Blog

Navigating with intent: how and why financial planning works

Sep 24, 2021

In this blog we share how the financial planning process works and highlight six key areas an effective plan should focus on. Whether it’s planning for retirement, the purchase of a recreational property, or saving for a child’s post-secondary education, a comprehensive financial plan can help you achieve what matters the most in your life. 

More than memories: tax considerations in cottage succession planning

Aug 13, 2021

By Kim Stevens, CFP^®, CLU^®, CHS

Whether you call it a cottage, cabin or chalet, these treasured family retreats are much more than a piece of real estate. In this article, we explore different avenues that a family can take when they are faced with the decision to sell their cottage or keep it for the next generation.

Q2 2021 Investment Commentary

Jul 15, 2021

The heatwave that Canadians recently experienced is somewhat of a precursor to what’s shaping up to be a scorcher of a summer from an economic standpoint. With 67% of Canadians having received at least one dose of the vaccine and provinces lifting even more restrictions, this will unleash many economic catalysts that we’re looking forward to.

Benefits of giving through Donor Advised Funds

Jun 25, 2021

By Kevin Dehod

There is a common misconception that Donor Advised Funds (DAFs) are very complex structures and reserved for multi-millionaires. However, DAFs are accessible and can provide a great level of flexibility and significant tax advantages in planning your philanthropic efforts.

A lot can happen in a year

May 14, 2021

By Matt Dunn, CFA

Many investors going into 2020 saw their returns decline 65-75% over the course of three months as a result of the pandemic-induced shutdown of the global economy. This volatile market caused several investors to question their carefully planned investment strategies. Bear markets are a fact of life and they can present a tremendous opportunity for a disciplined investor to improve their portfolio and enhance future returns.

Q1 2021 Outlook Commentary

Apr 19, 2021

Though recent lockdown measures have come into effect across Canada, we view this as merely a detour on the gradual return to normal. Our Quarterly Outlook Commentary reflects this sense of optimism as we gain a greater understanding of what the new normal will look like — and when it may arrive.

Bias busting - avoid the pitfalls of behavioural investing

Mar 12, 2021

By Russ MacKay

By shaping our perceptions, feelings and the way we process information, biases can result in irrational decisions and may have bigger impacts on your long-term financial success than the actual market itself.

Searching for alpha in the oblique

Feb 19, 2021

By Bernadette Churchill

When investing, it’s easy to follow a direct approach, only focusing on what’s currently performing well and ignoring everything else. Looking beyond our limited perspectives can allow us to uncover comparatively favorable opportunities, such as the abundant potential of investing in international and emerging markets.

Q1 2021 Outlook Commentary

Jan 29, 2021

By CWB McLean & Partners Research Team

In the first commentary of the year, we discuss key developments that will be influencing the markets around the globe in 2021.

Chasing last year's winner is a losing strategy

Jan 08, 2021

By Matt Dunn, CFA

Betting on previous winners in the stock market is not a strong investment strategy. We delve deeper into an investment approach that yields as a clear winner when it comes to greater returns over the long-term. 