We describe some of the easiest and most common ways for families to re-distribute income as a way to lower their overall tax bill.
Resilient Building Blocks
2021-09-24, Canadian Small Cap Team
There will always be something to worry about. Owning the right companies while managing valuation and balance sheet risks will dictate performance over time.
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The Power Of Consumer Brands
2021-09-17, Richard Fortin, CFA
Although brands are intangible and often difficult to value, their benefits are real and measurable, and can often result in meaningful value creation.
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On Corkscrew Thinking
2021-08-13, Diana Chaw, CFA
Applying Sir Winston Churchill’s concept of “corkscrew thinkers” – people who were unafraid to think and act differently than others – to investing.
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Delaying CPP Increases Wealth And Improves Security
2021-08-10, Jason Reed, CFA
Learn how delaying CPP may improve retirement income security. Here is the information to consider.
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When Small Thinks Big: Introducing The QV Global Small Cap Fund
2021-06-25, Derek Nichol, CFA
The new strategy provides additional diversification while harnessing the same investment approach employed across all existing mandates.