Search Results for :

Understanding the Roles of Financial Professionals in Canada: Wealth Managers, Portfolio Managers, and Investment Advisors

In the Canadian financial landscape, the scene is dotted with professionals bearing titles like investment management, estate planning, tax advice, and sometimes even legal assistance. They are ideal for clients…

Wealth Managers: Navigating the Full Scope of Your Financial Life

Navigating the myriad of financial decisions in your life can be daunting, whether contemplating the benefits of leasing a car, buying a home or an investment property, tax and estate…

Fiduciaries vs. Brokers: Choosing the Right Investment Manager

Choosing an investment manager in Canada who is a fiduciary is a wise decision for several reasons, particularly when compared to brokers. Why? Brokers are not held to the same…

What is Volatility Laundering?

Mutual fund managers seeking to compete with private equity and interval funds to attract investments, is what is often referred to as "volatility laundering." What is volatility laundering? Volatility laundering…

What Is a Tail Hedge Strategy?

By definition, a tail hedge strategy is designed to protect investors and their portfolio from the risk of a significant stock market crash. What is a “tail” event? A “tail”…

Things to consider while choosing portfolio management services

Our financial savings are one of our most prized possessions. It represents all of the years of hard work we put in and our commitment to a secure financial future. It’s how we maintain our desired lifestyle and the means to which we can take care of ourselves and our families.

The Inflation Debate – Avenue Investment Management

It may or may not surprise you to know that 20% of all US dollars in existence, all time, were printed last year. Amidst a global pandemic, monetary and fiscal policymakers worldwide were hitting the gas pedal. With that, one worry has crept back into our vocabulary lately after years of being a tailwind – inflation.

What is a fiduciary duty & why does it matter to investors?

Trust, transparency and financial expertise are just a few important qualities an investor should look for when searching for the right individual to manage their wealth. In today’s marketplace, there is a significant difference among financial professionals that many investors are not aware of. There are those who have a fiduciary responsibility and those who do not.

2020 in Newspaper Headlines

In reviewing our newspaper collection of the past year, we wanted to share a few front-page headlines that have stood out to us. These pages illustrate a story of the global stock market in 2020: beginning, middle, and end.

March 2020 Note to Clients

Given what last year brought to investors, we thought it would be worthwhile to highlight the note that we sent out to clients at the depths of the financial panic last March. Although it did not feel good at the time, we knew that the market environment in March was presenting us a great opportunity.

The economy is doing so poorly, so why are financial markets going up?

Over the course of 2020, the global economy has been forced to move through the throes of the COVID-19 pandemic. Combined with fears of a contested U.S. presidential election, social justice unrest worldwide and a new work-from-home environment, investor behaviour and the economy at large has been impacted in more ways than one.

Q1/ Frequently Asked Questions

We have been getting lots of questions about how our investments are faring in the face of this historic market decline. We have attempted to lay out our comments in a question and answer format.