News

There was a very useful article published on Advisor.ca site. In simple terms it clarifies the situation with the American taxes that Canadians must pay when selling American real estate. Canadians who own property in the U.S. are not required to file U.S. tax returns unless the property generates rental income [...]

There are some important tax numbers that we all need to know but tend to forget. Part of the reason is – they keep changing every year. To find the new and increased TFSA contribution limit, maximum pensionable earnings, childcare expense deduction limit and more, check the Essential Tax Numbers [...]

Attached is a very interesting article from one of our new international fund managers Mr. Morten Springborg. It was originally published in Danish in 2015 and now Mr. Morten has translated it into English. This article shows the unintended effects associated with ETF (or indexed) investing. The author is an [...]

It is hard to find a business related magazine or a web site that did't publish a few words about the newly reached USMCA deal. The governments of the U.S., Mexico, and Canada still have to vote to approve it but many people want to know the details an possible [...]

US S&P500 made history in August by hitting new all-time highs and booking its longest bull market run ever when it crossed over the 3,453- day threshold without a 20% or more correction. It’s been dubbed ‘the most hated bull market in history’; the 329% climb from its low in March 2009 to August 31, [...]

It’s official. Born from the depths of the country’s worst financial  crisis, and fuelled by historically low interest rates, unprecedented government interventions, and blossoming global technology giants like  Facebook and Amazon, comes the longest bull market the U.S. has ever seen (3,453 calendar days to be precise).  The S&P 500 hit [...]

The world economy and financial markets continue to progress through the later stage of the business cycle. This is not the time to overreach with aggressive, growth cycle positioning in an attempt to squeeze out every last drop of the ‘risk-on’ trade, which can put years of rationed, prudent financial planning at [...]

Come what May: A rise in Canadian stocks and bonds Investor sentiment shifted mid-month from risk-on to risk-off. This tempered very strong equity gains made earlier in the month, while giving a lift to bond prices as yields dropped. In Canada, this left the end of month results looking pretty darn good for both the [...]

Our investment manager GLC points out that the late stages of market cycles are particularly difficult for investors to navigate. They share the market views and investment insights to help keep your investment plans (and focus) moving forward, and leave the mistakes in the rear-view mirror. Underestimating equity risks, ignoring [...]

If you have a corporate defined benefit pension plan you might be facing a dilemma – should you agree to the company pension or should you take a commuted value? Not an easy choice! There is no single answer for everybody. It is very important to work with the numbers, incorporate your personal financial and [...]