Category Archives: Uncategorized

Investing in Bonds in Today’s Market

  Michael Schaab, CFA   Vice President, Portfolio Manager     Thomas Holloway, CFA   Fixed Income Analyst   Interest rates have been at historic lows for the past several years, in part due to the U.S. government’s bond-buying program … Read full article >

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The Long Term Benefits of Active Investment Management

  Michael Job, CFA   Investment Funds Advisor/Portfolio Management Associate   As a follow up to the piece we published last year titled, ETFs: Pros, Cons and Misconceptions, which compared ETFs to actively managed mutual funds we would like to … Read full article >

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Selecting an Investment Manager

  Jerry Koonar, CFA   Vice President, Portfolio Manager   What the brochures and emails don’t include are the answers to the hard questions every investor should ask when deciding who will manage their investments. It’s up to investors to … Read full article >

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The Impact of Fees on Investment Performance

  Karey Irwin, CFP   Vice President, Investment Funds     Jerry Koonar, CFA   Vice President, Portfolio Manager   Fees matter. In a good market investors have a tendency to ignore them and in challenging markets they are scrutinized, … Read full article >

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Gold, the Safe-Haven Precious Metal, Begins to Lose its Lustre

  Nick Szucs, CFA   Canadian Equity Analyst   In recent months, one of the big stories in capital markets has undoubtedly been how gold is losing its lustre. Just look at the 35-per-cent collapse in the S&P/TSX Gold Index … Read full article >

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Look Southward to Diversify Your Portfolio

  Michael Job, CFA   Investment Funds Advisor/Portfolio Management Associate   Earlier this month, the Dow Jones Industrial average touched record highs, propelled by strong U.S. job-creation figures. That’s great news for investors whose portfolios contain plenty of U.S. equities. … Read full article >

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Feds Target Tax Shelters

  Karey Irwin, CFP   Vice President, Investment Funds   The recent federal budget has been referred to as “tight fisted” by some commentators because it contains the ”smallest increase in discretionary spending in nearly 20 years,” as Finance Minister … Read full article >

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RRSP ABCs: Tips for Investing

  Karey Irwin, CFP   Vice President, Investment Funds   It’s RRSP season and investors are bombarded with advertisements urging them to make their contributions to all kinds of investments. The choices can be overwhelming, particularly with volatility and global … Read full article >

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What is Book Value?

  Karey Irwin, CFP   Vice President, Investment Funds   Book Value (also known as Adjusted Cost Base or ACB) is a concept that is often confusing to investors.  It is used in calculating the capital gain or loss resulting … Read full article >

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Housing Bubble?

  Thomas Holloway, CFA   Fixed Income Analyst   In the 1964 Bond movie Goldfinger, “M” asks the hero: “What do you know about gold?” Bond replies with a wry smile, “I know it when I see it”.  What do … Read full article >

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