What is Socially Responsible Investing?
Posted 25 Jul 2019 by Rick Irwin, CFP, CLU
Part of the job of a financial advisor is to stay on top of trends...
Read More
What Does Your Money Mean to You?
Posted 25 Jul 2019 by Natalie LeBlanc
Money is a tool. How you spend it, how you save it, and what it...
Read More
Market Watch 2019: The Year Ahead
Posted 15 Feb 2019 by Rick Irwin, CFP, CLU
In contrast to last year’s consensus outlook that pointed to a synchronized global economic expansion,...
Read More
Market Watch: 2018 in Review
Posted 13 Feb 2019 by Rick Irwin, CFP, CLU
Most investors will be quite happy to relegate 2018 to the history books. In fact,...
Read More
Market Volatility Comments from Noah Blackstein
Posted 06 Nov 2018 courtesy of Noah Blackstein, CFA
On October 26th, 2018, Noah Blackstein, CFA, a portfolio manager at Dynamic Funds and manager...
Read More
October 2018 Market Watch
Posted 25 Oct 2018 by Rick Irwin, CFP, CLU; Patricia Bell, PFP
While the Canadian markets haven’t fared so well this year, we have been far more...
Read More
Perspectives on Volatility
Posted 25 Oct 2018 by Rick Irwin, CFP, CLU
Looking at the attached chart, which shows the annual returns for the US stock market...
Read More
Will your emotions hijack your investment strategy?
Posted 25 Oct 2018 by Patricia Bell, PFP
The behaviour of the markets is generally cyclical, and therefore our reactions to that market...
Read More
The Four Types of Investment Risk
Posted 25 Oct 2018 by Natalie LeBLanc
When we think about risk, lots of potential situations could come to mind. Repairing a...
Read More
August 2018 Market Watch
Posted 02 Aug 2018 by Rick Irwin, CFP, CLU; Patricia Bell, PFP
The theme of the markets seems to be “uncertainty” as trade regulations and relationships around...
Read More
How to Avoid TFSA Over-contribution
Posted 29 Jun 2018 by Natalie LeBlanc
In 2009 the Canadian government introduced the Tax-Free Savings Account (TFSA) to help Canadians grow...
Read More
May 2018 Market Watch
Posted 16 May 2018 by Rick Irwin, CFP, CLU; Patricia Bell, PFP
The recent volatility of the world markets follows a period of steady growth that was,...
Read More
December 2017 Market Watch
Posted 14 Dec 2017 by Rick Irwin, CFP, CLU
We can look back on 2017 as being a fairly successful year, investment wise. Despite...
Read More
Vetting Your Investment Manager
Posted 11 Oct 2017 courtesy of Scott Pountney, Empire Life
Now that the digital age is upon us, we’ve become experts at comparing various products...
Read More
August 2017 Market Watch
Posted 10 Aug 2017 by Rick Irwin, CFP, CLU; Melissa Allan
Fluctuations in the Canadian dollar made for an interesting 2nd quarter of 2017 for Canadian...
Read More
Disruptive Technology’s Role in Investing
Posted 25 May 2017 courtesy of Capital Group
Emerging technologies and innovation are creating new products and business models that are disrupting the...
Read More
Investing Perspectives
Posted 11 May 2017 by Rick Irwin, CFP, CLU; Natalie LeBlanc
Investing your hard earned money is a decision that takes careful thought and planning, and...
Read More
May 2017 Market Watch
Posted 11 May 2017 by Melissa Allan; Patricia Bell, PFP
Concerns about the future of North American trade regulation and tax reform are growing along...
Read More
The End of Canada Savings Bonds
Posted 06 Apr 2017 by Rick Irwin, CFP, CLU
The recent federal budget was fairly uneventful, with no new significant tax measures and limited...
Read More
Navigating your new Quadrus Statement
Posted 09 Feb 2017 by Natalie LeBlanc
Your 2016 mutual fund statement with Quadrus will be a bit different than the statements...
