Category Archives: Uncategorized

 Jim Gilliland, CFA President & CEO, Head of Fixed Income                      You may have seen the announcement this week that Edinburgh Partners has agreed to be acquired by Franklin Resources, Inc., … Read full article >

  Mike Wallberg, CFA   Vice President, Marketing & Communications   The estimated 2017 capital gains distributions for funds are in and we see good news this year for our clients: some funds are not expected to distribute any capital … Read full article >

  Nick Szucs, CFA   Canadian Equity Analyst   The U.S. protectionist and America-first mentality have undoubtedly been re-invigorated by Donald Trump’s election. The Softwood Lumber Agreement (SLA) between Canada and the U.S. is being renegotiated and Trump continues to … Read full article >

  Stephanie Hickmott, CFA   Vice President, Portfolio Manager   Canadian securities regulators designed Phase 2 of the Client Relationship Model (CRM2) to ensure investors receive clear and complete disclosure of the performance of their investments and fees associated with … Read full article >

    Ben Homsy, CA     Institutional Portfolio Management, Fixed Income   Canada was not in recession in early 2015, and never has been without a U.S. recession Indicators of a U.S. recession are rising, namely yield curve flattening and tightening … Read full article >

  Karey Irwin, CFP   Vice President, Investment Funds As we approach the end of 2015, investors should be aware of things they can do with their portfolios to minimize their 2015 taxes. Here are five strategies to ease the burden … Read full article >

  Jon Palfrey, CFA   Senior Vice President, Portfolio Manager   With interest rates at record low levels, investors ranging from long term investment funds (Pension Plans & Endowments) to individuals planning for retirement are facing a number of unique … Read full article >

  Karey Irwin, CFP   Vice President, Investment Funds   As the RRSP deadline of March 2 approaches, many investors are reviewing their portfolios and strategies, but with the Tax Free Savings Account (TFSA), investors have another place to put … Read full article >

  Patrick Reddy, CFA   Energy Analyst   In the spring of 2014, the feeling among investors was that crude oil prices would average $101 per barrel over the next year and $103 per barrel over the next 2 years. 

    Ben Homsy, CA     Institutional Portfolio Management, Fixed Income   – Our interest rate outlook implies that the Bank of Canada will normalize monetary policy both later and more slowly than the US Federal Reserve. – We expect the … Read full article >