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Our Insights, Blogs
& Publications

Emotions of Investing Thumbnail

Emotions of Investing

In this discussion, Joe unpacks why investing is never just about numbers, its about how emotions drive both human behaviour and why recognizing those feelings is key to making sound investment decisions.

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The Psychology of a Dip Thumbnail

The Psychology of a Dip

In this edition of Friday5, Richard walks us through the most common mental traps investors fall into during market downturns, and how being aware of them can make all the difference.

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Finding Calm in the Chaos Thumbnail

Finding Calm in the Chaos

In times of market turbulence, it's crucial for investors to maintain a level head and avoid making rash decisions. Here are three effective ways that we use to help manage your portfolio during chaotic periods without resorting to panic selling.

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Tax Season Survival Guide Thumbnail

Tax Season Survival Guide

In this edition of Friday5 Nicole Chamberlain, a tax professional, owning and operating Organic Financial Services (formerly NC Tax Services), shares with us how to make tax season less stressful by giving us tips how to make filing easier and common missed tax savings opportunities.

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Navigating the Seas of the Fixed Income Market Thumbnail

Navigating the Seas of the Fixed Income Market

In this edition of Friday5, we are pleased to welcome Domenic Bellissimo, Vice President & Portfolio Manager with Dynamic Funds. Domenic shares his knowledge of the fixed income market, giving us an understanding of how it differentiates from equity, and a broader understanding of the market and it’s outlook.

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Client Letter Q4 2024 Thumbnail

Client Letter Q4 2024

The year 2024 was a remarkable period for equity investors, with exciting technological advancements, welcomed interest rate cuts, and resilient consumer spending. As we look back, several key trends and events stand out that shaped the global investment environment.

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Year End Tax Tidy-Up Thumbnail

Year End Tax Tidy-Up

In this edition of Friday5, we are excited to be joined once again by Wilmont George, Vice President and Head of Tax, Retirement and Estate Planning with CI Global Asset Management. Wilmont shares his valuable insights on year-end tax strategies and key considerations for investors as the year comes to a close.

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