Category Archives: Uncategorized

What’s the Difference Between a Time Weighted Rate of Return and a Money Weighted Rate of Return?

  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 >

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Assessing the Risks of a Recession

    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 >

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Five Year-End Tax Planning Strategies

  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 >

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What Drives Interest Rates?

  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 >

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How to Make an RRSP Decision that’s Right for Your Age

  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 >

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The Oil Conundrum

  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. 

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Why The Bank Of Canada Will Raise Rates Later And Slower Than The Fed

    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 >

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Four Ways to Protect Yourself from Another Market Crash

  Jim Gilliland, CFA   President & CEO, Head of Fixed Income                      Six years ago this month, the venerable, 158-year-old investment banker Lehman Brothers collapsed and the world was plunged into … Read full article >

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The Good and Bad of High-frequency Trading

    Michael Schaab, CA, CFA     Vice President, Portfolio Manager   Since the publication of Michael Lewis’s new book, Flash Boys, a startling amount of attention has been given to the practice of high-frequency trading. HFT is a nuanced and highly … Read full article >

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Tax Tips: New CRA Requirements

  Jon Palfrey, CFA   Senior Vice President, Portfolio Manager   You’ve made your RRSP and TFSA contributions. You’ve done your end-of-year tax-loss selling. You’ve contributed to registered charities. You’ve done all the right things to manage your taxes. Now that March … Read full article >

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