In the News
CRYPTOCURRENCY and the Current Investment Landscape – Mark Rotstein EQ Partners Inc., January 26, 2018
We sit on your side of the table – My Business Magazine, March 8, 2017
What the wealthy want from their Advisors – Investment Executive, December 3, 2015
Problems with trailer fees highlighted by new study – Globe & Mail, October 22, 2015
Want better portfolio performance? Cut your fees – National Post, September 28. 2015
Memo from Howard Marks – Oaktree Investment Management, June 17, 2015
Projected Investment Returns: Why These Guidelines are Golden – Globe & Mail, May 22, 2015
What Do Gundlach and Goldman Really Think of Advisors? – Think Advisor, April 28, 2015
Unfinished Business: It’s Time to End Embedded Commissions – Globe & Mail, August 29, 2014
Robo-advice Service Targets Young Investorts: Roseman – Toronto Star, May 8, 2014
The Financial Conversation, Psychology Today, May 1, 2014
Five Reasons Investments Should Be Treated Like Houses – Financial Post, April 26, 2014
Active Mutual Fund Managers Take Another Beating – Financial Post, October 11, 2013
Canadians confused over what they pay for investment advice – Financial Post, September 4, 2013
15 Tycoons Who Won’t Leave their Fortunes to their Kids – Business Insider, August 20, 2013
Excessive Fees and Investment Mismanagement Will Destroy Retirement Dreams – Fortrus Financial. August 7, 2013
10 Ways to Stay Broke Forever – Globe and Mail, June 5, 2013
Calling out the ETF Fence Sitters – Financial Post, May 24, 2013
Four Reasons the Mutual Fund Industry Should Worry, Toronto Star, May 11, 2013
Mutual Funds: Would we buy them if we knew the costs? – National Post, April 25, 2013
The Two Percent Solution? – FAIR Canada, April 18, 2013
FAIR Canada Urges Reform of Mutual Fund Fee Structure – FAIR Canada, April 15, 2013
DeCloet: Stop Paying Outrageous Mutual Fund Fees – National Post, March 28, 2013
The 23 Best Things Warren Buffet Ever Said About Investing – Business Insider, March 2, 2013
Multi-Family Offices Offer New Way to Help Manage Wealth – National Post, February 11, 2013
Family Inc. – Wall Street Journal, February 10, 2013
10 Tips For Educating The Next Generation – Family Office Exchange
The Price of Bad Bookkeeping – The New York Times, January 30 2013
66 Time Management Tips to Help You Survive Busy Season – accountingWeb.com, January 25 2013
Why you should make estate planning a priority in 2013 – The Financial Post, January 2 2013
When private school for your kids is tax deductible – The Financial Post, September 8, 2012
