Take the Long View: Coronavirus – The Investor’s Perspective Q1 | March 2020

Creating balanced client communications; investing in emerging markets... and more.

Quarter 1 | March 2019 | March 2020

From the Editor: The End Game

Dianne C. White, CPA, CA, CFP, TEP, Drastic times call for drastic measures, as we currently try to flatten the curve of COVID-19 cases in hopes of alleviating the future strain on

Read More

Take the Long View: Coronavirus – The Investor’s Perspective

Fergus W. Gould, CFA, The novel Coronavirus has swept through China and spread to other countries.(1) How this will all play out is unclear. What is the mortality rate?

Read More

A Tax Plan for All Seasons

Brad Weber CPA, CA, CFP, As we move further into 2020, you’ll notice your annual T-slips have been arriving in the mail, RRSP contribution advertisements have been everywhere

Read More

Nexus 2020… and Beyond!

Nicole M. Weiss, Late last year, we unveiled a preview of our new logo as a “teaser” for what’s to come in 2020. Behind the scenes, we’re preparing a new look for our

Read More

China’s Larger Role in the World; Immortality in a Test Tube

Devin M. Crago CFA, Reading is one of the principal occupations in our profession. As we digest a wide range of material, interesting ideas and surprising facts – some

Read More