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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The road ahead for investors

December 05, 2020 |Kelly Bogdanova, Frédérique Carrier, and Jim Allworth

As we come to the end of a year unlike any other in memory, 2021 should bring a change in the narrative. Challenges certainly remain, but with the start of a new economic and investment era before us, we look at what investors can expect in 2021.

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