Following the US election results, we would like to share some research on the impact this may have on markets and the economy. We also want to remind you about our investment philosophy and what that means in terms of portfolio management strategy during times like this: As high-conviction, long-term investors, we do not change […]
As you likely know, the UK people voted to exit the European Union yesterday. This has and will continue to create political uncertainty as other member countries like the Netherlands, Spain, Italy, etc consider their own “leave” decisions. It’s important to note that it will take at least two years for an exit to actually […]
Last week, over 400 attendees from across the wealth management industry in Canada came together to celebrate the outstanding value that financial professionals provide to their clients. The 20 award categories recognize excellence across the industry, from community service to best practice. The Canadian ETF Association (CETFA) presented the first CETFA ETF Champion of the […]
The Liberal government released its first budget earlier this week. Here are a few of the details that we thought you might like to be aware of: TFSA’s TFSA contribution room is back down to $5,500 for 2016. If you haven’t opened or topped-up your account yet, please let us know. (Remember: the best way […]
Back in late November, we wrote a Market Commentary entitled “Turbulence” and mused it was “time to buckle up”. In the late summer (August 26th to be precise) we had started to meaningfully decrease risk exposure in the portfolios. We took further steps on December 17th to de-risk by shifting to less volatile companies within […]