Pearls of Wisdom Q1 | March 2018

A quarterly publication sharing the firm’s news, our views on investing and planning.

Quarter 1 | March 2018 | March 2018

From the Editor: The Yin and Yang of Being Canadian

Dianne White, CPA, CA, CFP, TEP, Canada was a medal-winning machine at the Pyeongchang Olympics with an overall third place finish and a record setting 29 medals. As one of the sports

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Leaving a Legacy, Part 2

Alex Jemetz, CIM, In May of last year we held a session in our Women & Wealth series about the importance of estate planning and effectively transitioning wealth to the

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The Agony and the Ecstasy: The Return of Volatility

Fergus Gould, CFA, After two years of low volatility and a rising equity market, the tranquil times have been abruptly interrupted. This is no historical novel – it is a

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Nexus adds Depth to the Investment Team Roster

Nicole M. Weiss, We are delighted to welcome Alana Awad as the newest member of our investment team at Nexus. Alana joins us from RBC Capital Markets where she was

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Pearls of Wisdom

Devin Crago, CFA, Reading is one of the principal occupations in our profession. As we digest a wide range of material, interesting ideas and surprising facts – some

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