Knowledge Centre

We believe that informed investors make better decisions. When you understand how markets work – and how human psychology can get in the way, you are more likely to stick to a long-term plan. Developing the skills and knowledge to make smart and informed decisions helps you become more financially confident and empowered. We share our insights and experience through these articles, research pieces, videos and white papers.


What matters to you?

Why?

Why?

It surprised us how useful we find this question. We expect to hear “why” from a therapist or counsellor, but not our financial advisor. It seems so insignificant, yet “why” is likely one of the most important questions we have.

It’s Not a Debate

Much has been written about the issue of whether investors should limit their portfolios to index funds or attempt to “beat the market,” using actively managed mutual funds.

So, which is better?

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas.  But the odds of reaching your destination increase greatly if you are prepared, flexible, patient and well-advised.

Volatility is Misunderstood

This headline in an article in the Financial Post is typical:  Are quiet markets gearing up for a burst of volatility?

The import of this article, and others, is that stock market volatility is both unusual and bad.

Neither is true.  Here’s why.