It’s hard to believe that many investors were repelled by the idea of buying U.S. stocks in the early 2010s. A decade and a bit later, most investors are infatuated with U.S. stocks. The S&P 500 Index of larger U.S. companies is the most...
Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven signs...
A true investment fiduciary is all about putting the client’s interests first. Too many investment advisors only pay lip service to the idea of “putting the investor first”; a true fiduciary has a legal and ethical responsibility to live up to...
There are few investments that investors love more than those that spin out regular cash payments. One such strategy – Covered Call Writing – is attracting a lot of attention and investor dollars. Many investors view this strategy as generating...
Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven signs...
“In a client’s best interests” is a phrase heard often in the financial industry. While many investment advisors simply talk about this concept, fiduciary financial advisors have a moral and ethical duty to live up to it. So what makes a...
When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any investment firm – but what about all those other...
The rollercoaster that was 2020 has slipped into the rear view. So many of us are looking forward to a happier and healthier 2021 and beyond. The turn of the calendar is also a time of resolutions for many. Once the financial planning basics are...
Razor-thin interest rates have motivated investors to reach for extra returns for years. Accordingly, many investors have invested in investment funds holding bank loans – a.k.a. senior secured loans, leveraged loans, term loans, floating rate...
I have often criticized the investment industry for pumping out products designed to sell, rather than build, wealth for investors, and have worked to raise investor awareness of how gimmicky products destroy wealth. The battle against such products...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
