Client Lounge

Keeping You Informed

Well-Advised Newsletter – Spring 2021

Almost exactly one year ago, we sat at the start of the pandemic. Many of us clung to the hope that shutdowns would.. Read More →

A New Season – What Opportunities are Driving Renewed Investor Optimism?

Portfolio Construction – March 2021 Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, CAIA, Vice-President and Portfolio Manager, CI.. Read More →
2017 June - CE & DD

- August 11, 2020

What a fantastic day on the course, in support of the @ymcanorthbay !
h J R

- February 24, 2020

A great read: Are RRSPs really worth it? The answer may surprise you!
h J R

- January 27, 2020

EdgePoint has a posted a fantastic video explaining their investment approach...we suggest you check it out!
h J R