Cybersecurity and Your Wealth

March 01, 2022 |Riley Otto

With The Canadian Centre for Cybersecurity stating that 2 out of every 5 Canadians report having been the victim of a virus, spyware or malware, and 26% having been victim to an e-mail scam, the threat of cybersecurity is real and rising.

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Active vs Passive Investing

November 04, 2021 |Riley Otto

There has been increasing discussion in recent years about whether active or passive investment management "wins out" in the long run.

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Who's Right About Inflation?

May 27, 2021 |Riley Otto

Over the past several months, inflation has been on the minds of many investors. While lumber, gold and copper prices skyrocket, central banks including the US Federal Reserve and Bank of Canada ensure us that inflation will be "transitory".

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The Value of Professional Advice

February 16, 2021 |Riley Otto

Is there value in professional investment advice beyond asset management?

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Let's talk about fees

February 10, 2021 |Riley Otto

Most of us have seen the ads by now; "You're not still with Mom and Dad's guy?", and "Retire up to 30% wealthier"

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Phoenix Youth Programs

The Power of Giving Back - Phoenix Youth Programs

February 02, 2021 |Riley Otto

A common and important question I hear from my community, clients, colleagues and family is “Why RBC Dominion Securities?” While the reasons are numerous and varied in nature, I’d like to share one of them.

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The glitter of gold

January 04, 2021 |Riley Otto
Long seen as the ultimate store of value, gold has unique characteristics that have led it to be one of the most coveted assets the world over. Its recent sharp rise in value has re-focused attention upon it, prompting many investors to wonder what the...
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Protecting the puck: the three-bucket approach

December 21, 2020 |Riley Otto
A straight-forward approach to helping retired and cash-flow-focused investors sustain their investment income and preserve their portfolios through all market conditions. Old risks remain, new risks emerge For most Canadians, the coronavirus pandemic...
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Giving back this holiday season

December 14, 2020 |Riley Otto
While a number of causes need our support this year more than ever, one of the causes we chose to support this year is the Mental Health Foundation of Nova Scotia. Oceanstone Seaside Resort donated this "Christmas by the Sea" themed tree for auction at...
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Giving in-kind: a double dose of good

December 07, 2020 |Riley Otto
As year-end approaches, consider the perfect trade: being kind with “in-kind” charitable donations. The coronavirus pandemic has been an historic challenge for charities, as the number of those in need has skyrocketed. Conversely, the historic bull market...
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