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Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

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

Does income investing really increase your income?

By Ben Felix · January 5, 2018 - 2 comments

“You’ve got to have money to make money,” or so the saying goes. Maybe that’s one reason loading up on dividend-yielding stocks is so appealing to so many investors. There’s just one problem: Dividend stock investments don’t really work the way most people think they do. 

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Why I prefer to avoid preferred shares (Alternative Investments, Part 2)

By Ben Felix · December 15, 2017 - 0 comments

When you fly, it’s nice to enjoy the perks that come from a preferred status – cushy seats, exclusive lounges, tasty treats … or so I hear. It’s only natural to assume that “preferred shares” would likewise enhance your investment experience. But have they actually delivered as the name suggests? The short answer is: Not so much. Their inherent structure tends to create far more potential risks than expected rewards.

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Should You Currency Hedge Your Portfolio?

By Ben Felix · November 17, 2017 - 0 comments

If you’re worried that currency fluctuations might hurt your returns, then hedging can seem like a pretty good idea. It’s a shame that there is no evidence to back that idea up. Time and again it has been shown that currency hedging does not have a material impact on the long-term risk and return characteristics of an equity portfolio. So – should you hedge? 

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