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Apple & Disney Firing On All Cylinders

Apple & Disney Firing On All Cylinders

This past Friday I spoke with with Greg Bonnell from BNN’s The Close.  We discussed the wild 5 day ride in the markets, the continuation of the bull market, low interest rates, governments remaining accommodating, and oil.  Watch the full video here.

A Perfect Portfolio To Retire On

In an interview with MoneySense.ca published on March 5, 2015, we looked at the portfolio of a couple planning to retire in 2016.  Check out the problem and the fix that provided a balanced portfolio with better returns and income, and less risk.
Bullish On The Big 5 Banks

Bullish On The Big 5 Banks

Today, I spoke with Frances Horodelski on Business Day AM at BNN about expectations for the month ahead and why I see value in the big five banks.  We covered the banks, China, interest rates, and inflation.  See the full video on BNN here.
Should You Put Your Money In An RRSP Or A TFSA?

Should You Put Your Money In An RRSP Or A TFSA?

With RRSP season upon us, many investors are trying to decide whether they should be putting money into their RRSP. Over the past few weeks, several have asked me whether RRSP investments make sense or should they consider depositing money into a tax free savings...
Hunting For Value In Energy, Financials, & Tech

Hunting For Value In Energy, Financials, & Tech

February 6 on BNN’s Business Day AM with Frances Horodelski, we discussed how investors can strategize their portfolios in a low oil environment.  Key areas discussed included:  growth in full time jobs, low Canadian dollar, opportunities outside of Canada still...

Qualities Of A Good Advisor

The Canadian and U.S. markets continue to be as volatile as they ever have been. Whether it is geopolitical tensions between Russia and Ukraine, terrorist activities around the world, or the price of oil and commodities falling sharply, the current volatility is here...
Wine Tasting Sips & Investment Tips 2015

Wine Tasting Sips & Investment Tips 2015

We had a great turnout for our annual wine tasting event on January 22, 2015 at Quince Bistro in Toronto. Joining us were some of my current clients and some new people – all interested in learning about the potential pitfalls that could derail the market rally...
What’s Next For The Canadian Dollar?

What’s Next For The Canadian Dollar?

Yesterday on a Global News panel, we discussed what the Canadian dollar will do next as the price of oil continues to plunge. The impact of the Bank of Canada’s interest rate cut to .75% brought the dollar down to 81.1 cents US overnight, but equity markets...

Growing Your Portfolio In Uncertain Times

Volatility in the current stock markets has left many investors puzzled about their next steps. Is it possible to grow your portfolio? Are there opportunities to invest? Today, the days of the buy and hold strategy are gone. Ask yourself: Are the investments being...

Interview On MoneySense.ca

Recently, I was interviewed by MoneySense.ca after the volatility we’ve seen at the TSX.  They ran this article:  6 Mistakes Investors Make When Markets Tank. We discussed some of the mistakes people make including: trying to time the market, leaning too heavily...
Wine Tasting Sips & Investment Tips

Wine Tasting Sips & Investment Tips

Join me for an evening of great wine in Uptown Toronto and also gain some investment insights that could help you in 2015. Learn about the potential pitfalls that may derail the current bull market and create investor pain. We’ll also talk about how to avoid...

Income For Retirees

It is difficult in general, to say what the best sources of yield or income are for retirees that are entering the drawdown stage of life. For many people, their investments provide the income they require to live life and pay their bills. However are the best sources...