Don't Let the Tail Wag the Dog
Jun 19, 2018
We discuss impacts of the new tax legislation surrounding Canadian Controlled Private Corporations.
Blog
Simplicity in Times of Turbulence
Apr 05, 2018
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?
Increasing Your Households After-Tax Income
Mar 06, 2018
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.
President's Message - Looking to the Future
Dec 20, 2017
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.
Sure Bet Against Emerging Markets
Aug 11, 2017
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.
International Investing. It's not Foreign.
Jun 20, 2017
With 97% of the world's stock trading on non-Canadian exchanges, we strongly believe these investors are missing a lot of opportunity.
Macron's In, What's Next?
May 09, 2017
Emmanuel Macron made history on Sunday, May 7th, becoming the youngest president of France. We discuss our investment position leading up to the French elections and what we're looking at next.
Our Journey with Home Capital Group
May 03, 2017
Investors rarely discuss the difficulty in selling a stock. We discuss our journey with Home Capital Group.
Caution on Owning Canadian Banks
Feb 14, 2017
Canadian banks have been stellar performers over the last 14 years, however, some factors are working against the banks, which we believe will negatively impact the banks' performance and create volatility for this investment in 2017 and beyond.
Market Fears on Chinese Banks Are Misplaced; Opportunity Abounds
Nov 15, 2016
Major market misperceptions and misunderstandings leave Chinese banks seriously undervalued. This blog goes beyond the headlines to seek the truth about the Chinese banks and why we believe the risk/reward is firmly skewed to the upside.