Category: Investment counselling & the client experience
Anne Maggisano

Women of Burgundy: Making an Impact

  When the Women of Burgundy initiative was launched in the spring of 2014, our mission was clear: to inspire women to make investing a priority. We theorized that by hosting a series of events – keynote speaker events, book … Read More →

Evan Delaney

Hope in Adversity & Caution in Prosperity

Quality-value investors are hopeful in the face of adversity and cautious in times of prosperity. We look to buy high-quality securities that have been unjustly beaten down by the market due to some short-term affliction, with conviction that the value … Read More →

Anne Maggisano

How to Think about your Portfolio in Volatile Times

The summer of 2015 is ending with a bang not a whimper. Starting with the China Crash in early July, we are now entering the fifth day of sustained volatility in global equity markets. Market volatility of the sort we … Read More →

Kyle Coatsworth

How Do You Feel about Volatility?

This is a critical question to answer when you sit down with your Investment Counsellor to construct an appropriate asset allocation for your portfolio. It is also a timely question in the current capital market environment where stock prices have … Read More →