New Ball, New Game: The Role Of Liquid Alternatives In Balanced Portfolios
In the cult classic film ‘The Big Lebowski,’ Jeff Bridges plays The Dude whose life is thrown into disarray when his beloved rug is...
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Articles
Written by some of our favourites in the industry.
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Anthony Faiella
Ontario Farmland – The Undiscovered Alternative
After four decades of benefiting from the decline in interest rates and the tailwind it provided the standard 60/40 portfolio, investors...
Peter Volny & Linda Goddard
The Road Less Traveled: Portugal and Galicia
We visited Lisbon and Porto many years ago, but had never seen the rest of Portugal so our mission over five weeks was to see as much as...
O’Sullivan
When Should Children Inherit
A key issue in estate planning that parents struggle with is, "at what age should children inherit?", says estate planning lawyer...
Jim C. Otar
Time To Fill Inflation Buckets
Canadian financial experts tend to be an optimistic bunch. Many planners use a two per cent CPI indexation for their forecast ...
Peter Volny & Linda Goddard
The Road Less Travelled: A Driving Trip Through Italy, Corsica, and Sardinia
There’s an idiom ‒ ‘Getting there is half the fun’ – but regrettably this does not often apply to flying to a destination, especially in...
Jay Stark
Peace Of Mind For Your Head … And Your Heart
At no time did the adage ‘we’re all in this together’ ring so true to me than at the first in-person event I attended since the start of...
Jim C. Otar
The Time To Recover From A Loss
Stock market line charts with global vector illustration. Blue and Purple Japanese candle bars graph with colorful curves graphic design....
John De Goey
Inflation Is Worse than Expected
The first thing people should ask when they read a headline like this one is: ‘Well, what the heck did you expect?’ A year or so ago, I...
PWC
Top 10 Vacation Homes For The Summer
Vrbo, an American vacation rental online marketplace, has revealed its first ever list of ‘Vacation Homes of the Year,’ highlighting 10...
Maria Pacella
2022 Is The Perfect Time To Get Ready For An IPO
2021 was a fantastic year for Canadian tech IPOs. Public offerings, which had been historically rare for tech startups north of the...
Mark Halpern
Death, Taxes And The Search For Meaning
Financial planners will tell you that you have three choices for where to leave your money after you’re gone – family, charity, or the...
Peter Volny & Linda Goddard
The Road Less Travelled: A Driving Trip Through The Cradle Of Civilization ‒ Greece
Greece is often touted as the cradle of civilization and a visit here lends credence. Having dined on the Danforth in Toronto, ON, for...
Marly Peikes
Four Ways of Charitable Giving
In the words of steel baron and progressive philanthropist, Andrew Carnegie, “it is more difficult to give money away intelligently than...
Jean-Pierre A. Laporte and Craig Machel
PPPs Offer Security In Retirement
In the opening scene of Netflix’s Brazilian series ‘3%,’ we are told that the world is divided into two parts: one abundant, another one...
Kunal Sawhney
G7 Agreement Covers A Lot Of Ground, But We Have Miles To Go
The taxation issue worrying American tech giants saw many developments in the first week of June. The U.S., which considers digital...
Anna Malazhavaya
Report On U.S. Billionaires Paying 1% Tax Is Mixing Apples And Oranges
Earlier this spring, a news organization called ProPublica got a hold of private confidential tax data from the IRS on several wealthy...
Merilee Kern
Luxury Travellers, Bookers And Event Planners Increasingly Opting For Private Villa Rentals
It would be an understatement to say that the recent pandemic is ushering in a seismic shift for the travel trade, which suffered a...
John De Goey
The 5% Solution
One thing that many economic historians often overlook is that one’s worldview is shaped by life experiences. That includes matters like...
Kunal Sawhney
Cryptocurrencies Lack Utility, Can’t Be A Mainstream Economic Activity
The official website of the government of Canada mentions that ‘digital currencies are not legal tender.’ What follows this statement are...
Eva Khabas
Kyle Lowry, The ‘Rich’ And Taxes
Kyle Lowry has made a pretty good living from basketball, but the long-time star of the Toronto Raptors may soon be leaving town. And...
Alex Horsman
Milton Friedman: The Forgotten History of the Godfather of Conservative Libertarianism
Milton Friedman is the Godfather of American conservative libertarianism. He was, at a time when it was deeply unfashionable in official...
Melissa Mihalis
Legacy Planning Ensures Support Of Loved Ones
Almost 60 per cent of Canadians say they have not discussed family wealth management with their advisor, yet 96 per cent of those who did...
Kunal Sawhney
Cryptocurrencies Lack Utility, Can’t Be A Mainstream Economic Activity
The official website of the government of Canada mentions that ‘digital currencies are not legal tender.’ What follows this statement are...
