FLMI CFP RFP CHFC When investors experience a downturn in the stock markets or declining interest rate returns on t...
[Read more...]

Diversification: A Fine Balance

Diversification: A Fine Balance The Financialist • Issue 96 • January 2008 BY VERA VLAOVICH BA CFP CDS Buying a home has continued to be part of an overall financial plan for most people.  With the increased value of Metro...
[Read more...]

When to Sell

When to Sell The Financialist • Issue 90 • October 2006 BY CLAY GILLESPIE In any portfolio, perhaps the most difficult decision is when to sell an investment. By definition, every portfolio will have one investment that is lag...
[Read more...]

Why Diversify?

Why Diversify? The Financialist • Issue 90 • July 2006 BY ALAN KOTAI Diversification is a relatively easy concept to understand.  However, putting it into practice is not as simple.  Human nature creates certain biase...
[Read more...]

Investor Behaviour

Investor Behaviour The Financialist • Issue 89 • April 2006 BY CLAY GILLESPIE A recent study by Dalbar, Inc. (a US research firm) concluded: "Investment return is far more dependent on investor behavior than on fund performance...
[Read more...]

What Bond Ratings Mean

What Bond Ratings Mean The Financialist • Issue 87 • July 2005 BY CHRIS EYNON We often hear in the news that a bond issuer’s credit rating has been upgraded or downgraded. This sounds important, but what does it mean?  Sta...
[Read more...]

What’s In The Book?

What’s In The Book? The Financialist • Issue 86 • April 2005 BY BRETT SIMPSON "It was the best of times; it was the worst of times." This article is not a Tale of Two Cities, but rather a tale of two numbers and their effect on...
[Read more...]

Active vs. Index Management

Active vs. Index Management The Financialist • Issue 84 • October 2004 BY BRYSON MILLEY Index funds are “passively managed” investment funds. In practical terms, that means the assets held in the fund closely mirror the underly...
[Read more...]

Managing Volatility

Managing Volatility The Financialist • Issue 83 • June 2004 BY ALAN KOTAI Recent experience has reminded us that investing in the stock markets (either through individual stocks, stock indices, or other equity investments such ...
[Read more...]

"We have been very happy with the professional and efficient service provided by our advisor."

Jim & Deb B.