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 funds are making their way into the portfolios of high net worth clients with portfolio values over $1 million.
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 enhancing this volatility - algorithmic trading.
Many investors fear a global recession. We discuss the cause and effect of this, and how we are positioning our portfolios.
As we continue our journey of treating our clients beyond being "just numbers on a spreadsheet", we launched a Health & Wellness event.
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 value-minded investors.
We discuss impacts of the new tax legislation surrounding Canadian Controlled Private Corporations.
This blog discusses the volatility we've experienced shortly into 2018 with the equity markets. Amidst all the confusion and chaos, how do investors best position themselves for this turbulence?
While there have been many changes announced which may increase a person’s taxes, there is still one legitimate strategy worth considering to reduce taxes – income splitting using a spousal loan.
As 2017 draws to a close, it will be four years that I’ve been President & CEO of CWB McLean & Partners. As we’re half-way through the last month of the year, this strikes me as a good time to reflect on the past, share the present, and look to the future.
It is ingrained in an investor's psyche that betting on emerging markets underperforming was a sure bet. We believe, however, that now is the time for EM underperformance to end.