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 – November 2022

By |December 5th, 2022|

“Titan” by Ron Chernow is a titanic book about John D. Rockefeller, the richest man in the world 100 year ago. David recently waded through the 800 pages and found that it painted a terrific portrait of a very unusual man, and a very unusual period in American history. He found that there are lots of lessons to be learned from his life, and many of them seem particularly relevant right now.

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Wealth Management

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 – January 27, 2023

By |January 27th, 2023|

In this week’s Long Term Investing Podcast, Barry & Ernest discuss whether the stock market rally in 2023 will continue, the importance of factors in portfolio management, and lessons from Netflix’s stock price performance.

Podcast – January 13, 2023

By |January 13th, 2023|

In this week’s Long Term Investing Podcast, Barry & Ernest discuss their outlook for 2023, whether ChatGPT is a risk to Google, and make sense of the Brookfield Asset Management spinoff.

Podcast – December 9, 2022

By |December 9th, 2022|

In this week’s Long Term Investing Podcast, Barry & Ernest discuss lessons from Mark Leonard and Constellation Software, as well as Restaurant Brands’ appointment of Patrick Doyle as Executive Chairman.

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