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…
Investing at All-Time Highs in a Trumpty Dumpty World
Webcasts | Nov 15, 2017
Every year, we host our annual State of the Markets Seminar Series. This is an intimate event is intended to provide an informative discussion, highlighting our current market outlook and…