Keeping You Informed - COVID-19 Update

Jul 07, 2020 |Joanne Livingston and Alan MacDonald
It was a holiday shortened week in North America with Canada Day and the U.S. Independence Day celebrations naturally diverting some investor attention. Nevertheless, that didn’t stop the coronavirus from continuing to spread. Surprisingly, global markets...
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Keeping You Informed - COVID-19 Update

Jun 12, 2020 |Joanne Livingston and Alan MacDonald
This week was marked by a return of volatility driven by renewed concern over the global pandemic. It comes after weeks of improving sentiment and growing hope that the worst of the health crisis may had passed and confirmation that the economic recovery...
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Keeping You Informed - Augmented Reality in a Post COVID World

May 20, 2020 |John Stackhouse
Good afternoon on Wednesday May 20th. The thought leadership program recently produced and interesting video exploring how virtual reality may change how we interact in a post COVID world. The link attached is a conversation between iconic Canadian photographer...
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Keeping You Informed -COVID-19 Update

Mar 18, 2020 |Joanne Livingston, Alan MacDonald
Good afternoon – It is March 18th and we would like to provide further update to the ongoing COVID-19 developments and our actions and strategies. It is our intention to continue these missives every few days in order to keep as many people as possible...
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How are my investments taxed?

Jan 16, 2020 |Michael Dickie
When it comes to investing and earning income from various investment accounts, one important question always arises: "How much will I be taxed on this?" The answer is always "It depends" If your investments are held in your Tax-Free Savings Account (TFSA)...
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Watermark Financial Planning for Young Professionals

Nov 14, 2019 |Michael Dickie
Congratulations are in order! You have made it through the arduous years of competition, studying, and student debt to become a practicing professional in your community. Now that you have been freed from the hours of study, you may be faced with the...
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What about the fees?

Oct 25, 2019 |Joanne Livingston
Just when I think that not one more word can be written about the cost of wealth management...it comes up again. So from the position of working in wealth management for nearly 25 years I feel compelled to weigh in. Firstly, I have to put all the cards...
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Investing used to be easy

Aug 20, 2019 |Alan MacDonald
In 1996, the annualized minimum wage in Ontario was $14,248. The 10-year government bond yield was 6.4%. Doing the math, you need $222, 625 (about 16 years of earnings) in savings to earn a completely guaranteed equivalent to minimum wage. In 2019, the...
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Market Timing: It may not matter as much as you think

Apr 16, 2019 |Tim Corney, CFA

Over the years we have had many conversations with investors about investment timing, in an attempt to tackle the question of when is the optimal time to put new money to work in portfolios.

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Ten reasons to love dividend investing

Apr 01, 2019 |John Heinzl -Investment Reporter

Dividend investing isn’t the only strategy that works, but I believe it is one of the simplest and most effective ways for small investors to build wealth. I hear from people all the time who have used the dividend approach with excellent results.

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