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 educate themselves to ensure they’re getting the best advice and service for their money. However, doing the groundwork can be daunting. Sometimes it’s hard to know what the right questions even are. Here are some key topics to help you ask the right questions when selecting your investment manager.

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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, but in the end no matter what type of market we are in fees do matter .  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 year-to-date. What has often been suggested as a portfolio hedge or an alternative currency may, in fact, no longer enjoy the safe-haven status it has in days past — especially as it relates to gold-price volatility.

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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. North of the border, however, the reality is that the average Canadian investor’s portfolio contains—well, mostly Canadian stocks.

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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 Jim Flaherty put it. The budget’s size is in line with his plan to have a balanced budget by 2015-16.

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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 debt problems affecting capital markets. The two most common questions I hear are: What investments is Leith Wheeler recommending, and Should I park the money in cash, then invest when things settle down?

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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 from the sale of securities or mutual funds in a taxable portfolio. 

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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 we know about a housing bubble? Do we know it when we see it? Read Full Article >

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High Frequency Trading: The Need for Speed!

  Bob Lau, CFA
  Head of Equity Trading

 

You have probably heard of High Frequency Trading (HFT) in the media.  It has become prevalent in our financial markets today, with some estimates suggesting that HFT makes up to 70% of the volume of stocks traded in the U.S. and 35% in Canada.  The questions then become: What is HFT and how can it affect traditional investors? Read Full Article >

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Back to Basics: Searching for Safety?

  Karey Irwin, CFP
  Vice President, Investment Funds

 

When there is uncertainty or volatility in the markets, the natural tendency is to try to protect your capital.  The pain of a bad equity market is much worse and lasts longer than the pleasure from a growing market.  Many investors still have strong memories of 2008 and do not want to re-live that. Read Full Article >

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