Read More
Realizing the Value of Advice
Posted 27 Jan 2017 by Rick Irwin, CFP, CLU; Lorna Maughan; Melissa Allan; Patricia Bell, PFP
Take a closer look at the annual statement you will soon receive for your mutual...
Read More
The Post-Election Markets
Posted 08 Dec 2016 by Rick Irwin, CFP, CLU
A week ago, much to the surprise of stock market analysts, the media, pollsters and...
Read More
September 2016 Market Watch
Posted 21 Sep 2016 by Rick Irwin, CFP, CLU; Patricia Bell, PFP; Melissa Allan, Lorna Maughan
After a sharp, but short, sell off at the end of June in the wake...
Read More
Using Disability Savings Plans for Education
Posted 21 Sep 2016 by Lorna Maughan
If your child qualifies for the Disability Tax Credit, an RDSP might help with the...
Read More
Implications of Brexit Vote
Posted 12 Jul 2016 courtesy of Sandra Boyd, Great-West Life
In an historic and unprecedented move the people of Britain voted to leave the European...
Read More
Trinity's Team Market Watch
Posted 22 Jun 2016 by Rick Irwin, CFP, CLU; Patricia Bell, PFP; Melissa Allan; Lorna Maughan
Markets the world over have recovered somewhat over the past few months after a rocky...
Read More
Views From Our Fund Managers
Posted 22 Jun 2016 by Rick Irwin, CFP, CLU
One of the most important roles of a financial advisor is to identity and recommend...
Read More
Can new Canadians open a TFSA?
Posted 06 May 2016 by Lorna Maughan
Now that I have been here in Canada for over a year I am starting...
Read More
2016 Budget Update
Posted 01 Apr 2016 by Rick Irwin, CFP, CLU
Yesterday (March 22, 2016), Liberal Finance minister Bill Morneau delivered the first budget for the...
Read More
How NOT to Offset Capital Gains
Posted 22 Feb 2016 courtesy of Tim Cestnick, Dynamic Funds
Capital gains triggered from the sale of non-registered securities like mutual funds or stocks can...
Read More
Commentary on Recent Volatility
Posted 03 Feb 2016 by Rick Irwin, CFP, CLU
I think we can all agree that 2016 hasn’t started off on the best foot...
Read More
Mutual Fund Awards of 2015
Posted 09 Dec 2015 by Rick Irwin, CFP, CLU
If you’ll permit the indulgence, I just wanted to take a moment to reach out...
Read More
The Giving Pledge
Posted 07 Dec 2015 by Natalie LeBlanc
Some of the world's wealthiest people, those with the most financial power for change, are...
Read More
The 15-year Market Cycle
Posted 26 Nov 2015 by Rick Irwin, CFP, CLU
A common joke in the investment industry is that the bears have predicted 23 of...
Read More
Commentary on Recent World Events
Posted 16 Nov 2015 by Rick Irwin, CFP, CLU
The incredibly tragic and senseless events in Paris and Beirut last week, like other similar...
Read More
Investor Pessimism a Good Thing
Posted 22 Sep 2015 courtesy of Sandra Boyd
Investor pessimism has risen to levels not seen since Federal Reserve Chairman Paul Volcker began...
Read More
U.S. Federal Gov't Doesn't Raise Rates
Posted 18 Sep 2015 courtesy of TD Asset Management
The "will they or won't they" wait is over. The US Fed did not hike...
Read More
Socially Responsible Investing leads to divestment of carbon stocks
Posted 18 Sep 2015 by Rick Irwin, CFP, CLU
For many investors, the investment process is about getting from point A to B while...
Read More
Greece Insights from Fund Managers
Posted 06 Jul 2015 courtesy of CI Investments
Fund managers from three companies (Black Creek Investment Management, Signature Global Asset Management, and Cambridge...
Read More
Women & Investing
Posted 02 Jun 2015 by Patricia Bell, PFP
Would it surprise you to learn that in Canada, women influence over $1.3 trillion of...
