Author: Robin Muir

Dynamic Portfolio Manager Brexit Commentaires

Reprinted with permission from Dynamic Funds In what is described as a historic and generational event, the U.K. has voted to leave the European Union. It becomes the first major country to decide to leave the bloc. As the geopolitical and economic impacts unfold, global financial markets have already reacted. Our portfolio managers provide their… Read more »

UK European Union Referendum

BMO Market Update – The views and opinions expressed herein are those of the Portfolio Manager, and Mr. Serge G Pepin, and do not necessarily reflect those of BMO Investments Inc The upcoming UK referendum on staying in or leaving the European Union after 43 years of membership has the full attention of the financial markets… Read more »

VPI Canadian Equity Newsletter (May 2016)

Please click on the link below that will take you to the VPI Canadian Equity Pool Newsletter for May 2016. VPI Canadian Equity Newsletter (My 2016) ·    What You Own –  TD Bank – TD Bank is a dominant bank ·    What You Don’t Own – LendingClub – A perceived threat to traditional banking ·    Dividends… Read more »

VPI Canadian Equity Pool Newsletter

Please click on the link below that will take you to the VPI Canadian Equity Pool Newsletter for March 2016. VPI Canadian Equity Newsletter  What You Own –  CIBC  What You Don’t Own – AutoCanada  Don’t Own The Index, Own Great Businesses      

Be careful if it sounds to good to be true!

Many seniors in our community have been affected by advisors promoting investments that appear to have unreasonable returns.  In most cases these are high risk investments and speculative in nature, not appropriate for most investors, let alone senior clients,  in our opinion.  Here is another example of a local advisor peddling these type of investments… Read more »

Speedway Motorsports Inc. – VPI Site Visit

  In an effort to continue our due diligence and dig deeper into the holdings we use in client portfolios; we actually like to get to know the high quality companies we invest assets in for our clients. We scrutinize the investments that the asset managers select in the investment pools, ensuring our interests are… Read more »

2016 Federal Budget

By: Jamie Golombek, CPA,CA,CFP,CLU,TEP| March 22,2016 Reposted with permission Renaissance Investments   The March 22, 2016 federal budget (“Budget 2016”) included a number of tax measures that will impact Canadian taxpayers. This report, which was prepared from within the budget lock-up in Ottawa, will focus on the tax measures that are of most interest to individuals… Read more »

House Over $500,000? New Downpayment rules in February

  Reprinted with permission:  Hein Moes Mortgage Consultant 250.480.0646 website: http://www.heinmoesmortgages.com/  – Invis Canada’s Mortgage Experts On February 15, 2016, minimum downpayment rules are changing in Canada – for homes worth more than $500,000. The change is straightforward: for any portion of the house price over $500,000, buyers will need to provide 10% downpayment for… Read more »

Spotlight on Business – Nest eggs endure at Hatch & Muir

The following post is courtesy of Brian Kieran at www.betterthan50.com More than 75 per cent of Hatch & Muir clients are 55 and older. Senior partner Robin Muir, a 30-year financial management veteran, says there’s a reason for that. “These folks know we’re going to be there for them with continuity and a personalized approach to managing their… Read more »