01 September, 2020 Special Reports and Newsletters

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them. ...

02 August, 2020 Estate planning

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand....

16 July, 2020 Financial Planning

A New Economy is Emerging

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares reasons for the strong market recovery in Q2, and explains that we are witnessing the emergence of new economy....

25 June, 2020

A Long, Slow Economic Recovery: The Good, Bad and Ugly

There is an oft-used expression in our industry that markets go down the elevator and up the stairs. However, this year, one of the sharpest and swiftest market declines in history has been followed by one of the swiftest and sharpest climbs. This is...

28 May, 2020

"Pedigree” is for Racing Pigeons, not Investment Managers

Last week, we discussed two elements of due diligence: the importance of going beyond narratives and numbers, and that fund names rarely describe what a fund truly does. This week, we’ll expand this conversation a little further and I’ll highlight a few...

20 May, 2020

The Narratives and Illusions of Investment Management

Over my next few letters, I’ll take you through examples of what to look out for and give you a sense of the types of questions to consider when evaluating potential funds.This week, we look at two themes: Stories and Numbers; and What’s in a Name. After...

07 May, 2020

FOMO: An Affliction Among 11-Year-Old Boys and Investors Alike

Our CIO, Corrado Tiralongo shares how falling prey to the social concept ‘FOMO’ can hurt long term investment outcomes - Can we trust historical investment performance exclusively, when evaluating a fund? Last week, my 11-year-old son, Leo, presented...

01 May, 2020

The Cost of Chasing Investment Performance

Comparison is the thief of joy. Theodore Roosevelt, 26th President of the United States I don't know the context of Mr. Roosevelt’s comment, but this quote has been one of my favorites because of its elegance in addressing some things that affect all...

27 April, 2020 Financial Planning

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates....

24 April, 2020

Investing in Volatile Markets: Be Comfortable With the Uncomfortable

Risk is an abstract thing, It’s defined as the possibility of something bad happening. Risk involves uncertainty about the effects and implications of an activity, especially when it concerns something we value (such as health, well-being, wealth, property...