2025 Strategy

Dec 10, 2024 | Doug & Chris

As we approach 2025, the global investment landscape presents both opportunities and challenges, shaped by shifting economic conditions, evolving monetary & fiscal policies, and technological advancements. The year ahead will require a thoughtful portfolio management, balancing the pursuit of growth with a heightened focus on resilience amid potential market volatility. We share our thoughts on how to position at this juncture. You can download our Presentation by clicking on it.

Canadian Banks: What you need to know

May 28, 2020 |Doug Clark
If you are involved in any kind of business or financial transaction in Canada, you have to make a decision on a Canadian bank. Choosing the right bank is a very important financial decision for consumers as well; banks tend to compete aggressively for...
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Our thoughts on dividend paying companies

May 15, 2020 |Kein Bejko
A thought experiment Let’s assume as an investor you had a choice between investing in two companies. A and B are identical companies operating in a duopoly with equal market share. Every year, each of them generates $100 in profit. While company A decides...
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You don't need to invest in oil

May 15, 2020 |Doug Clark
Investing in your home stock market where the currency is the same as your assets, where you can follow in local media, where you are most likely to have a chance to meet senior management, etc. are all normal reasons why all investors have what is called...
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