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Portfolio Insurance

2020-02-07, Jason Reed

This QV Update examines portfolio risks through the lens of insurance.

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Founding Principles

2019-11-15, Vanessa McNabb

Quality and Value. These principles define our investment process, helping us generate attractive risk-adjusted returns for our clients over the long term.

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The Four Most Dangerous Words

2019-07-26, Clement Chiang

Historically when the market fully believes in these four words, the next chapter has been a painful experience.

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Turning Blue

2019-04-26, Clement Chiang

Last week’s Alberta provincial election saw the United Conservative Party (UCP) winning by majority vote with 63 legislative seats, leaving the NDP with 24.

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Retirement Savings Vehicles

2019-02-22, Jason Reed

Explore the similarities and important differences between RRSPs and TFSAs from a tax planning perspective.

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Risk Taking, Past Cycles … And A Silver lining

2018-07-06, Joe Jugovic

Perversely, investors’ propensity to take on risk seems to increase the longer a cycle lasts and the higher past returns have been.

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