Toll Free: 1-877-227-5468   ⁃   Toronto: 416-969-9540

Insights & Media

Insights & Media2019-12-18T09:46:52-05:00


What I learned about investing from baby monitors

By |August 31st, 2020|

Benjamin relates how the baby monitor for his 11-month-old son, which provides a plethora of information on his sleep habits, compares to the almost infinite amount of information available to investors to allow them to treat their portfolios as restless babies, in need of constant monitoring, and yet this does not always lead to the best outcome.

You can’t control COVID but you can control yourself

By |July 13th, 2020|

At the time of writing, most investors’ stock portfolios have recovered significantly from the precipitous drop in late February through March, 2020 and with the worst of it over – hopefully – Benjamin outlines 3 lessons can we learn from the COVID-19 crisis that can guide us through the next one.

An Ernest Opinion

Will COVID upend the buoyant Toronto housing market?

By |July 29th, 2020|

Most everyone thinks that housing prices in Toronto are a bubble, waiting to burst. That makes the housing market’s resilience during COVID even more surprising: the MLS Home Price Index was up 7.7% in June with sales volumes back at prior year levels.


Monthly Newsletter – August 2020

By |September 2nd, 2020|

While we will never have all the answers needed for investing, the answers to three key questions will have a significant impact on the investing world. In this monthly update, David outlines these questions, the impact each will have, when he expects to have answers, and what investors should be doing as we await the outcomes.

Monthly Newsletter – July 2020

By |August 7th, 2020|

Understandably, people are concerned that the market is going to go down. The impact of the pandemic has created a high level of uncertainty and we do not know what will happen with this horrible and persistent disease in the remainder of 2020 and beyond. However, what we do know is that trying to time the market is not the answer. In this monthly update, David outlines the steps we are taking to protect your portfolios.

Monthly Newsletter – June 2020

By |July 7th, 2020|

David starts his monthly update with the aphorism “hours of boredom punctuated by moments of sheer terror” as an apt description of the markets so far this year. He includes some interesting charts to illustrate the extremes vis a vis prior periods and reiterates that our approach, as it has been in the past, was to not sell into a falling market. David also introduces 4 recent videos recorded by he and Barry which you can find below. Given that we have not been able to meet with you face to face, we thought that some short videos explaining our views on current circumstances may be of interest.

Wealth Management

How valuable is the dividend tax credit really?

By |May 20th, 2020|

Tax minimization is one of the most important pillars of wealth management. The more you pay in taxes, the less money you have to spend and save. As a result much ink is spilled and many dollars spent in the effort to pay less tax. But when trying to optimize one part of the equation, it can be easy to miss the forest for the trees.

This is where your plan shines

By |April 28th, 2020|

Major market corrections are scary. If you are close to retirement – or already retired – seismic shifts in the market can feel like the world is ending and your ability to meet your financial objectives is evaporating. If you have a financial plan, now is the time to review it, consider the impacts it has had on your portfolio, and assess in a non-emotional way whether your goals have been affected.

Go to Top