Lately, many people have asked how we’re using artificial intelligence (“AI”) behind the scenes. We’ve embraced this new technology where it makes sense, and it has provided a noticeable boost to our operational efficiency. Tasks that used to take us hours can now be completed in a fraction of the time. This frees up our […]
With the market hitting record highs daily, finding compelling new opportunities at attractive entry points has become increasingly challenging. Brookfield Infrastructure (“BIPC”), which hit almost $70 as recently as March, has pulled back just about 25% the last several weeks to $53.34 today. (Disclosure: Clients, Jeff Pollock, and Sunni Schneider have a financial interest in […]
Someone I knew that passed away a few years ago was very organized. She never forgot appointments, always arrived on time, and remembered the names of all her friends’ kids. But, when she passed away, it was discovered by her children that the beneficiary information on her RRIF was unfortunately left blank. Instead of the […]
By: Sunni Schneider In honor of International Women’s Day, we’re sharing insights from our recent webcast designed to help women build long-term wealth and take control of their financial futures. During the webcast, Julie McLaren of bringonfocus.com, Lisa Kennedy, and Sunni Schneider explored the powerful difference an early start can make. We also tackled some […]
By: Sunni Schneider Nuge Schneider would have turned 87 years old today. While he never knew this firm would be created, I am certain he would be proud to know that I am a founding force behind it. I have many fond stories about my dad, but there is one in particular I wanted to […]
Some may recall the raucous Question Periods during Paul Martin’s brief, 2-year minority parliament—the first since 1980—when he served as Canada’s 20th prime minister. Or his tenure as finance minister in the 1990s, when Ottawa’s deficits came under control. The spending had grown so out of control that Standard & Poor’s downgraded Canadian debt in […]
Earlier this week, the National Club at Bay and King in downtown Toronto unveiled their “Legacy Wall.” It honours many people, including my late grandfather. His name was William R. Allen, Q.C. Sunni Schneider, my mother, and I attended the lunch to honour Bill and the many other important people being recognized, including our Honorary […]
Each month, we select a handful of questions that were asked by clients or soon-to-be clients. We like to post our answers online because others may have that same question as well. Here are a few of the things we were asked about most recently. Please contact us at info@schneiderpollock.com. How do I log in […]
April didn’t just bring showers—it dumped a cold bucket of water on the markets. Following Trump’s worse-than-expected tariff announcement on April 2, the S&P 500 tumbled nearly 11% in just two days. That kind of drop felt unprecedented—but it wasn’t. Since July 1933, the S&P 500 has fallen more than 10% over two consecutive days […]
The bond market is remarkably persuasive when it gets cranky. Yes, both stocks and bonds matter. When stocks climb, investors feel the “wealth effect” — richer on paper, so they book the vacation, upgrade the kitchen, and buy a second air fryer (because obviously, one isn’t enough). But the bond market? It’s bigger. Much bigger. […]
Back in the day, Richard Nixon employed the “madman theory”: act crazy enough that other world leaders would think twice before pushing too far. Trump, on the other hand, might have skipped the theory part and gone straight to the performance. It’s hard to say whether these global tariffs are meant to negotiate a new […]
While the world threw cash at “revenge travel” post-pandemic, we steered clear of airline stocks. They’re capital-intensive, cyclical, and full of turbulence—not our cup of tea. (See our August 2, 2024, blog Air Canada Has Too Much Baggage) That said, travel remains a dominant theme, but we’re playing it differently. CAE is a Canadian company […]
Earlier this month, Hudson’s Bay Company (“The Bay”) filed for creditor protection. It’s a sad moment for many, especially for those who remember when it was one of Canada’s last remaining retail giants. After Eaton’s closed its doors in 1999, The Bay stood alone as the flagship domestic department store for Canadian shoppers. In 2006, […]
This week, we dive into North America’s auto industry with University of Toronto Professor Dimitry Anastakis, an industry expert and author of Dream Car. As Professor Anastakis explains, it took decades to build an integrated North American automotive supply chain. Today, automakers rely on a just-in-time inventory system, meaning parts arrive precisely when needed. Before […]
Each month, we select a handful of questions that were asked by clients or soon-to-be clients. We like to post our answers online because others may have that same question as well. Here are a few of the things we were asked about most recently. Question from Toronto: Does tax get triggered if there are […]
On January 7, 2025, the Eaton Fire ignited in California’s Eaton Canyon, rapidly escalating into one of the state’s most catastrophic wildfires. Fueled by hurricane-force Santa Ana winds, the blaze ravaged over 14,000 acres, claimed 17 lives, and obliterated approximately 10,000 structures, including homes, businesses, and schools. In anticipation of these disasters, California established a […]
Canada seems clearly under attack by our southern “neighbours”. While the best-performing stocks over the past decade have mostly been U.S.-based, we’ve bucked the trend and are overweight in Canadian equities. Lately, we’re beginning to observe a home country bias. Maple Leaf Foods, which our clients own, reported a strong quarter earlier this week. Its […]
Exactly one year ago, we published a blog titled “Dial Back on Canadian Telco Exposure.” Between the corporate soap opera at Rogers Communications and BCE’s bloated debt amid sluggish growth, we were bearish on the sector. Telus was the sole exception. (Disclosure: Clients, Jeff Pollock, and Sunni Schneider are shareholders of Telus. No compensation was […]
Each month, we select a handful of questions that were asked by clients or soon-to-be clients. We like to post our answers online because others may have that same question as well. Here are a few of the things we were asked about most recently. Question from Ontario: Do you invest in gold and silver? […]
Many claim to be contrarian investors who “buy low” and “sell high.” But how many actually follow through? Here’s what we did last Monday as prices tumbled after Saturday’s tariff announcement. First, we didn’t sell a single security in our client accounts. Second, we put to work the cash we had raised throughout January. To […]