Melissa Mihalis
Estate Planning For Your Pet
Amid the COVID-19 pandemic and economic fallout, nearly half of Canadian dog and cat owners report that they’re spending more on pet...
Peter Volny
Ferrari Roma: Italian Design At Its Very Best!
Ferrari brands its new model, the Roma, as ‘La Nuova Dolce Vita,’ which translates to ‘The New Sweet Life.’ For over 70 years, any new...
Tim Pickering & Brennan Basnicki
Positioning For The 2020s Commodity Bull Market
The return potential and portfolio diversification benefits of commodities are underappreciated. Given the outperformance of the equity...
David Czupryna
One Small Click, One Major Problem?
We first took an interest in the environmental consequences of the rise of online retail back in 2017. At the time, we wrote that,...
Peter de Auer
The Corporate Governance Performance Conundrum
Niall McGee in an excellent article in the Globe and Mail dated September 22, raised the age old question of management compensation, as...
Nick Barisheff
Legal Title Is Essential To Precious Metals Ownership
Whether you’re buying a brand new BMW or a second hand Range Rover, it’s necessary to secure clear title so you can sell or trade the...
Elena Hanson
IRS Offers Stranded Snowbirds A Break
If you’re a Snowbird who spends a lot of time in the U.S., you should know about the ‘substantial presence test.’ There is a formula that...
Greg Taylor
Don’t Forget To Stretch For The Second Half
2020 was never going to be a dull year. As it started, investors were celebrating the signing of the long-awaited U.S.-China trade deal...
Jason Burbage
Top Four Reasons Land Is Ideal For Wealth Preservation During A Crisis
It’s no secret that investors here in the U.S. and around the world are very nervous and uncertain about where to put their money amid...
Peter Volny & Linda Goddard
Sydney: The Most Beautiful City In The World!
That’s a very strong claim that will lead to many disputes from the tourist offices of many other places, but we are making this claim as...
Mary Lou Miles
The Next Chapter For Baby Boomers:
As reported in a Financial Post article, over the next 30 years, approximately US$36 trillion will flow from one generation to another,...
Peter Volny & Linda Goddard
The World’s Biggest Collector Car Auctions – Monterey Versus Scottsdale
Monterey, CA, in August and Scottsdale, AZ, in January are the two largest collector car auction venues in North America and possibly in...
Peter Volny & Linda Goddard
Scottsdale Auction Week January 2017 – Volume Up, Prices Down
Scottsdale, AZ, in January when the north is freezing under a blanket of snow. Sound appealing? Well evidently it is to many others also...
David Chapman
And Then There Was None: Canada Sells its Gold
Canada, bucking an international trend that has seen central banks become net buyers of gold since 2010, has sold off all its official...
Anthonie Vézina-Crawford
Using A Trust In The Context Of Family Law: Are You Really Safe?
Although a trust is a valuable financial, tax, and estate planning tool, does it allow one to ‘shelter’ some assets from the public order...
Michael Benadiba
Ransomware Poses Cyber Threat To Business
I have always been something of a technology whiz. My father, who was vice-president of IT at an insurance company, bought me a PC when I...
Michael Roberge
It’s About Time
If people put money away for long-term goals rather than near-term expenses, why are their investment decisions so short-sighted? Over...
Yusuke Khan
Currency Exposure: Diversifier Or Unrewarded Risk?
Currency movements have the potential to impact significantly the return and risk profiles of globally-invested portfolios, especially in...
Christine Van Cauwenberghe
Cottage Planning
For many families, the cottage is a proud piece of heritage that holds fond memories and maintains family ties. Many would choose to...
David Chapman
And Then There Was None: Canada Sells its Gold
Canada, bucking an international trend that has seen central banks become net buyers of gold since 2010, has sold off all its official...
Bruce Cooper
Breaking Up Is Hard To Do: Brexit Update
A year ago, it seemed likely that debt-ridden Greece would be the first country to exit the 28-country European Union (EU). However, that...
Robert Kepes
Panama Papers Cause For Concern
The Panama Papers could represent a new chapter for your financial planning. While the whole episode gets into freedom of the press,...
Fabrizio Poli
Biz Jet Insights: Are Private Jets Safe?
There are just over 18,000 private jets in the world. Private jets can fly into more than 5,000 U.S. public airports, while scheduled...
Robert Stammers
Fintech & The Future Of The Investment Profession
Fintech isn’t just a buzzword anymore. Although we are in the early days, it’s clear that fintech has taken the financial services...
Craig Bodenstab
No Lack Of Long-Term Value In Emerging Markets
The New Year hasn’t brought much relief for long-suffering emerging market investors. The MSCI Emerging Markets Index was down more than...
Mikhail Zverev
The Growing Networking Opportunity
It has been a volatile year for the global financial markets. Despite all the market noise, however, there remain diverse investment...
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