The return of volatility

Markets | Feb 8, 2018

Why you don’t need to panic The latest sell-off marks the first substantial increase in volatility after a lengthy period of relatively quiet markets. While it may be disconcerting for…

The importance of risk management in a late investment cycle

Markets | Jan 26, 2018

Happy new year to all of our readers. We wish you a healthy, joyful and prosperous 2018. We had another solid year in 2017. Equity markets were very generous; fixed…

10 Things Investors Should Expect in 2018

Markets | Jan 9, 2018

The world is an exceptionally complex place.  World events, politics, the markets – no one really has any idea what’s going to happen in 2018. Some, of course, will fancy…

Revised Rules on Income Sprinkling

Wealth Planning | Dec 19, 2017

On December 13, 2017, Canada’s Minister of Finance, Bill Morneau, announced revised tax measures related to “income sprinkling” by business owners and their families. The new rules will take effect…