Anthony Layton MBA, CIM

Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
  • T514.875.7566 x 224
  • 1.800.875.7566
  • F514.875.9611
  • Place Alexis Nihon
  • 3400 de Maisonneuve Ouest,
    Suite 1501
  • Montreal, Quebec H3Z 3B8

Tony’s Take: No free lunch

By Anthony Layton · May 18, 2018 - 0 comments

They say there’s no free lunch in life. But for some Canadian investment advisors, there’s not only been free lunches, but free golf trips, free tickets to sports events and concerts by the likes of Madonna, Paul McCartney and Justin Bieber, and other pricey gifts.

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How Does Socially Responsible Investing Work?

By Peter Guay · May 15, 2018 - 0 comments

Socially Responsible Investing or SRI has been growing in popularity in recent years and it’s easy to see why. You get to invest your money, build wealth, and do good by aligning your investments with your personal values. But what exactly is Socially Responsible Investing and how can you be sure that you’re investing in an ethical way? 

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Tony’s Take: Overcharged

By Anthony Layton · May 4, 2018 - 0 comments

How would you feel if you were charged thousands of dollars for advice you never received?  Well, that is exactly what’s been happening to clients of discount brokers who bought mutual funds carrying commissions normally paid to financial advisors. The clients paid, but they didn’t get any advice—discount brokers aren’t allowed to provide investment advice.

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2018 Rules for Split Income

By Peter Guay · May 1, 2018 - 0 comments

I’ve talked about income splitting through a corporation before in this series, but things have changed! Last December, the Federal Minister of Finance, Bill Morneau, revealed some new rules and in this video, I want to discuss if and how the new changes could affect you, your family, your business and of course, your taxes.

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