24 November, 2020 Retirement

10 ways to grow your RRSP

Many Canadians are increasingly relying on their own resources to fund their retirements....

23 October, 2020

Light at the End of the Tunnel

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan examines the catalysts impacting economic recovery and resiliency that the world has shown during the COVID-19 crisis....

01 October, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate....

01 September, 2020 Special Reports and Newsletters

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them. ...

02 August, 2020 Estate planning

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand....

16 July, 2020 Financial Planning

A New Economy is Emerging

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares reasons for the strong market recovery in Q2, and explains that we are witnessing the emergence of new economy....

25 June, 2020

A Long, Slow Economic Recovery: The Good, Bad and Ugly

There is an oft-used expression in our industry that markets go down the elevator and up the stairs. However, this year, one of the sharpest and swiftest market declines in history has been followed by one of the swiftest and sharpest climbs. This is...

17 June, 2020

The Davies Moffat Team shares some insight to help put the recent market volatility in context

We hope that you and your families are managing during these challenging times. To help put the recent market volatility in context, we have recorded a brief message for you. If you have any questions please do not hesitate to reach out to any member...

28 May, 2020

“Pedigree” is for Racing Pigeons, not Investment Managers

Last week, we discussed two elements of due diligence: the importance of going beyond narratives and numbers, and that fund names rarely describe what a fund truly does. This week, we’ll expand this conversation a little further and I’ll highlight a few...

20 May, 2020

The Narratives and Illusions of Investment Management

Over my next few letters, I’ll take you through examples of what to look out for and give you a sense of the types of questions to consider when evaluating potential funds.This week, we look at two themes: Stories and Numbers; and What’s in a Name. After...