Most people, investors or not, tend to base their current views on what is most recent in memory. In good times, we...
For 2023: Look Forward, Not Back
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The 2023 Market Forecast – The Pause that Refreshes
“All models are wrong. Some models are useful.” — George E. P. Box, statistician “Patience is a form of wisdom,” notes...
Estate Planning: Helping Preserve Family Harmony
We can often have very unique visions for our legacy. For some, it may be to support the next generation to gain...
Managing your Fixed Income in this Inflationary Environment
With bonds being as volatile as stocks, how can you manage your fixed income in this economic environment? Dave...
Is Now A Good Time to Consider an Annuity?
Given increasing longevity and as equity markets continue to go through a rough patch, some investors have asked...
November Market Insights: Trump, Gridlock And What It Means For Investors In 2023
Steve Jobs once said, “You can’t connect the dots looking forward; you can only connect them looking backward. So, you...
Coping With Volatility
The summer did not see much respite from the volatility that has gripped the financial markets. The bearish...
Dr. James Thorne’s Global Market Insights | Center of Influence 2022 Event
What does the future of the global economy hold? With inflation at historical levels and rates keeping on rising,...
Six Reasons Why: A Business Owner/High Net-Worth Individual Should Look at Life Insurance – Part 2
How can business owners & high net worth individuals use insurance to manage their wealth and other problems? Dave...
Why Private Equity Can Be a Great Addition and Compliment to Your Portfolio
Dave and Tyler sit down with Daniel Cohen, Director of Private Equity at Fiera Comox Partners to discuss how investing...