Blog
Our blog is where you’ll find posts about investing, tax and financial planning tips, markets and other world and life events in a way that you’ll actually enjoy reading!

What do the Panama Papers Mean for Canadians?
Topic:
Tax Planning
Excerpt:
The latest Canadian news to surface regarding the Panama Papers is that the Royal Bank has agreed to hand over to the Canada Revenue Agency (“CRA”) 40

It’s Not the Fall That Kills You
Topic:
Investments
Excerpt:
Market declines are scary, but they’re not always fatal to an investor’s portfolio. Some historical context can help explain why those big declines do

Don’t Be a Lemming and Follow the Crowd
Topic:
Investments
Excerpt:
People in a group often behave differently than they do individually.

Why Are We All So Pessimistic?
Topic:
Pearls of Wisdom
Excerpt:
Why does it always seem like the world is coming to an end? Despite the advances in life expectancy around the world – even more in the developing

Women & Investing
Topic:
Investments
Excerpt:
The evolution of the workplace has brought many positive changes for women: increased business ownership, more executive positions, greater corporate

The Merits of Meaningful Metaphors
Topic:
Human Interest
Excerpt:
We all have things we think we’re good at. We know we’re not the best in the world. But we reasonably believe that we’re “better than most”. And that

Asset Allocation and…Political Misconduct?
Topic:
Pearls of Wisdom
Excerpt:
Seeing the words ‘politician’ and ‘misconduct’ occasionally in the same sentence should be surprising to no one. But predicting a politician’s

Your Future Self Will Thank You
Topic:
Wealth Planning
Excerpt:
Financial success is linked with the ability to identify with the future self. Academic studies show that people who can conceptualize their future

Did You Score?
Topic:
Pearls of Wisdom
Excerpt:
It turns out that credit scores are not just useful for banks to evaluate if you are a credit-worthy borrower.

The Wit and Wisdom of Charlie Munger
Topic:
Investments
Excerpt:
“In the corporate world, if you have analysts, due diligence, and no horse sense, you’ve just described hell.”