Fill in the blanks of your investment wisdom

by In the Media on March 10, 2014

News from, Saturday, March 8, 2014, JOHN HEINZL ‘There are two times in a man’s life when he should not speculate,” Mark Twain said. “When he can’t afford it and when he can.” There’s wisdom in Twain’s wit. Many people don’t understand the difference between speculating and investing. They get burned chasing quick […]


Tune up client portfolios

by In the Media on February 22, 2014

Dean DiSpalatro, Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.


Synopsis of Trends and Outlook for 2014

by Bev Moir on January 10, 2014

We hope you had a wonderful holiday season with family and friends and we wish you a healthy, happy and prosperous 2014! Our ScotiaMcLeod Portfolio Advisory Group has analyzed the macro trends and here is a synopsis of their top predictions for 2014!


The recent market volatility we’ve been experiencing over the past several weeks has led me to write this. We have had more than the usual number of calls and questions and we felt this might be helpful. U.S. monetary policy related to the tapering of stimulus to the economy has been getting much media attention. […]


The Value of Financial Advice

by In the Media on May 13, 2013

From the 2012 Directors’ Report to Shareholders, Power Corporation of Canada Most people who invest know and appreciate the benefits of working with a financial advisor. In repeated surveys since 2006, the Investment Funds Institute of Canada has found approximately 85 per cent of mutual fund investors prefer to invest through an advisor, and rate […]


Dow Jones Industrial Average 1900-Present

by Bev Moir on September 18, 2012

Dow Jones Industrial Average 1900-Present, Log Scale Monthly Providing over 100 years of stock market history, the above chart (click to enlarge) illustrates the amazing consistency of market ups – bull markets – and downs – consolidations and bear markets. Currently we’re in a period of consolidation that began in 2000 and likely will extend […]


On Monday, January 10, 2011, Scotia Capital Portfolio Strategist Vincent Delisle gave a special “Squawk Box” presentation of his outlook for 2011. Attached is a video link that will allow you to view the full presentation. After clicking on the link below, you will be requested to register by clicking the “Login” tab. Simply enter […]


About 73% of Canadians in the Scotiabank survey said the recession hadn’t affected retirement plans. The number of Canadians who don’t fully plan to retire has dropped by half to 5% in 2009 from 10% in 2008, it found. “To achieve their retirement goals, Canadian investors need to ensure they have a balanced portfolio,” said […]


10 Themes for 2010

by Bev Moir on January 12, 2010

A Quick Recap of our 2009 Strategy Although global markets were falling into the abyss a year ago, we adopted a glass-half-full strategy for 2009, as we felt markets were pricing apocalyptic scenarios. With risk premia near record highs, the equity risk reward outlook was indeed very compelling a year ago. Getting confidence from our […]


Investment Insights

by Bev Moir on September 29, 2009

The Rosedale Branch Fall 2009 Newsletter Inside: Market Outlook Although the global economic news flow continues to improve, the equity market’s reaction was muted in August. Performances ranged from 4 % in the U.S. to 1.7% in Canada to –16% in China. Nonetheless, the S&P 500 is up 11.9% since the start of Q3. Scotia […]