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 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
• Portfolio Facelift: Couple must raise cash now, buy EFTs later
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