Blog
Barry’s Take on Onex CEO Gerald Schwartz’s Presentation at the CFA Annual Investment Dinner
Barry attended the CFA Society’s Annual Investment Dinner where Gerry Schwartz, CEO of Onex, was the keynote speaker. While the presentation didn’t initially meet his expectations, he realized afterward that it was one of the best he’d ever heard.
What I Learned About Investing From Halloween
Last Thursday was my 5-week-old son Asher’s first Halloween. My wife and I dressed him as a Korok from The Legend of Zelda: Breath of the Wild, one of our favourite games (don’t worry, there’s a picture at the bottom of the article).
Paying Attention to the Details Matter
Ernest makes the case for why the difference between a truly great business and a “pretty good” business usually lies in the details.
Media Appearances
Barry Schwartz on BNN – How to properly assess market volatility
Barry says a number of clients have told him the stock market is too volatile. In fact, he says volatility has actually declined over the past decade and investors are confusing price changes with the percent changes.
Barry Schwartz on BNN – Air Canada CEO speaks out on ‘serious disruption’ from 737 Max groundings
Air Canada CEO Calin Rovinescu is speaking out again on the ripple effects that the 737 Max groundings are having on the airline. BNN Bloomberg’s Paige Ellis discusses the details with Barry.
Barry Schwartz on BNN – The Big Three: Air Canada CEO speaks out on 737 Max jets; Canfor agrees to go private; Alphabet hurt by cloud
Barry breaks down the top stories with BNN Bloomberg's Paul Bagnell.
Outlook
Global Climate Change: Threats and Opportunities.
I have often told our clients that the best thing about my job is that I get to think about a very wide range of problems, challenges and opportunities that could affect the economy, and their investments. Obviously climate [...]
Two Things that Keep Me Awake at Night
The old cliché that markets climb a wall of worry is as true today is it ever has been but, are we too worried? In this quarter end newsletter, David talks about what's causing him to lose sleep and suggests that a little bit of worry is not necessarily a bad thing.
The Recession Obsession
David explains the "inverted yield curve" and that, despite this, it's not time to panic and we remain in business as usual mode.
Wealth Management
What is the best way to maximize the effectiveness of your RESP?
Benjamin explains how to maximize the long-term benefit from your RESP through the timing of your contributions.
Income Splitting: How Much Does It Matter?
Pension splitting is one of the most powerful tools available to Canadian couples to reduce their tax burden in retirement and leave them with more money with which to accomplish their retirement goals.
How Much is Enough? Part 4: Show Me the Money
In the last of his 4 part series on planning for retirement, Benjamin Klein examines what kind of returns a person can expect on their investments, and concludes with an example based on the process discussed.