Understanding how to evaluate your portfolio and make informed decisions requires access to the right tools. Below, we highlight the top 10 reports that our clients rely on, from evaluating manager performance to understanding asset allocations. Each report provides critical insights into different aspects of investment strategy and risk management.
If you regularly report to SHARE Canada, you’re familiar with their specific requirements for a detailed list of holdings, including security ISINs and quantities. This post describes how we leverage Addepar to create customized reports tailored to investors with shareholder advocates. Manually pulling this data together is not only time-consuming, but it also introduces room for error. Thankfully, with Addepar,...
How Much Cash Should Be in Your Portfolio? If I told you your portfolio grew from $40 million to $140 million over the past decade, you might immediately feel a sense of satisfaction. After all, that's remarkable growth by any measure. But what if I told you that if you had simply used an ETF on a broad market index, like...
Investing is often perceived as complex, but the truth is, a few simple principles will set you on a path toward financial freedom. Whether you're just starting out or looking to refine your strategy, these five key investing principles will guide you to make smart, sustainable decisions.
What constitutes a "good" rate of return can be elusive and highly subjective, varying significantly from one investor to another based on their individual financial goals, risk tolerance, and investment horizon. However, the concept of rate of return is pivotal in understanding how investments grow over time and how different strategies yield different outcomes. This post examines how risk and...
What does a family office do? Great question! As a personal CFO, our family office is focused on reducing the administrative burden of wealth, so that our clients can focus on more important parts of their life. Whether this is their family, friends, health, spirituality, or philanthropy. We act as their personal CFO, providing comprehensive financial oversight and freeing clients from...
There are many good reasons to invest in farmland. The global population is growing and becoming wealthier. This in turn leads to more (and improved) food consumption. The supply of farmland is also restricted. “We can print money, but we can’t print dirt”. Farmland investors should also consider the way farmland provides an inflation hedge. Both because the supply of farmland...
Canada's Underused Housing Tax (“UHT”) is a new measure that was introduced by the federal government in 2021. Under the UHT, owners of such properties may be subject to an additional tax of up to 1% of the property's assessed value. The goal of this tax is to encourage owners to make better use of their properties and to increase...
Are you considering investing in companies that are working towards a cleaner, more sustainable future? If so, you may be interested in Engine No. 1's Transform Climate ETF (NETZ) and Transform 500 ETF (VOTE). NETZ invests in companies that will benefit from and drive the shift to clean energy, while VOTE aims to use the power of shareholder activism...
Interest rates have risen over the course of 2022. At the time of writing, Canadian investors can easily find High Interest Savings Accounts (“HISAs”) paying more than 4%. This might sound pretty good to investors sitting on lots of cash. But, don’t be fooled. Anytime you’re parking your capital in a bank deposit (or any other nearly risk-free investment), your capital...
