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Displaying posts in Investments

Campbell, Lee & Ross featured in Globe and Mail article on Exchange Traded Funds (ETFs)

Campbell, Lee & Ross featured in Globe and Mail article on Exchange Traded Funds (ETFs)

Posted in In the News, Investments, Expertise, Stocks, Darren Sissons

The popularity of Exchange Traded Funds (ETFs) as an investment option for Canadians has exploded in the past 5 years.

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Show Summary: CLRIM on BNN's Market Call - September 11

Posted in Market, Investments, Expertise, Show Summary, Darren Sissons

Darren Sissons appeared on BNN’s Market Call to discuss recent market events and make some calls on stocks to watch over the coming quarter.

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The coming tax changes... how do they impact your retirement planning?

Posted in Market, Investments, IPP, Estate Planning, Andrew Ross, Newsletter

The Liberal government is considering tax changes that will affect business owners who use corporations to augment their retirement plan.

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Show Summary: CLRIM on BNN's Market Call - August 2017

Posted in Market, Investments, Expertise, Show Summary, Darren Sissons, Bruce Campbell

The summary notes in this post are from comments made by our investment managers, Bruce Campbell and Darren Sissons on BNN’s Market Call (August 17, 2017)

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Where are North American interest rates going?

Posted in Market, Investments, Stocks, Bonds, Andrew Ross

Clients regularly ask about our view on the future direction of interest rates in Canada and the US. The long easing of interest rates is slowly coming to an end throughout most of the G20.

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How does the current political environment affect the stock markets?

Posted in Market, Investments, Stocks, Andrew Ross

There is an old adage that the 'markets climb a wall of worry.' This couldn’t be more true of the markets today – underneath the smoke and bluster of politics, there are some solid foundational events that are leading stock markets higher.

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Real Estate Investment Strategy: Is It Time to Downsize?

Posted in Market, Investments, Stocks, Estate Planning, Bruce Campbell

For many investors in the Oakville or Toronto area, real estate has been a good strategy. However, the question is, for how long? Maybe it's time to revisit the idea of downsizing?

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Exchange Traded Funds & the Danger of Hyper ETF Concentration

Posted in Market, Investments, Stocks, Bonds, Darren Sissons

The popularity of Exchange Traded Funds (ETF) investment has surged in recent years – but do investors really understand the risk / reward balance?

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Canada Budget 2017: Is no news good news?

Posted in Market, Investments

The Canadian federal government released their 2017 budget to limited fanfare on March 22, as many were worried about increased taxes and reduced support for small business. But, the result has been termed a ‘wait and see’ budget by many who have reviewed it.

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What happens if my portfolio manager retires?

Posted in Investments, Expertise

When your portfolio manager is planning to retire, you want to be confident there is a strong succession plan in place for transition of your account.

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