The benefits of working with an independent Portfolio Manager

Most Canadians will have weighed up the advantages of using an advisor at some point in their lives. But with more and more options open to the “Do-It-Yourself” (DIY) investor, the question of whether to use a professional is one many people don’t fully understand. 

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The Benefits of Gold Within an Investment Portfolio

At a time when investors can short Bitcoin and buy an ETF that bets on self-driving cars, a centuries-old currency is standing tall. The price of gold ended May 27 above US$1,900 per ounce, just months after reaching its all-time high of $2,070.

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The Surging Loonie

A resurgent loonie does something for the Canadian psyche, similar to a game of shinny or a weekend in cottage country. And after the past 14 months, the Canadian dollar’s comeback story has arguably provided a patriotic-tinged economic boost.

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Summer Market Update

Every year around this time, parents, grandparents, and guardians prepare for Back to School season. This year is no different – except how they prepare may be very different indeed. Due to the pandemic, parents now have some difficult choices to make. Do they send their children back to school? Do they choose online learning? Should they home-school for a year?

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The Trend is Your Friend

The old Efficient Market Hypothesis (EMH) from the 70’s stated that “prices” (for stocks etc.) reflected all available information and that this information was immediately and rationally determined and interpreted. If this were true, we would rarely see trends developing – but as you’ll see below, trends do exist. The word “interpretation” mentioned above is subject to our irrational exuberance and other human frailties.

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