inFOCUS

Our succinct perspective on key investment and wealth-related issues.

Three Ways to Cure Your “Tax Hangover”

Our succinct perspective on key investment and wealth-related issues. As Canadians, we associate springtime with longer days, warmer weather, playoff hockey… and tax season. It’s not surprising that many have an aversion to thinking about the latter: wealthy Canadians pay among the highest levels of personal income tax in the world.  In fact, as you […]

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Three risks to your portfolio in 2022…And what to do about them

Our succinct perspective on key investment and wealth-related issues. Following a munificent 2021 in markets, investors could be forgiven for feeling a little complacent. After all, most assets in their portfolios delivered sizable gains last year, propelled by a heady mix of earnings growth, low interest rates, unprecedented central bank stimulus, and a liquidity-fueled appetite […]

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Are Traditional Bonds Now “Risk” Without “Return”?

Our succinct perspective on key investment and wealth-related issues. “Unprecedented” is a word we have heard frequently in the last two years. And while we are reluctant to contribute to its overuse, the extraordinary fiscal and monetary stimulus enacted in the wake of COVID-19 pulled global bond yields to low levels that were truly… unprecedented. […]

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Why are sophisticated investors so intrigued by infrastructure?

Our succinct perspective on key investment and wealth-related issues. If you follow the financial news, lately you have heard a lot about “infrastructure.” You have likely seen headlines touting government plans to build new infrastructure – assets and networks that facilitate critical elements of our daily lives and economic activities (think of toll roads, airports, […]

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Do You Know Your “Number”?

Our succinct perspective on key investment and wealth-related issues. Your “number” is the required rate of return on your investment portfolio that allows you to achieve your financial goals. If you are a high-net-worth investor and you don’t know your number (or you are not sure), you certainly are not alone. However, lacking this key […]

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Do You Know What’s In Your Portfolio?

Our succinct perspective on key investment and wealth-related issues. “Risk” is a loaded word that means different things to different people. When it comes to public securities, many investors equate it with volatility or the frequency and magnitude of changes in the price of an asset. We prefer to think of it as the chance […]

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Real Estate

Most investors know that Canada’s real estate sector has been one of the hottest in the world and is a big contributor to Canada’s economic growth. However, the magnitude of that contribution may surprise…

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