Author: Robin Muir

Ten Great Reasons to use a Mortgage Broker

Courtesy of Hein Moes, Mortgage Consultant, Invis For many Canadians, mortgage payments are their single biggest expense. Yet most don’t comparison shop to ensure they’re getting the best mortgage rate and terms available, which can cost tens of thousands of dollars over their mortgage years. Don’t make the same mistake! Here are 10 reasons why… Read more »

A Small Company with Big Ideas

Re-posted with permission – Winnipeg Free Press, Value Partners Investments When Value Partners Investments (VPI) opened for business nearly 10 years ago, it didn’t have a single client or any revenue — but it did have some big ideas.  Today, the Winnipeg-based investment company manages about $1.6 billion in assets for investors and has positioned itself… Read more »

Dividend History Charts

Reposted with permission from Value Partners Investments Although stock prices may vary due to external factors beyond the control of management, excellent quality companies continue to reward their shareholders with increased dividends and long term capital appreciation.  These charts, from Value Partners,  illustrate the historical stock appreciation and dividend increases over the last 10 years… Read more »

Opportunities in Volatility

Reprinted with permission from Value Partners Investments We believe it is indisputable that the most certain way to build wealth is through ownership of great businesses acquired at a conservative estimate of their intrinsic value.  The wealthiest people in every country and every community are living proof of that truth.  Our job is to act… Read more »

Equity Markets Take on a More Positive Tone

Report prepared by Chris Blake, CFA Posted with permission TD Wealth After six consecutive days of trading down and losing a total of 10.7% off the Dow Jones Industrial Average (Dow), 11.2% off the S&P 500 Index (S&P 500), and 8.6% off the S&P/TSX Composite Index (S&P/TSX), markets were firmly in the green at the… Read more »

The Importance of Patience and Time

Views from the Equity Income Team Jason Gibbs, Vice President & Portfolio Manager Reprinted with permission from Dynamic Funds   There was a quote in the Wall Street Journal recently that really caught my eye. It was from a wealth management executive who said a financial advisor’s role “is kind of like becoming a psychologist.” So… Read more »

Hey Equities…“Yuan-na” go for a ride?

BMO Global Asset Management – Market Commentary Reposted with permission BMO It was a tough week for global equities, with the MSCI World Index (local currencies) falling 7.2% following the three days of yuan devaluation which saw a roughly 3% weakening of the Chinese currency vs the U.S. dollar. This was taken as a double… Read more »

Indiscriminate selling continues to hit markets

Report prepared by Robert Marck, CFA, MBA, CPA, CMA Posted with permission TD Wealth North American equity markets plunged at the open by more than 2% as the selloff on Bay Street and Wall Street continued from last week. Concerns over China’s growth slowing and a potential global slowdown continued to weigh on markets. Earlier… Read more »

Donate life insurance, save tax

BY David Wm. Brown May 2, 2014 If you’ve been giving less to charity recently, you’re part of a trend. Statistics Canada reports Canadian charitable donations fell 1.9% to $8.3 billion in 2012. And the number of Canadians giving in 2012 slipped 1.4% to 5.6 million. But there are reasons to give. Charitable aspirations can be tax-efficient. And,… Read more »

Insure your stay-at-home spouse

BY Golda Brown July 4, 2014 Insuring your stay-at-home spouse can seem like a waste of money because he or she doesn’t earn a paycheque that would be lost if tragedy struck. Yet, if they died, you would be left scrambling to cover funeral and other costs during a time of grieving. Your stay-at-home spouse… Read more »