Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

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

Debunking Canadian Dividends for Taxable Investors

By Ben Felix · March 19, 2018 - 0 comments

Canadian eligible dividends are tax efficient for taxable Canadian investors. This is one of the reasons that the mystical dividend investing strategy continues to have a cult-like following. As attractive as the tax rates on dividends are, dividends do still produce taxable income. A Canadian-dividend-focused strategy will have most of its return coming from dividends. 

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Not All Index Funds Are Created Equal

By Ben Felix · March 16, 2018 - 0 comments

Do you remember the tech craze of the 1990s, when it seemed as if every start-up was a sure bet? A few of them, like eBay, are still with us today. But hindsight has made it crystal clear that not every e-flash in the pan was built to last. Investors who loaded their life’s savings into the run-up learned this lesson the hard way.

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Newsflash: Market Gurus Are Guessing

By Ben Felix · March 2, 2018 - 0 comments

It doesn’t take an expert to tell you the flip of a fair coin gives you 50/50 odds, heads or tails. What if I told you most market gurus fare even worse than a coin flip when it comes to making accurate financial forecasts? Would you continue to pay attention to their “expert” calls? 

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Should you buy bitcoin?

By Ben Felix · February 16, 2018 - 0 comments

Remember that bridge your mother warned you about – the one everyone else was jumping off of? If you ask me, it’s an adage worth its weight in gold, especially as it applies to the current bitcoin craze. 

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OMG, what is bitcoin?

By Ben Felix · February 2, 2018 - 0 comments

Do you remember the first time someone used “text” as a verb, as in: “Why don’t you text me?” It’s amazing how recently that was, and yet how rapidly it’s gone global. 

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