Identifying and participating in significant investment themes at an early stage is crucial for generating exceptional investment returns. Throughout the past 200 years, every decade
Video Introduction The current market quarter has been closely watched by investors, with their primary focus on whether the U.S. Federal Reserve (the Fed) would
There’s a scene in the classic novel Jane Eyre that unwittingly illustrates an important financial distinction: When discussing the financial suitability of the protagonist’s future
The investment paradigm has changed. Our world has shifted and investors need to rethink some of their long-held assumptions about how they should invest. Active
A long overdue adjustment in interest rates brought about by the onset of inflation has finally helped Portfolio Managers separate the waters between two words
Looking Ahead to 2023 After 2022 The year just ended has been a difficult one, as investors navigated a new market reality. There was nowhere
The value of a portfolio manager during a bear market (or any other kind of market, for that matter) For many younger retail investors, 2022
Video Review – Short Video Review With Charts & Data – Full Version Executive Summary A Hurt-Filled Quarter, and a View to Better Days Ahead
In Quebec, a couple we’ll call Jean, 60, and Avril, 56, are moving into retirement. Jean works part time as a handyman, Avril continues to
In Ontario, a couple we’ll call David, 51, and Elizabeth 50, are edging into retirement. Due to health issues, David is unemployed. He receives a
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