Read More
The Three Ds of Investing
Posted 21 May 2015 courtesy of AGF Investments
By using all three in your investment strategy, you can reduce risk and enhance your...
Read More
2015 Federal Budget Changes
Posted 22 Apr 2015 by Rick Irwin, CFP, CLU
Spring budgets often contain numerous goodies for Canadians and this is even truer in election...
Read More
How to Safely Send Sensitive Files
Posted 13 Apr 2015 by Natalie LeBlanc
With tax season in full swing, and some late or amended tax slips still arriving...
Read More
What is a Capital Gain?
Posted 13 Jan 2015 courtesy of Dynamic Mutual Funds
Let's say you bought 100 shares of ABC Corp. for $10 a share. It was...
Read More
Bank of Canada Cuts Overnight Rates
Posted 21 Jan 2015 courtesy of Sandra Boyd
The Bank of Canada announced last night that they will cut the target overnight rate...
Read More
Energy Stocks: Where do we go from here?
Posted 12 Dec 2014 courtesy of Mackenzie Investments
Canadian stocks fell sharply yesterday amid continued selling in energy producers as crude oil slid...
Read More
Cross-border Investment & Tax Planning
Posted 09 Dec 2014 by Melissa Allan
Whether you're a Canadian who resides temporarily in the United States or you're a dual-citizen...
Read More
Oil prices & the economy
Posted 03 Dec 2014 courtesy of Sandra Boyd
After OPEC’s decision to maintain production and allow market forces to set the price of...
Read More
Fall 2014's Market Correction
Posted 03 Nov 2014 by Rick Irwin, CFP, CLU
After a few years of relatively low volatility and steady growth, financial markets have recently...
Read More
Alternative Investments
Posted 10 Oct 2014 by Rick Irwin, CFP, CLU
Bloomberg news service reported on June 25th, 2014 that the world’s largest single investment pool,...
Read More
Investment Asset Classes
Posted 11 Sep 2014 by Patricia Bell, PFP
When a new client and I decide to do business together, I like to have...
Read More
The Wealthy Senior
Posted 22 Jul 2014 courtesy of Sandra Boyd
Recent reports have highlighted the monumental shift happening in Canadian demographics. By this point, everyone...
Read More
Avoiding Financial Traps
Posted 06 Jun 2014 courtesy of Lesley Scorgie and Rob Carrick
Lesley Scorgie, author of Rich by 30 a young adults guide to financial success, with...
Read More
Recessions don't just "happen"
Posted 06 Jun 2014 by Rick Irwin, CFP, CLU
Markets have struggled so far in 2014, leading some to claim that the current recovery...
Read More
Active Portfolio Management
Posted 06 Jun 2014 by Rick Irwin, CFP, CLU
Growth as an investing style has been more or less out of favour for thirteen...
Read More
2013 Federal Budget Changes
Posted 06 Jun 2014 by Rick Irwin, CFP, CLU
The recent Federal budget proposed several changes that will have an impact on the financial...
Read More
Global Investing Data
Posted 11 Jul 2014 courtesy of AGF Investments
When diversifying your portfolio, adding investments with ground in other countries may be a part...
Read More
Business Owners & RESPs
Posted 06 Jun 2014 by Rick Irwin, CFP, CLU
For many business owners and incorporated professionals, conventional wisdom has been to pay yourself a...
Read More
Disability Savings Plans
Posted 06 Jun 2014 by Melissa Allan
Registered Disability Savings Plans, or RDSPs, were introduced by our federal government in 2008 and...
Read More
RRSPs vs. TFSAs
Posted 06 Jun 2014 courtesy of Dynamic Mutual Funds
In 2009, the federal government introduced the Tax Free Savings Account or TFSA to great...
Read More
Charitable Giving
Posted 06 Jun 2014 by Melissa Allan
Charitable giving has become increasingly popular in Canada within the last decade. Many people are...
Read More
Investing 101
Posted 06 Jun 2014 by Rick Irwin, CFP, CLU
Investment management is one of the most important elements of financial planning. Successful investors incorporate...
Read More
