There is a sense that Artificial Intelligence (AI) is poised to define the next decade. Its impact on industries, societies, and daily life may be profound, reshaping how we work, communicate, and innovate in ways that were previously unimaginable…
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Investor Behaviour
“Those who understand it, earn it..”
With the NHL playoffs beginning a few weeks ago, no doubt many of you witnessed the continued obsession self-directed platforms put on “Retiring 30% Wealthier”. If you have seen these ads, it would suggest you would do well with them. The constant undermining of...
The Millionaire’s Mind(set)
There’s an old book we’ve had in our office for over 20 years titled The Millionaire Next Door, which was published in 1996 by Dr. Tom Stanley and his colleague Bill Danko. Every time we open it up again, right off the bat you see “Wealth is what you accumulate,...
2024 TFSA Limit and Insights
The new Tax-Free Savings Account (TFSA) contribution limit for 2024 was released last month, and it is $7,000, bringing the TFSA dollar limit from $88,000 to $95,000 (assuming you were 18 in 2009). The TFSA is an amazing account for Canadians, but for many new...
“Comparison is the Thief of Joy”
As you (hopefully) find time for relaxation in the last few weeks of summer, we wanted to leave you with some food for thought and a timeless reminder of successful long-term investing: Reviewing a portfolio too often isn’t good for you OR your portfolio...
The Year Ahead
The last 12-15 months have undoubtedly tested investor’s patience. Many factors – inflation, rising interest rates, and choppy equity markets are seemingly converging all at once, which has led to the abundance of recession headlines for 2023. In times like...
Back to the Basics
The past 12 months have not painted a pretty picture for stock markets around the world. The last few years made investing look easy, and this year has served as a little reminder that successful long-term investing is anything but easy. With all the negative...
Slow & Steady Wins the Race
In North America, the majority of investors get their financial market updates from television and news media sources. Inevitably, that means over the past couple weeks your morning headlines (which are primarily geared to the USA) would have read something along the...
War, Geopolitics, and the Economy
Like most of you across the country, we’ve been following the humanitarian crisis in Ukraine and our thoughts remain with all the families affected by these seemingly unconscionable actions. Events like this put life into perspective, and if the stock market is one of...
Managing Expectations
A recent global survey of individual investors from Naxtis Investment Management surveyed over 8,000 investors from 24 countries to see how the pandemic affected their finances, health, and emotions. A key finding was that “despite the stress presented in the past 18...
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Recent Posts
AI Revolution: Managing Market Exuberance
There is a sense that Artificial Intelligence (AI) is poised to define the next decade. Its impact on industries, societies, and daily life may be profound, reshaping how we work, communicate, and...
“Those who understand it, earn it..”
With the NHL playoffs beginning a few weeks ago, no doubt many of you witnessed the continued obsession self-directed platforms put on “Retiring 30% Wealthier”. If you have seen these ads, it would...