Resources
We hope that our written communication will give you a deeper understanding of various investment-related topics as well as our approach to the investment process. In addition to our client-only letters, we have also written, been quoted, or collaborated in articles for a number of prominent media publications including the Financial Post, Globe and Mail, Edmonton Journal, Vancouver Sun, CGA Magazine, Investment Executive and the Okanagan Business Journal. Below is a selection of our most popular articles.
Financial Post
- Portfolio Facelift: Too much of a good thing
- Portfolio Facelift: Nearing the finish line
- Portfolio Facelift: A clean slate
- Portfolio Facelift: Master planners?
- The Jensens want a bigger house and a bigger family…
- Portfolio Facelift: Recovering Balance. Suzanne placed a wager on high-risk investments…
Globe and Mail
Okanagan Business Journal
- Asset Allocation
- Back to Basics Series: Bonds (part 1 of 2)
- Back to Basics Series: Bonds (part 2 of 2)
- On Track with Investor and Advisor Interests
- Mental Accounting
- Classifying Mutual Funds
- Think Real Return
- Beat Deferred Sales Charges
IMPORTANT LINKS
News, Stock Quotes and Company Information
- Globe & Mail
- Financial Post
- Bloomberg
- Yahoo! Finance Canada
- Yahoo! Finance USA
- SEDAR – Canadian Security Filings
- US Securities and Exchange Commission
Canadian Tax Information
Regulators and Associations
- British Columbia Securities Commission
- Ontario Securities Commission
- Alberta Securities Commission
- CFA Institute