Leo’s Blog | The Latest News

Late cycle: don’t be a ‘deer in the headlights’

Late cycle: don’t be a ‘deer in the headlights’

2018 marks year #10 since our last global market downturn.  To place this into context, historically a market correction-recession typically happens every 5-6 years.  As you can appreciate we are well beyond those statistics which leads me to believe we are closer to...

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Fundamentals or hype?

Fundamentals or hype?

Does the average person buy a stock/business because they understand the business model, they understand it’s competitive intelligence, it’s barrier to entry for the competition, and their financial position?  Or do they buy based on hype?  I am writing this note due...

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Is the Canadian economy losing steam?

Is the Canadian economy losing steam?

The Canadian economy contracted in August — its first monthly pullback since October last year. Statistics Canada said Tuesday real GDP shrank 0.1% in August, following essentially no change in July. The Canadian economy began 2017 with strong growth through the first...

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Security Financial Deposit Group – competitive GIC rates

Security Financial Deposit Group – competitive GIC rates

Over the years clients of the firm have been asking about GIC deposits and unfortunately I always turned that business away as there was no offering in place. Today I am pleased to announce the launch of Security Financial Deposit Group! Security Financial Deposit...

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Canadian Consumer Data

Canadian Consumer Data

Lately, there has been much media hype about the Canadian economy, and the data seems to suggest we are certainly experiencing growth. However, one pressing question remains - how much of this growth will actually be felt by the average Canadian? Recently, the...

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A surprise interest rate hike by the Bank of Canada

A surprise interest rate hike by the Bank of Canada

The Bank of Canada made a decision today which caught many investors by surprise: they decided to raise interest rates for the second time this year, taking the lending rate to 1% from 0.75%. Many analysts and pundits had priced in an almost certain hike for October,...

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Has the Government gone too far with new tax rules?

Once again the current Government is stirring controversy, this time it is not about a $10million payment to a former detainee in Guantanamo Bay, Cuba, or an exotic family vacation in the Bahamas on a private island owned by a philanthropist who receives millions of...

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Withdrawal Strategies for Retirees

It is widely thought that the advisor-client relationship is pillared around the wealth accumulation stage of the investment cycle. Although this represents a large portion of the client experience, many clients spend 20 or more years in retirement which is why it is...

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