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

Quarter 1 | April 2019 | April 2019

From the Editor: Live Long and Prosper?

Dianne White, CPA, CA, CFP, TEP, The 2019 Federal Budget content was not particularly newsworthy from a tax perspective. There were no tax rate reductions or any commitment to a

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When Less is More

Denys Calvin, CFA, The Canadian Bankers Association’s latest bi-annual survey highlights how consumers’ desire for choice and convenience is driving the adoption of new

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Emerging Markets: Aguas Tormentosas or Rio Tranquilo?

Fergus W. Gould CFA, Aguas Tormentosas - 2018 was a turbulent year for emerging markets (EM) investors. From its late January 2018 high to its October low, the emerging

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Spotlight on: The Nexus Report

Nicole Weiss, At Nexus, we are committed to regular and honest communication, something we feel is essential in our role as a trusted advisor. With no lack of news

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Ups and Downs; Electric Vehicle Batteries; Houston, We Have Lyft-off!

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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