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Blog

Learn about topical political and economic issues, their impacts on the market, as well as our responses and investment strategies in our monthly blog. Our Researchers, Portfolio Managers and network of professionals will also provide insight and tips related to all aspects of wealth management.
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ALL ARTICLES

Featured Article

Your Roadmap to Investing Success

In the following article we highlight the importance of a properly structured Investment Policy Statement. This is the starting point for all clients who engage with CWB McLean & Partners, and is a reviewed and updated on a regular basis with their Client Portfolio Manager to ensure the clien...
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CURRENT ARTICLES

Your Roadmap to Investing Success
Thursday, May 9, 2019
by Russ MacKay
In the following article we highlight the importance of a properly structured Investment Policy Statement. This is the starting point for all clients who engage with CWB ... Read More
How Fund Classes can Camouflage Fees
Friday, March 22, 2019
by Kevin Dehod
As myself and our client portfolio management team have been meeting with potential new clients over the last few years, we've noticed more and more that F class mutual f... Read More
The Rise of the Machines
Monday, January 14, 2019
by Kevin Dehod
Volatility returned with a vengeance in 2018. Although many fundamental economic factors triggered this, we take a deeper dive into an investment approach that is greatly... Read More

Past Articles

What’s the Fear & Where Do We Go From Here?
Friday, October 26, 2018
by Ric Palombi
Many investors believe a global recession is on the horizon. Our latest blog discusses the cause of this fear, our analysis on why we believe there is low probability of ... Read More
Well-being Goes Deeper Than Numbers
Monday, October 15, 2018
by Kevin Dehod
As we continue our journey of treating our clients beyond being "just numbers on a spreadsheet", we thought about how we could help make our client's world better by prov... Read More
Uncertainty Abounds - Perfect Storm for Value Investors
Wednesday, August 22, 2018
by Ric Palombi
Over the last six months, a growing number of issues have come together to create a perfect storm in the international markets – creating plenty of opportunities for valu... Read More

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