From the blog

Each week, our team publishes a blog and webcast.

Jesse's: Webcast #49: Go Tax Someone Else (3 minutes)

Webcast #49: Go Tax Someone Else (3 minutes)

Webcast #49: Go Tax Someone Else (3 minutes)

Before the end of this calendar year, our firm will have looked at each client’s non-registered account to minimize a future tax bill. If a non-registered account has recorded realized capital gains at any point during 2022, there will be tax consequences next spring. To offset these taxes, we always consider selling securities with unrealized […]

Jesse's: Webcast #48: Start Thinking About China’s Reopening

Webcast #48: Start Thinking About China’s Reopening

Webcast #48: Start Thinking About China’s Reopening

Chatter that China is planning to reopen its economy following 3 years of a zero-COVID policy is welcome news to the market. Beijing eased quarantine requirements for close contacts and international travellers last week, a step towards reopening. In response, China’s yuan currency rallied while the Hong Kong Seng Index jumped 7%. The lockdowns, which […]

Jesse's: Webcast #47: Hudbay Minerals Is Up 50% Since Our July Purchase, But We’re Not Selling (6 minutes)

Jesse's: Webcast #46: The Mechanics of Converting Your RSP Into a RRIF (6 minutes)

Jesse's: October Newsletter to Clients

October Newsletter to Clients

October Newsletter to Clients

DISCLAIMER: The opinions expressed in this publication are for general informational purposes only and are not intended to represent specific advice. The views reflected in this publication are subject to change at any time without notice. Every effort has been made to ensure that the material in this publication is accurate at the time of […]

Jesse's: Webcast #45: CAE Will Fly Higher in 2023 (6 minutes)

Webcast #45: CAE Will Fly Higher in 2023 (6 minutes)

Webcast #45: CAE Will Fly Higher in 2023 (6 minutes)

CAE is a stock we added to suitable client portfolios during the summer. The company expects to grow its earnings per share in the mid-20% range between 2022 and 2025 on a compounded annual rate. CAE has three divisions, two of which cover the overwhelming majority of their profit. First, CAE trains pilots in its […]

Jesse's: Blog: 13% of Canadians Own Crypto Yet Many Don’t Understand It

Jesse's: Webcast #43: Canadian Home Prices (7 minutes)

Webcast #43: Canadian Home Prices (7 minutes)

Webcast #43: Canadian Home Prices (7 minutes)

Because of the “wealth effect”, home prices are important to the economy and, consequently, the stock market. For most people, their home is their largest investment. When your neighbour sells their house for a price above and beyond what you anticipated, you feel richer and are more likely to go on an extra vacation, buy […]

Jesse's: September Newsletter to Clients

September Newsletter to Clients

September Newsletter to Clients

DISCLAIMER: The opinions expressed in this publication are for general informational purposes only and are not intended to represent specific advice. The views reflected in this publication are subject to change at any time without notice. Every effort has been made to ensure that the material in this publication is accurate at the time of […]

Jesse's: Webcast #42: The Loonie Market (5 minutes)

Webcast #42: The Loonie Market (5 minutes)

Webcast #42: The Loonie Market (5 minutes)

If you’re watching the Canadian loonie, I bet you might be hesitant to travel south of the border any time soon. That’s because one loonie buys only $0.72 U.S. right now, down from $0.79 U.S. at the beginning of the year. However, that’s not because our local currency is weak on a global basis. For […]