January 04, 2015
The Oil Conundrum
In the spring of 2014, the feeling among investors was that crude oil prices would average $101 per barrel over the next year and $103 per barrel over the next 2 years. Fast forward...
October 23, 2014
Why The Bank Of Canada Will Raise Rates Later And Slower Than The Fed
- Our interest rate outlook implies that the Bank of Canada will normalize monetary policy both later and more slowly than the US Federal Reserve. - We expect the US Federal Reserve to...
September 15, 2014
Four Ways to Protect Yourself from Another Market Crash
Six years ago this month, the venerable, 158-year-old investment banker Lehman Brothers collapsed and the world was plunged into the worst financial crisis since the Great Depression. As the sixth anniversary of the...
May 14, 2014
The Good and Bad of High-frequency Trading
Since the publication of Michael Lewis’s new book, Flash Boys, a startling amount of attention has been given to the practice of high-frequency trading. HFT is a nuanced and highly complex part of...
March 19, 2014
Tax Tips: New CRA Requirements
You’ve made your RRSP and TFSA contributions. You’ve done your end-of-year tax-loss selling. You’ve contributed to registered charities. You’ve done all the right things to manage your taxes. Now that March is here...
February 17, 2014
Six RRSP Traps to Avoid
It’s that time of year again when many investors look at their portfolios and make their annual RRSP contributions. The variety of investment options can be stressful and confusing, causing some investors to...
January 22, 2014
New Rules that Might Affect Your Investments in 2014
A new year raises a number of questions for investors. How will stock markets perform? When will interest rates go up? And what rules have changed that will affect assets or tax and...
November 07, 2013
Retirement Planning: Time to Rethink Old Formulas
When it comes to investing, the traditional asset-allocation rule goes something like this: Start with 100. Subtract your age. That’s the percentage of your portfolio that should be invested in stocks. The balance...
November 07, 2013
Outlook for a Prosperous 2014
Jim Gilliland, CFA President & CEO, Head of Fixed Income The past year has been marked by record high stock-market performances and signs of cautious growth in some of the world’s...
September 24, 2013
Estate Planning: Is a Trust a Must?
Some recent high-profile divorce and estate cases among the ultra-rich, such as Vancouver’s Aquilini family or the Wal-Mart heirs in the U.S., could lead a person to believe that trusts are a powerful...
August 26, 2013
The Impact of Rising Interest Rates
With the recent rise in interest rates, investors are becoming concerned about a number of things — in particular, the bond portion of their portfolios. That’s because bond prices have an inverse relationship...
August 25, 2013
No One's Exempt From the U.S. Tax Man
Brad Chapman, LLBManager of Legal/Compliance September means back to school and work after summers spent at the beach and on sun-soaked vacations. Amid the ramp-up in activity, investors often use this time of...