by Aaron Chaze | Dec 1, 2020 | Investing, Investment 101, Management Commentary, Market Update
Fabulous news for BlackBerry! Expanding its association with Amazon Web Services is the news of the day, with the stock jumping 40.0%! BB has been the most underestimated and undervalued stock in the tech world. Before the announcement of this news, BB traded at just...
by Jeffrey Roy | Dec 1, 2020 | Investing, Market Update
The SpaceX rocket successfully ferried four astronauts on its Crew Dragon capsule to the International Space Station on November 15, marking a new era for the space industry and the companies competing in it. The Falcon Heavy (another SpaceX rocket) will ferry...
by Kimberly Northcote | Nov 19, 2020 | Investing, Investment 101, Retirement
For the past few years, there has been a problem quietly growing in the financial advising profession. High-level financial management has been limiting its availability to the uber-rich, those who can park millions into investment funds with a level of informality...
by Kimberly Northcote | Nov 3, 2020 | Investing, Investment 101
Finding an effective and trustworthy financial advisor to help you invest your money can be a daunting task, made all the more stressful by the fact that most people are not aware of how to evaluate the expertise and integrity of the financial advisors they are...
by Aaron Chaze | Oct 22, 2020 | Management Commentary
We are witnessing surprising strength in US interest rates as US government bond yields jumped across the curve to the highest level since early June. The closely watched 10-year bond rate is now at 0.82% as of October 21, and the 30-year is at 1.62%; up from 0.53%...
by Aaron Chaze | Apr 17, 2020 | Management Commentary, Market Update, Monthly Newsletter
State of the Market The immense damage that has been visited on the global economy since mid-March, and the staggering scale of government and central bank response, has changed the very fabric of the global economy. It has also dramatically changed how we think of...
by Kimberly Northcote | Jan 29, 2020 | Investing, Investment 101, Management Commentary, Retirement, Tax Strategy
Nobody likes deadlines, it’s true, but when it comes to RRSPs, there is one important day approaching that we recommend you prepare for: March 2, 2020 is the last day that RRSP holders can make contributions that will count toward the 2019 tax year. In this article,...
by Kimberly Northcote | Jan 27, 2020 | Investing, Investment 101, Management Commentary, Retirement, Tax Strategy
Despite having names that imply more of a savings objective, Registered Retirement Savings Plans and Tax-Free Savings Accounts are both excellent vehicles for investing. They can hold many different types of investments, such as GICs, ETFs, common and preferred...
by Aaron Chaze | Oct 7, 2019 | Investing, Management Commentary, Retirement
Conversations with people heading into retirement reflect the stark reality of perennially low interest rates and the unique challenges to generating retirement income. The entire retirement income paradigm has turned on its head. Not too long ago, retirement meant...
by Jeffrey Roy | Sep 30, 2019 | Management Commentary, Retirement
Many Canadians associate celebrating their 71st birthday as the date when certain important financial retirement decisions should be made. While some retirement decisions are irreversible, most can be adjusted as you move along the retirement horizon. You just need to...
