The newsroom
Keep up-to-date with our current happenings
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 in private equity can help your portfolio. Private equity is the largest alternative asset class, with over $6 trillion in assets under management as...
Market Perspectives: Don’t Fear the Bear
In the first half of 2022, the S&P 500 Index entered into a bear market prompting some investors to ask: will the Canadian markets follow? As a reminder, a bear market is often defined as a period in which stocks have declined by 20 percent from a previous peak...
A Rising Interest Rate Environment: Helping Younger Generations Navigate These Times
For the first time, the younger generation is living in a world of rising interest rates and high inflation. Over the past two decades, many of us have grown accustomed to low interest rates due to slower economic growth and low inflation. Now, to try and temper...
Is a “Soft Landing” Still Possible?
Despite many of us feeling as though we are in recession¹ — high inflation, rising interest rates and stock market declines certainly haven’t helped to support optimism — there continues to be considerable debate about whether a full-blown recession is imminent. There...
Canoe Financial Webinar: Energy Investment Strategies
Dave and Tyler are joined by Canoe Financial, sharing the importance of the Canadian Energy Market. With the growth in popularity and awareness of alternative and renewable energy sources, Canoe Financial covers the increasing opportunities for investment within the...
September Market Insights: Waiting for Godot and passing the peak sagitta of the inflation and rate expectation arcs in 2022
Waiting for Godot and passing the peak sagitta of the inflation and rate expectation arcs in 2022 Waiting For Godot is Samuel Beckett’s portrait of the human condition in limbo. The play is about two men, Vladimir and Estragon, who are waiting for another man called...
Are You Retirement Ready? A Closer Look at Retirement Planning
You don't quit saving and stop planning once your hit retirement! Dave and Tyler delve into retirement planning and how to ensure that you are ready to take the big step.
Six Reasons Why: A Business Owner/High Net-Worth Individual Should Look at Life Insurance – Part 1
How can business owners & high net worth individuals use insurance to manage this and other problems? Special guest Paul Fawcett of PPI joins Dave and Tyler to elaborate on the potential benefits of life insurance for high net worth entrepreneurs.
Efficient Ways to Distribute Your Wealth to Charities: Giving Strategies
Planning to donate? Make your donations count! Join Dave and Tyler in discussing Charitable Giving Strategies when donating and giving.
August Market Insights: The Global Economy has its Hamlet Moment
Rebirth or a Financial Crisis “To be or not to be, that is the question. Whether ‘tis nobler in the mind to suffer the slings and arrows of outrageous fortune.” — Hamlet, Act 3, Scene 1, William Shakespeare Words and phrases derive much of their meaning from the...
The Choice for Long Term Care Insurance: Is it Worth It?
Dave and Tyler delve into the world of Long Term Care Insurance by discussing the costs, planning, benefits, and more. Subscribe to the Smokin’ Bulls Channel on Youtube for more hot topics every week!
Smokin Topic: Oil, Markets & Alternatives in Alberta, Canada with Greg Bentz
Flow Through Shares and Using Tax Credits for Investment Returns
Federal Budget Recap – Arriving Soon: The FHSA and More…
This year’s federal budget proposed a new tool intended to help support new home buyers. Expected to begin in 2023, the First Home Savings Account (FHSA) is a registered plan that combines the tax benefits of the RRSP and TFSA. The FHSA will allow Canadian residents...
Oh Canada! Reasons To Keep Perspective
This summer marks Canada’s 155th birthday. As the world continues to be out of balance and the financial markets test our resolve, perhaps this is an opportune time to step away from the headlines and focus on the many reasons to be grateful to be in Canada. We are a...
Corporate Basics: Protecting Assets in Business with Greg Bentz
Women & Insurance: Closing the Gender Gap
According to recent statistics, there continues to be a gender gap when it comes to life insurance coverage: men are better protected than women. Consider that in the U.S., 58 percent of men have coverage, whereas only 47 percent of women do, and that gap further...
In Volatile Times: The Continued Case for Dividends
The long-term case for dividend-paying equities continues to be compelling. During volatile markets, such as the times we are experiencing today, dividends can play a role in reducing overall portfolio risk and volatility. Over the longer term, increasing dividend...
Smokin’ Topic: Living in the Metaverse – A Reality within the Virtual World
What do Dave and Tyler think about the Metaverse and its potential effects on our everyday lives? Subscribe to the Smokin’ Bulls Channel on Youtube for more smokin' topics every week!
Macroeconomic Perspectives: Is a Recession Imminent?
With slowing global growth, persistently high inflation rates and as the central banks have taken a more aggressive position to combat inflation by raising interest rates faster than anticipated, the media has been preoccupied with evoking fear that a recession is...
Market Insights in 2022: The Year of the Fed with Dr. James E. Thorne
July Market Insights: The Fed & Its Use of Economic Coercion: This is Not Coin-Flip Policymaking
With new declarations by Chairman Powell that “overall economic activity appears to have picked up,” after its aggressive actions in June to increase interest rates by 75 bps at a time when global economies are slowing, investors may be easily confused. Yet, there may...
At Last…Welcome Back to Travel! Spending Extended Periods Outside of Canada?
After over two years of lockdowns and shutdowns, the opportunity to travel outside of Canada is a liberating experience that many have eagerly awaited. A significant number of people have organized overseas travel this summer. The many snowbirds who were forced to...
