Personal Wealth

Everything You Need to Know About RESPs

Your child’s post-secondary education might be decades away, but planning ahead can make that expensive time in your lives much less stressful. One of the major ways to do that is through the Registered Education Savings Plan (RESP), which offers up to $7,200 in incentives for you to save for your child’s education over the long term.

Starting Out
Young Men Board Presenting Stats Graph

What’s a Normal Stock Return?

Here’s are two trick questions: Are you normal? Am I normal? Common sense tells us it’s impossible to answer either without also asking: Compared to what? For example, check out this image of the Passmore & Felix team on our newly updated website.

Market Research
Blowing Bubbles Street Performance vitaliy paykov on unsplash

Do ETFs Cause Market Bubbles?

One of the biggest myths about passive investing is that ETFs and indexing will cause stock market bubbles. The thinking is simplistic: since index funds have to buy all companies in the stock market, they have to blindly buy stocks whose prices have gone up, right? This makes stock market bubbles worse, right?

Market Research
Solar Panel Solar Farm by zbynek burival on unsplash

How rigorous is ESG research?

In my previous blog post, I talked about Environmental, Social and Governance (ESG) investing, why investors are interested and the different ways to implement it in your portfolio. This naturally raises the next question: how rigorous is the ESG research and does it actually differentiate and reward good from bad behavior?

Featured Contributors

  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Susan Daley

    CFA, CFP, Associate Portfolio Manager
  • Benjamin Felix

    MBA, CFA, CFP, Associate Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Peter Forsyth

    Emeritus Professor
  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Anthony Layton

    MBA, CIM, CEO, Portfolio Manager
  • Jennifer Vachon

    CCO, Chief Compliance Officer
  • Dan Bortolotti

    CFP, CIM, Associate Portfolio Manager
  • Graham Westmacott

    CFA, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Dan Solin

    The New York Times' best-selling author of the Smartest series of books
  • Mark Sutcliffe

    Writer, Broadcaster, PWL client and advocate
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
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