Blog

One of the benefits of having been an Investment Advisor since 1997 is that I’ve managed client portfolios through many different types of markets, both up and down. I worked during the unprecedented rise and crash of the Nasdaq during 2000 – 2001 and...

After last year’s multiple interest rate cuts, we’ve been experiencing historically low yields for more than 12 months, which has had a significant impact on our collective desire to own bonds, GICs and other types of fixed-income. However the decline...

Our branch call with Jim Allworth (RBC DS Investment Strategist & Co-Chair Global Portfolio Advisory Committee) on January 28th 2021, was very well attended, with over 150 people dialing in. This is a testament to the reputation Jim has built with our...

At last, here we are in the final month of a year none of us will forget. While doom and gloom has been the order of most days, it has been the stock market that has proven to be the biggest and dare I say, best surprise. Who among us could have predicted...

As of this writing, the US election remains undecided. No doubt many of you were glued to your television last night and upon waking, we continue to find ourselves on pins and needles. While I have no intention of predicting a winner I would like to remind...

As many of you would be aware, the tech sector in particular had a “correction-sized” sell-off over the past 3 trading days. I don’t think anyone could be surprised by this given how quickly the sector climbed after the March lows. That being said, it...

Now that’s it’s August, I find my thoughts drifting toward the fall but also looking back and marveling at the resilience of the markets since the end of March. Much of the gains since then have had to do with unprecedented global monetary and fiscal...

Hello and welcome to another edition of “This Too Shall Pass”. I’m very pleased to be able to share with you a podcast with Jim Allworth, RBC Dominion Securities’ Chief Investment Strategist. Many of you will remember him from the luncheon we held at...

I’d like to add a few comments regarding the virus fears, and a reminder with respect to how I’ve managed your portfolio, over these many years. For those of you who are newer to working with me, this will help frame the bigger (and longer) picture. As...