Knowledge Centre

We believe that informed investors make better decisions. When you understand how markets work and how human psychology can get in the way, you are more likely to stick to a long-term plan. Developing the skills and knowledge to make smart and informed decisions helps you become more financially confident and empowered. We share our insights and experience through these articles, research pieces, videos and white papers.

  • 2022 Year in Review: A Test of Resolve

    It was an up-and-down year for markets—in the end, one with more down than up. The world gave financial markets a lot to process. The coronavirus pandemic eased but remained a global concern, as did the supply-chain issues that accompanied its arrival. Inflation in Canada reached its highest levels since 1983 and the Bank of Canada pursued a series of interest rate increases to combat rising prices. Russia’s invasion of Ukraine in February brought uncertainty about political stability and energy prices, among other worries. Against this backdrop, equity and bond markets fell for the year, despite several rallies.

  • Estate Planning for your Pets

    One of the main purposes of estate planning is to make sure your family is taken care of if something happens to you. If your family includes any furry, scaly or feathery loved ones (also known as pets), you may be wondering how best to incorporate them into your planning.

  • The Surprising Obstacle to Higher Investment Returns

    Someone once said that good investing should be as exciting as watching paint dry.  That sounds deceptively easy.  It ignores the fact that humans are complex creatures and often confuse action with progress.

    It’s even more insidious with investing. There are economic interests that profit when you buy and sell securities and mutual funds.  That may be why much of the financial media seems to encourage discredited practices like trying to time the market.

  • Navigating Stormy Seas

    As with the weather at sea, global stock markets can be truly unpredictable. A sudden squall can whip up waves of volatility, tides can shift, and strong currents can threaten to blow you off course. Over the last two years, conditions have felt turbulent far more frequently than calm.  These periods of extreme weather can be uncomfortable even for experienced sailors with many ocean crossings under their belt; that’s because they create uncertainty.

  • Avoid Big Mistakes

    There’s a big difference between humans and computers.  Humans have feelings.  They often act emotionally, but think they’re rational.

    In our experience, many investors are overconfident in their investing ability.  When combined with a lack of investment education, overconfidence can be the perfect storm.

  • Crucial Lessons for Weathering the Stock Market’s Storm

    The first half of 2022 has been turbulent; the news is full of stories about the impact from the Russian-Ukraine conflict, rising inflation, and a looming recession. We recognize that what is transpiring globally and in the stock market makes for an uncomfortable ride as an investor.

    We want to reiterate that while this may feel scary, our expectation is that those who bear today’s uncertainty should be compensated for doing so with positive returns at some point in the future; this has been the lesson of past market disruptions time and time again.

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