Latest Post in Investments
Disruptive Technology’s Role in Investing

Emerging technologies and innovation are creating new products and business models that are disrupting the old ways, and old business. From cloud computing to a...

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