News

Tax upside of moving

Discover a silver lining that comes from moving for school or work from The Tax Letter.

Find out if you qualify for this tax benefit
My eldest daughter is moving into her   Read More

Let it flow

We update you on each of our income trusts and income stocks on a regular basis, as well as in between those rotating updates where events warrant.
Keyera Inc. (TSX—KEY)

Dean Setoguchi,   Read More

Government bonds can be risky too

Often thought of as risk-free, government bonds can pose considerable risk to your portfolio.
As they approach retirement, many investors believe they should hold a large proportion of their investment portfolio   Read More

Growth and safety on both fronts

Operating in more than one profitable industry reduces Toromont’s risk. It has the potential to offset a downturn in any one industry with an upturn in another.
Toromont Industries Ltd. (TSX—TIH)

Toromont   Read More

No more rules

Clarity is important in our lives. Unfortunately for investors, clarity is rare in the investment world.

Financial news is full of contradictory statements and contradictory opinions. For example, we have known   Read More

Let it flow

We update you on each of our income trusts and income stocks on a regular basis, as well as in between those rotating updates where events warrant.
Keyera Inc. (TSX—KEY)

Dean Setoguchi,   Read More

Where to put new money now

If you’re following a dollar-cost averaging plan, carry on with it. If you have new money to invest, emphasize conservative funds.

Our current thinking
It could get worse before it gets better.   Read More

Edges add up

A friend told his three children that the family needed to lower its cost of living in order to pay off the mortgage and other debts more quickly. The children   Read More

Government bonds can be risky too

Often thought of as risk-free, government bonds can pose considerable risk to your portfolio.
As they approach retirement, many investors believe they should hold a large proportion of their investment portfolio   Read More

Diversify with ADRs

American Depositary Receipts, or ADRs, give you ownership of companies based outside Canada and the United States. This will further diversify your portfolio by industry and geography.

ADRs give you industries   Read More

Growth and safety on both fronts

Operating in more than one profitable industry reduces Toromont’s risk. It has the potential to offset a downturn in any one industry with an upturn in another.
Toromont Industries Ltd. (TSX—TIH)

Toromont   Read More

Tax upside of moving

Discover a silver lining that comes from moving for school or work from The Tax Letter.

Find out if you qualify for this tax benefit
My eldest daughter is moving into her   Read More

Edges add up

A friend told his three children that the family needed to lower its cost of living in order to pay off the mortgage and other debts more quickly. The children   Read More

Where to put new money now

If you’re following a dollar-cost averaging plan, carry on with it. If you have new money to invest, emphasize conservative funds.

Our current thinking
It could get worse before it gets better.   Read More

This utility is a safe harbour

Against a backdrop of global inflation, higher energy prices, climate change, and complex geopolitical developments stemming from the war in Ukraine, utilities companies play a central role because they create   Read More

Now a Top-40 Canadian Fund

We’ve added Fidelity Greater Canada Fund to our Top-40 list. It replaces CI Canadian Investment Fund, which we discuss.

Fidelity Greater Canada
We’ve removed CI Canadian Investment Fund from our Mutual Fund   Read More