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Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA

Associate Portfolio Manager
Contact
  • T613.237.5544 x 313
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

The Bank May Not Be Your Best Bet For Investing

By Ben Felix · March 24, 2017 - 0 comments

The big Canadian banks have come under fire recently for their aggressive tactics and, in some cases, claims of unlawful behaviour by stressed employees chasing sales targets. Most of the media attention has focused on customers being pushed to increase credit limits and overdraft protection, or apply for a more expensive credit card. But there is another product that banks have been aggressively selling for years while only attracting a bit of attention: High-fee mutual funds.

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Smart investment decisions are simpler than you think

By Ben Felix · February 13, 2017 - 0 comments

Do you ever wonder what it’s like to be a smart investor? Chances are that you do; most Canadians own investments that underperform the market. If a financial advisor says that they know when to buy gold, they may be perceived as smart, and their clients will likely listen to them. The ability to predict is associated with investing intelligence. This approach to investing is known as active management – figuring out which stocks or assets will do well, or knowing when to get in and out of the market. As intelligent as it may seem, there is no evidence to support its efficacy.

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2016 Portfolio Returns

By Ben Felix · January 12, 2017 - 0 comments

The beginning of 2016 had most people thinking that we were in for a rough one. There were some negative months to start things off, and a few more throughout the year, but all things considered 2016 was a great year to be in the market. That is not the story that you may have heard from the media, who were warning us to sell everything back in January.

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The perfect investment strategy

By Ben Felix · January 6, 2017 - 0 comments

Academia points to some ways of investing that are likely to have better outcomes than others. The idea that value stocks will outperform growth stocks over the long-term is generally accepted by researchers and practitioners. The same is true for small stocks outperforming large stocks.

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It’s not your fund manager, it’s you.

By Ben Felix · January 5, 2017 - 0 comments

Actively managed investment strategies are not inherently bad, they just introduce a different kind of risk to the investment experience. A well-diversified passive investor chooses to own the market as a whole, taking on market risk.

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