Finding Balance Amid Uncertainty
Keeping expectations on an even keel has been a challenge when it comes to the financial markets.In 2022, we have experienced a rapid reversal in both direction and sentiment. With persistently high inflation, and with headwinds from the Ukraine war and...
Investing in the Metaverse Webinar with Mike Stinton and Meghan Chen of Fidelity Investments
Are we truly stepping into the future with the introduction of the Metaverse? Catch Dave and Tyler as they discuss the Metaverse with special guests Mike Stinton and Meghan Chen of Fidelity Investments and its role in our lives, including our working...
Navigating Uncertainty: Don’t Overlook the Value of Staying Invested
Equities continue to be one of the best asset classes in which to grow wealth, but that’s not without market fluctuations. With significant volatility over recent times, it is worthwhile to remember the importance of staying invested. Here are some reasons...
Full Episode: It Pays to Stay Invested!
In this episode, Dave and Tyler provide insights on the big picture of Investment in 2022, Volatilities in the Financial Market, as well as strategies for smoothing out your investment journey.
The Fed: From Tragedy to Rebirth? Just Follow the Path of the Credit Markets
The first half of 2022 has supported the consensus narrative of “tragedy” that has dominated the financial markets. Indeed, the market pullbacks to start the year have been intense. However, a closer look at the credit markets suggests a changing dynamic. The Fed...
Client Training: Appointing an Authorized Representative
Tower Wealth Advisory Client Education Series: Appointing an Authorized Representative Hosted by: Tyler Cockbain, Portfolio Manager - Wellington Altus Private Wealth Guest Speaker: Justin Nekechuk, Licensed Associate - Wellington Altus Private Wealth
Navigating the Fixed Income Landscape Webinar
With increasing interest rates in 2022, how will fixed-income investments manage to have a positive return? Join us in the Tower Wealth Advisory Webinar: "Navigating the Fixed Income Landscape" with guest speaker Jeff Sujitno, Portfolio Manager at Wellington...
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BE AWARE OF NEW REPORTING RULES: Are You Associated With a “Bare Trust” Arrangement?
Are you a legal owner of an asset where someone else is a beneficial owner and has a beneficial interest and oversight of the asset? I f so, you may be holding a “bare trust” and have a filing requirement where you previously did not. Here are some examples where a...
Thinking Beyond Retirement: A Higher Purpose
It has been said that “if you are what you do, when you don’t … you aren’t.” As you think ahead, have you contemplated a plan for what you will do in retirement? Many of us plan by working hard, saving consistently and investing for the future to ensure a financially...
Have U.S. Equities Become Overvalued?
With the rapid rise in the “Magnificent 7” stocks to start the year, there has been renewed discussion over whether U.S. stocks are becoming overvalued. What has been driving these returns? Stock prices are driven by a variety of factors. In a perfectly efficient...
TAX SEASON IS HERE AGAIN: A Reminder of How Interest Income Is Taxed
With rising rates, there has been increasing interest in guaranteed investment certificates (GICs). Now that tax season has arrived, here is a reminder of their tax treatment, as well as the taxation of bonds. The taxation of GICs — GICs are often “locked in” and...
Spring Cleaning Finances: Five Questions To Ask
Now that spring has sprung and many of us are in spring cleaning mode, perhaps you are looking for a bit of motivation when it comes to your finances. Here are five wealth planning questions that may be answered by simple “rules of thumb.” These may spark meaningful...
Reminders for Tax Season
It is personal income tax season once again. Given increasing interest rates, don’t overlook the importance of filing your taxes and paying balances and instalments on time, as interest assessed on insufficient payments can be significant. Tax Filing Deadlines — The...
A TAX EFFICIENT ALTERNATIVE TO GICs: CONSIDER THE BENEFITS OF DISCOUNTED BONDS
Given the rise in interest rates since the start of 2022, there has understandably been greater interest in low-risk, fixed-income investments like Guaranteed Investment Certificates (GICs). While investors can take advantage of rates not seen in decades, it is...
HIGHER FOR LONGER INTEREST RATES? HISTORICAL PERSPECTIVES ON THE EQUITY MARKETS
Since the summer, bond yields have risen rapidly. In April, the U.S. 10-year Treasury yield hovered around 3.3 percent; by October, it had risen to 5 percent for the first time in 16 years. This is a substantial increase in just six months. Many market observers...
INVESTMENT TACTICS DURING UNCERTAIN TIMES
After a volatile 2023 in the financial markets, one of the by- products has been that some investors feel inclined to take a more conservative investment stance. How can this be achieved? Selling all of your stocks and holding cash equivalents is one extreme...
THE INVESTING ROAD IS A LONG ONE
As we look forward to another year, after the financial market volatility we experienced in 2023, it may take discipline to stay focused on our objectives, but here are three perspectives: 1. Volatility plays a normal role in the markets. Stock market declines are a...
For High-Net-Worth Investors: Life Insurance for Education Planning
For high-net-worth (HNW) investors, life insurance may provide benefits beyond protection, including helping to support the education costs of a child or grandchild. With the ever-growing cost of post-secondary education, many HNW investors are looking for different...
CPP: FOUR THINGS YOU MAY NOT KNOW
The Canada Pension Plan (CPP) has been in the spotlight as the Alberta government proposes creating its own retirement plan. For the answers to some questions about Alberta’s potential divorce from the CPP, see: https://www.cbc.ca/news/business/cpp-app-pension-...
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