Insights & Media2022-10-14T15:51:43-04:00


New Tax-Free First Home Savings Account – A faster way to save for that down payment!

By |September 21st, 2022|

In its 2022 Budget this past Spring, the Federal Government announced a new account to help first time homebuyers save for a down payment on their first home. While this Tax-Free First Home Savings Account (FHSA) will not be available until sometime in 2023, no time like the present to beginning planning.

Shaken, but not Stirred – Presented by Barry Schwartz and Ernest Wong

By |April 14th, 2022|

Given the current environment, interest rate hikes, inflation, further disruption to supply chains and the Russian invasion which resulted in a very bumpy start to 2022, Barry & Ernest share their views on the market as well as specific examples of companies we are holding and how we analyze them.

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An Ernest Opinion

Creating value in volatile markets

By |September 27th, 2022|

Amidst the market volatility, investors sometimes forget that stocks and bonds fundamentally represent sources of capital for business operations. When capital is plentiful and prices are high, it is cheap for companies to invest in growth to open new stores, spend on marketing, hire employees, and make acquisitions by issuing new equity or cheap debt.

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Media Appearances

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Monthly Newsletter – January 2023

By |February 2nd, 2023|

Why are the central bankers still raising rates? In this month’s newsletter, David explains that this is likely because the tools they are using are incredibly complicated to interpret and are perhaps not as relevant in today’s environment. As such, our focus will always be on the companies we own, and less about what the sometimes confused central bankers might do next.

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Wealth Management

New and Improved – Savings plans get even better

By |February 8th, 2023|

The past year has seen the addition of a new registered plan aiming to help first-time home buyers, as well as increased annual contribution limits for both the Tax Free Savings Account and the Registered Retirement Savings Plan driven by inflation. In light of these changes, this article will provide an update of the various registered savings plans available in Canada.

Getting Wealthy and Staying Wealthy

By |July 26th, 2022|

Everyone worries about money. Daniel Kahneman, a behavioural economist and winner of the Nobel in economic science once said “Money does not buy you happiness, but lack of money certainly buys you misery”. Money worries are the greatest source of stress, more than work, personal health and relationships.

Don’t Hesitate; Just Designate

By |June 14th, 2022|

Designating a beneficiary on your registered accounts is one of the most important decisions in estate planning. By designating a beneficiary, you inform the financial institution of your plans for your estate after your death. While it is a simple act requiring little in the way of paperwork, it can do a great deal of heavy lifting in establishing your wishes for your estate and ensuring your assets are distributed according to your wishes when you die.

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Podcast – March 9, 2023

By |March 9th, 2023|

In this week’s Long Term Investing Podcast, Barry & Ernest discuss the prospects for the Canadian energy sector and our recent investment in Canadian Natural Resources.

Podcast – February 24, 2023

By |February 24th, 2023|

In this week’s Long Term Investing Podcast, Barry & Ernest discuss 2022 earnings results and TFI International’s outstanding track record of acquisitions.

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