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Addressing Mental Illness in Estate Plans

Planning Matters

November 15, 2019 | Planning Matters | 6 min read

Addressing Mental Illness in Estate Plans

In “Managing Capacity,” we discussed planning strategies in the case of diminished mental capacity through dementia. This quarter, we explore the broader issue of estate planning should your kids, your spouse, or your parents suffer from a mental health disorder. The quality of life for your surviving family is at stake should their...

The Highs of Low-Volatility Investing

Quiet Counsel

August 16, 2019 | Quiet Counsel | 6 min read

The Highs of Low-Volatility Investing

By March 9, 2009, the subprime mortgage crisis had knocked nearly 57% off the S&P 500 Index’s highs of 17 months prior. These were dark days. Although it has now been over ten years since markets bottomed, the scars remain and still impact investor behaviour. With markets again near all-time highs, many are...

The Highs of Low-Volatility Investing

Institutional Perspectives

August 16, 2019 | Institutional Perspectives | 6 min read

The Highs of Low-Volatility Investing

By March 9, 2009, the subprime mortgage crisis had knocked nearly 57% off the S&P 500 Index’s highs of 17 months prior. These were dark days. Although it has now been over ten years since markets bottomed, the scars remain and still impact investor behavior. With markets again near all-time highs, many are...

Principal Residence Exemption Guidelines

Planning Matters

August 15, 2019 | Planning Matters | 5 min read

Principal Residence Exemption Guidelines

In 2016, the Canada Revenue Agency (CRA) changed its administrative policy relating to the reporting of the principal residence exemption. This has made reporting the disposition or “deemed disposition” of a principal residence more important in recent years.The concept of a deemed disposition is one we have found is not well understood by...

Battling Short-Termism

Quiet Counsel

May 16, 2019 | Quiet Counsel | 7 min read

Battling Short-Termism

The past eight months have provided investors with an important reminder of what volatility in capital markets actually looks like. For nascent investors – even those with upwards of 10 years of experience in the gently rising equity markets – all the stories of the Creat Recession and the lnternet Bubble, Long-Term Capital...

Core Plus Bond Funds: What’s All The “Plus” About?

Institutional Perspectives

May 15, 2019 | Institutional Perspectives | 8 min read

Core Plus Bond Funds: What’s All The “Plus” About?

Core Plus strategies promise the best of all worlds: a core fixed-income strategy, with a suite of sophisticated strategies layered on top to augment the return profile while managing risk. However, our analysis suggests that most of the additional returns that Core Plus strategies provide is not generated by the sexy bells and...

Common Pitfalls and Challenges of Intergenerational Wealth Transfer

Planning Matters

May 15, 2019 | Planning Matters | 6 min read

Common Pitfalls and Challenges of Intergenerational Wealth Transfer

Throughout the world there is a proverbial saying that “Wealth never survives three generations.” In Canada and America we say “shirtsleeves to shirtsleeves in three generations.” In Lancashire it’s “there’s nobbut three generations atween a clog and clog” and Italians say, “dalle stalle alle stelle alle stalle” (“from stalls to stars to stalls”)...

The Case for Being Bold

Quiet Counsel

February 16, 2019 | Quiet Counsel | 8 min read

The Case for Being Bold

While meeting with some Ontario-based clients in January, l got caught in the “polar vortex,” which resulted in a cancelled flight, a treacherous drive to Toronto, and a long wait at the airport – and left me with plenty of time to reflect on weather patterns, and capital markets.Many are surprised to learn...

The Case for Emerging Markets

Institutional Perspectives

February 15, 2019 | Institutional Perspectives | 6 min read

The Case for Emerging Markets

As stock pickers in the developed world, we find unicorns high-quality businesses with sustainable growth opportunities and deeply discounted prices to be rare. Identifying one requires not only the skill and resources to break through the noise obscuring that value, but also sufficient noise to fool the rest of the market in the...

Understanding Tax Treatment of Investment Income

Planning Matters

February 15, 2019 | Planning Matters | 7 min read

Understanding Tax Treatment of Investment Income

As investors review their tax returns at this time each year, they are reminded that taxation of investment income varies depending on the type of investment and the type of account. Interest income, dividend income, foreign income, and capital gains all attract different levels of tax and investors are well-advised to structure their...

Bubble, Bubble, Toil and Trouble

Quiet Counsel

November 16, 2018 | Quiet Counsel | 8 min read

Bubble, Bubble, Toil and Trouble

The market decline in October got us thinking. Thinking about the “big picture” of the market’s direction, as we spend some small portion of our time doing, and about the “smaller pictures” – the collection of little stories and themes that capture our attention (or not) and ultimately feed into newspaper headlines. We...

Navigating the New Tax Rules for Your Small Business

Planning Matters

November 15, 2018 | Planning Matters | 4 min read

Navigating the New Tax Rules for Your Small Business

The 2018 budget marked the culmination of a tumultuous year in which we saw the proposal of the most significant tax changes in the last 45 years, many specifically targeted at professionals including dentists, lawyers, and doctors. Through the budget, the federal government confirmed it would be moving forward with changes regarding income...

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Archives

Quiet Counsel

  • Jan 2024 Outlook 2024: Threading the Needle
  • Nov 2023 One Metric to Rule Them All: The Power of ROE
  • Aug 2023 Inflation, Recession, AI, Oh My! Investment Themes Driving Markets in 2023
  • May 2023 An Ode to Boring: Canadian Banks circa 2023
  • Feb 2023 Outlook 2023, Part II Recession, Bonds, and Equity Markets
  • Feb 2023 Outlook 2023, Part I Inflation
  • Nov 2022 In Search of Economic Moats
  • Aug 2022 Investing in Canada: Are We Just Banks and Rocks?
  • May 2022 Pros and Cons of Private Asset Investing
  • Feb 2022 Zig When They Zag: Four Consensus Views to Reject in 2022
  • Nov 2021 Transitory Inflation And Looking Beyond The Headlines
  • Aug 2021 Investing Vs Speculating
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Planning Matters

  • Jan 2024 Foiling Fraudsters
  • Nov 2023 Investing in Your Health Through the Six Pillars of Lifestyle Medicine
  • Aug 2023 Understanding Proposed Changes to Taxation of Charitable Giving
  • May 2023 Using A Flow Analysis In Estate Planning
  • Feb 2023 The Softer Side of Retirement
  • Nov 2022 Getting a Head Start on Your 2022 Personal Tax Roundup
  • Aug 2022 Conversations for Generational Wealth Transfer
  • May 2022 Choosing One Of Your Adult Children As Your RRSP/RRIF/TFSA Beneficiary? Think-and Act-Carefully
  • Feb 2022 Insurance Considerations For 2022
  • Nov 2021 Things To Consider When Deciding When To Take CPP And OAS
  • Aug 2021 Four Ways of Charitable Giving
  • May 2021 How To Protect Yourself From A Cyber Breach This Pandemic
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