Blog
What’s Your Investment Style?
Investors are typically defined by their risk tolerance, age and time horizon until retirement--all key characteristics of your investing profile. Less understood but perhaps more important is to know your preferred style of investing. Understanding your investment...
Active Investing Is Key To Stress Free Retirement
I'm sure a number of you are finding retirement different from what you expected. It's always interesting to compare the world we live in with the world we anticipated it was going to be. Who could have foreseen an era of ultra-low interest rates? While low rates can...
BNN Interview – The Markets
Great conversation with Michael Hainsworth today on BNN's The Close. We discussed the markets, interest rates, and the technology, banking, and biotech sectors. Watch the full interview here.
Can Buy & Hold Still Work For Retired Investors?
For many retirees, one of the first investment strategies they likely ever heard was the 'buy-and-hold' approach to investing. You will likely remember this simple concept - people purchase investments and hold them for an extended period of time, riding through the...
BNN Interview – Top Canadian Plays In Manufacturing, Financials, & Healthcare
I sat down to speak with Mark Bunting at BNN. We spoke about the economy, a broad range of market sectors including: energy, manufacturing, biotech, and the banks - and also where I look for investments outside Canada. Watch the full video here.
Estate Planning: Passing Wealth From One Generation To The Next
The single largest intergenerational wealth transfer in human history is about to take place. Over the next 40 years, baby boomers will pass an estimated $40 trillion to millennials. How You Transfer That Wealth Is Critical How you transfer that wealth is...
BNN Interview – Markets Likely To Move Higher In Q4
This morning I sat down with Paul Bagnell from BNN. We discussed the markets, current volatility, the automotive and banking sectors, and why the markets are likely to move higher in Q4. Watch the full interview here.
The Art Of Creating A Portfolio For Retirees
Over the last few years, creating portfolios specifically tailored to the needs of retired investors has become more complex. The days of buying an investment and holding it for the long term are long gone. With volatility as prevalent as it is today, and with all the...
BNN Interview – Value In Canadian Banks
Friday, I sat down with Amber Kanwar from BNN. We discussed the value in Canadian banking stocks, the recent purchase by BMO of General Electric's Transportation Finance Division in the U.S, and the opportunities in the financial sector. Watch the full interview...
Volatility In The Markets
Investors watched as the markets plummeted yesterday, but then rallied back by end of day. I had the opportunity to speak with a number of news outlets about the volatility in the markets, the impact on investors - and how these represent buying opportunities. CBC...
BNN Interview – Lagging Growth In China – Tech Selloff
Yesterday, I spoke with Greg Bonnell at BNN and discussed China's lagging growth, selloffs in the tech sector, investors looking for growth in new areas, and the TSX over this last week. Watch the full interview here >
BNN Interview – Why Buying In This Market Is Difficult
Yesterday, I sat down with Michael Hainsworth at BNN to discuss why buying in this market is difficult. We covered selloffs in the banking group, interest rate cut impacts, energy and tech sectors, and value vs momentum investing. Watch the full interview here >
What Do You Want Your Money To Do For You In Retirement?
The answer to this fundamental question is what will allow you and your investment advisor to design the ideal portfolio for your retirement. While many financial institutions and advisors rely on ready-made portfolios based on risk tolerance, I believe there is a...
Avoid These Top Mistakes Retirees Make When Investment Planning
Thinking About Retiring? Making the right investment decisions as a retiree is critical because those investments will provide you with income during retirement. Try to avoid these top four common mistakes that expose retirees to the very risks they are trying to...
Protect Your Investment Assets
You've worked hard all your life to build up your investment portfolio in preparation for retirement. What's the most important question now for many retirees - how do you not only protect your investments, but also pass them on to the next generation in the most...
Did You Know That People Who Work With Financial Advisors Make More Money?
It's no secret that market volatility has many investors concerned about how to best protect their wealth. According to research commissioned by the Investment Funds Institute of Canada (IFIC), it's also true that investors working with trusted financial advisors are...
Are Your Investments Keeping Up With Inflation And Taxes?
At least I'm not losing any money! That's a common refrain I hear from people who have chosen to invest in Guaranteed Investment Certificates (GIC). But is that actually the case in this historically low interest rate environment? In a word, No. People often forget to...
Canadians Are Living Longer. What Does This Mean For Your Portfolio?
Life expectancies in Canada have been on the rise for the past few decades. The latest Statistics Canada report reveals the average life expectancy is now 80 for men and 84 for women. Put another way, that means we should be preparing to live 15 to 20 years beyond our...
BNN – M&A, Banks, & Energy
Friday, I sat down with Amber Kanwar from BNN. We discussed M&A in the semiconductor and energy sectors, the Canadian transportation / rail market, as well as how the largest Canadian banks are doing during these more challenging economic times. We also discussed...
BNN Interview – Discussing The US Markets, Jobs, & Sectors
Yesterday, I sat down with Michael Hainsworth at BNN to discuss the U.S. markets, the US Jobs Report, and where interest rates may be headed later this year. We also chatted about the financial, oil and biotech sectors. Watch the full interview here.
Bull Market Discussion ON BNN
This past Monday, I spoke with Frances Horodelski on Business Day AM at BNN about the bull market and why I believe it will continue for some time. See the full video on BNN here.
Will This Bull Market Continue In 2015?
With the U.S. just celebrating their 6 year anniversary of the current bull (positive) market run, many investors are wondering can the rally in the equity (stock) markets continue? I have heard many investors and analysts say that the equity markets both here and in...
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.