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Shopping for bonds: a tale of two markets

If you’re the kind of investor that doesn’t buy and sell individual bonds because you prefer to own bond mutual funds or exchange-traded funds (ETFs), then you can ignore this article and move on. Read more…

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Canadian investors: cross your fingers!

When it comes to your investments, do you think your advisor and their employer should be required to act in your best interests when they give you advice? Read more…

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Opinion: Another two cents on robo-advisors

In my 31 years working as an advisor, I have witnessed some pretty amazing changes in the investment landscape. But one thing that hasn’t changed is the constant din from investment and media pundits about how every new technological advance is going to be the death of advisors and investing, as we know it. (Not!) Read more…

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Switching preferred shares: Black Diamond runs for the Experienced Investors only

So, in keeping with our comparison of investing with skiing and the need to check out the signposts before you leap, this time round we’re going to talk about the Black Diamond runs of selling one deeply discounted/over sold preferred share to buy another. Read more…

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Buying over-sold rate-reset preferred shares in today’s market

Becoming a better, stronger skier has a lot in common with becoming a better, stronger investor. For both tasks you need to 1) know the basics 2) understand the conditions and the landscape 3) assess (honestly!) your own skill level and appetite for risk 4) want to improve (learn new and more advanced techniques and try more challenging runs/investments!) And for investors that want to venture off the preferred share Bunny Runs (like the ones we discussed in our last article), the next step in becoming a better, stronger investor would be to shop around for cheap, rate-reset preferred shares. Read more…

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Wouldn't it be great if investments came with a rating like a ski run?

Just imagine! Then you’d know what you’d be getting yourself into with just a quick glance! You’d know if you’re going to be somewhat comfortable, or on the other hand, way in over your head! Wouldn’t that be handy? So, let’s borrow from the ski resorts and use their rating system to talk about a few preferred share investment opportunities. Read more…

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How to buy preferred shares: 5 simple rules

Last month, two of our sample investment portfolio’s had their TD Bank preferred shares redeemed by the bank and so I was forced to look for a suitable replacement. In the end, I added a preferred share issued by Canadian Utilities Ltd. Read more…

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Investing: the art of great story telling

Sad to say but most investors probably accept their investment advisors’ advice like good little preschoolers at circle time. They listen and nod wide-eyed to what seems like a logical and methodical approach (and maybe even a bit scientific!) to buying and selling investments. Read more…

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A Christmas Letter

Years ago a client and very good friend sent me a Christmas letter that so moved me that I pinned it up in my office and to this day I read it almost weekly. It's words help to remind me of the things that are important to me and my family. I hope you find similar inspiration in it's words. (Thanks, Dave S. and Merry Christmas) Read more…

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Are YOU Ready for the Holiday Spending Season?

There’s no doubt about it - this is one of the most expensive times of year! From gifts under the tree and a huge meal on the table (not to mention logging some serious miles on the road to visit Grandma), the average Canadian can expect to shell out big bucks to afford the holiday season. Read more…

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