Investing

Core Investment Principles with Chris Horn Chris will be highlighting the Six Core Investment Principles

By far, the most common question we are getting from our clients right now is,

In Canada, there are a number of different tax credits and account types available depending

You may have recently heard the term “Bare Trust” in the news and wondered what

By Chad Butnari One of the hottest topics being debated in the world right now

Investing and health can be two of the most important things in life, but sometimes

Join Chad and Chris as they discuss this brand new account created to help Canadians

By Christopher Reynolds As cottage season dawns, the prospect of joint ownership with family or

Should age and asset mix be correlated? Join Chad as he discusses the various factors

By Mike Andrews When I started in the advisory business in 1987 there were no

By Frederick Pinto – Founding Partner, Pinto Legal There’s a cynical and quite popular view

A Tax Free Savings Account can be a wonderful vehicle to use as part of

David Booth, Executive Chairman and Founder One of the best things about markets is that

by Chad Butnari Are you talking to your kids about money? If so, are you

Join Chad as he talks about how understanding the concept of efficient markets can help

Newsletter – October 2022 David Booth, Executive Chairman and Founder Our lives are the cumulative

Join Chad as he discusses how inflation is defined, what impact it has on your

Newsletter – July 2022 David Booth, founder of DFA shares investing principles for a bear

Have you ever “lifted the hood” of your investment portfolio to see what is really in there? Join Chad as he explains why we feel it is important to do so and why portfolio transparency is a key factor in assessing investment solutions.

For investors, diversification is a common term. But, do you know why it is beneficial? What should be considered to achieve proper diversification? Join Chad as he explains why diversification is so important in a portfolio and what type of diversification makes sense and what type does not.

In my three-decade career, there have been many valuable lessons I have been fortunate to learn and acquire. Some came from “the school of hard knocks;” experiencing things firsthand and having to make decisions without certainty; relying on my gut, my beliefs and most importantly being steadfast in my values.

Report from Dimensional Fund Advisors.

Join Chad as he talks about the most common ways in which investors assess their performance, why it may not be the best measure of success, and factors that are typically more important than comparing against common indices or benchmarks.

Dimensional’s Jake DeKinder and Mark Gochnour explore three topics dominating the financial news in 2021.

With markets hitting all time highs, should you get out now and get back in

2020 was the year of temptation from an investment perspective. Most investors face maybe one or two events in a year that test their convictions and discipline on whether to hold the course or not. By my count, 2020 threw four whoppers at us.

David Booth, founder of DFA shares 5 investing lessons he has learned over his 40 year career.
The financial industry has made great strides toward offering better investment choices, but too many people keep falling into the same traps. David Booth shares what he wishes every investor knew.

Recently I was in my dentist’s office listening to two professionals discuss investing. Each started

Welcome to the first issue of the Family Wealth and Well-Being e-newsletter. This newsletter will