Client Portal
Access your secure client portal. If you require assistance please contact your Investment Counsellor.
Log in to your client portal-
Global Volatility and Trade Wars. Is this the start of a market correction or déjà vu?
The first of a series of articles that examines various aspects of change in relation to the economy, businesses and finance which we may expect from AI in the decades to come.
Read more
-
Pay taxes… How dare you
What a difference a quarter makes. Market participants witnessed a wipe out in financial markets in Q4 of 2018.
Read more
-
Market timing...or time in the market?
Following a painfully weak close to 2018, investors had to wonder if the doom and gloom would continue into the first quarter of 2019.
Read more
-
A Focus on Diversification: Exploring the use of Private Assets (Podcast)
What are private assets? How do they fit in a pension style portfolio? How can they offer diversification during these volatile times? This episode will explore the above questions and more.
Read more
-
2018 concludes with a bear like roar
The overarching theme for markets, as we head towards the end of 2018, has been one of extreme market volatility.
Read more
-
Preparing for 2019: Year-end tax planning and economic outlook (Podcast)
How will the new passive income rules affect me? What tax saving strategies are available for business owners? What does the economic environment look like in 2019? This episode will explore the above questions and more.
Read more
-
Ten years later, should we be worried?
For those of us in the financial industry, and in fact all investors, September 15th marked a milestone.
Read more
-
The Value of Strategic Philanthropy: Benefit your Clients and Practice (Podcast)
How can charitable giving offer you an edge? How can you grow your book while growing your clients’ charitable impact? Why should you discuss philanthropy with your clients? This episode will explore the above questions and more.
Read more
-
Making Investment History: The Longest Bull Market ever Recorded
As many of us were enjoying the final days of the summer of 2018 a historical moment came to pass on the 22nd of August.
Read more
-
Growth or Value in 2018?
After solid gains in 2017 technology stocks have continued to lead the way in 2018. However, the enthusiasm for growth stocks isn’t what it used to be.
Read more