Blog

Join Ian David Clark, CIM, and Steve Bokor, CFA as they discuss:

• Tax Loss Harvest Season
• Microsoft Crushing it in the Cloud
• Big Tech Big Week with Earnings

Read More →

Join Ian David Clark, CIM and our guest, Veronica Crha as they discuss what is happening in our local real estate market.

Read More →

Join Ian David Clark, CIM - Portfolio Manager for a bi-weekly conversation about investment markets.

In this week's video, we are joined by Steve Bokor, CFA to explore the U.S election stock market outcome, the housing boom and take the Pepsi/Coke Challenge.

Read More →

Join Ian David Clark, CIM - Portfolio Manager for a bi-weekly conversation about investment markets.

"Alpha" is a measure of the active return on your investment, in other words, the performance of that investment when compared with a suitable market index. An alpha of 1% means the investment's return on investment over a selected period of time was 1% better than the market during that same period. That's what we do - aim to add Alpha to your portfolio over the long term.

Read More →

There’s always a risk associated with any reward. That’s as true for a 5-year-old playing a video game as it is for a Fortune 500 business owner.

The goal in life is to assess whether that risk, no matter how big or small, is worth the reward.

Read More →

In the span of a decade, from 2006 to 2016 alone, the average Canadian university tuition rate rose 40%. That number has shown no signs of slowing down anytime soon, either. For the 2017-2018 academic year, average tuition costs in Canada hit $6,571 — a 3.1% increase from the year prior...

Read More →

The primary purpose of financial planning is retirement. One day you'll be hanging up your work keys and giving up the 9 to 5. 

Read More →

When it comes to estate planning, there are still some common myths proving tough to kill. Many individuals are unsure of what estate planning is and why you need an estate plan.

Quite frequently, we see individuals and families choosing to forgo setting up an estate plan for a combination of these myths.

Read More →

By now we've all heard that Canada, and the globe, is projected to experience a recession this year. This is mainly due to COVID-19 and how this pandemic has halted many industries and economies.

This isn't the first time that we've experienced a recession and chances are — it won't be the last. So how can you recession-proof your money and protect it?

Read More →

Financial planning and retirement planning are like peanut butter and jelly — you can’t really have one without the other.

Read More →

The wheels don’t stop turning in your head just because you’ve retired. In fact, some of the top entrepreneurs in the world didn’t get their start until later in life. American icon and KFC founder Colonel Sanders, for example...

Read More →

We can probably all agree that financial planning is pretty darn important. Whether you’re spending within the confines of a monthly budget or saving for a new home — there’s a good chance you’re already doing it without even knowing. Alas, there may come a time when you need a helping hand to navigate challenging financial hurdles like investments and taxes.

Read More →