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2021 Wealth Insights
The Strategist • December 2021
Clarke White, CFP®, Financial Planner
- The Spousal Loan Strategy – A Practical Way To Reduce Your Household Taxes
- Where is the benefit?
- What is a prescribed rate loan strategy?
- So what is the catch?
- Where do I start?
Investment Marathon #3 • November 2021
Alex Vozian, CFA, Associate Portfolio Manager
- Canadian and U.S. market update
- Our holding - KLA Corporation (KLAC)
- Book - “Think Again - The Power of Knowing What You Don't Know” - by Adam Grant
- Protecting you against inflation
- Bonus: Bull Painting
The Quarterly Opportunity Update • October 2021
Audio VersionChris Raper, CIM, CFP®, Senior Wealth Advisor, Portfolio Manager
- The Markets – The Big Picture
- The Dividend Value Discipline™ - Pool Corporation
- The Complement Strategies - The Tax Advantaged Preferred Share (TAPS) ,The Keep More Income (KMI), The Global Active Macro ETF (GAME), The Next Cycle Resource Fund (NCRF)
- The Wrap Up – Buckle Up, It Is October
- Our Approach
- The Dividend Value Discipline™ Methodology
Investment Marathon #2 • October 2021
Alex Vozian, CFA, Associate Portfolio Manager
- Canadian and U.S. market update
- Our holding - NVIDIA Corporation (NVDA)
- Book - Atomic Habits, by James Clear - “An easy & proven way to build good habits & break bad ones.”
- Enforcing discipline
- Bonus: A moment of joy - Painting a bear with ... a fork
Investment Marathon #1 • September 2021
Alex Vozian, CFA, Associate Portfolio Manager
- Canadian and U.S. market update
- Our holding - Constellation Software (CSU.TO)
- Book - "Principles", by Ray Dalio
- Working towards your long-term financial goals in a sustainable (responsible) manner.
- Bonus: A moment of joy - “Baba Yaga” farm stand
The Strategist • August 2021
Clarke White, CFP®, Financial Planner
- The Financial Planning Crunch
- Life Expectancy Crunch
- The Expense Crunch
- Inflation Crunch
- Update on the Team
- We are back to in-person meetings!
- New team members - Shu Sharma and Yui Onishi
Quarterly Market Commentary • July 2021
Chris Raper, CIM, CFP®, Senior Wealth Advisor, Portfolio Manager
- The Big Picture - leading economic indicators
- The Dividend Value Discipline™
- New holding - Simpson Manufacturing Company (SSD)
- New holding - Muller Industries (MLI)
- Rent cheque (dividend) increases
- The Global Active Macro ETF (GAME) Strategy
- The Tax Advantaged Preferred Share (TAPS) Strategy
- The Keep More Income (KMI) Strategy
- The Next Cycle Resource Fund (NCRF)
- Q2 2021 performance
The Quarterly Opportunity Update • June 2021
Audio VersionChris Raper, CIM, CFP®, Senior Wealth Advisor, Portfolio Manager
- Recent Rent Cheque Increases
- The Markets - Canada’s Next Supercycle Is Underway
- Keep More Income – Float Your Canadian Boat
- The Wrap Up – Our GAME Compass Points North & Across The Pond
- Our Approach
- The Dividend Value Discipline™ Methodology
Quarterly Market Commentary • April 2021
Chris Raper, CIM, CFP®, Senior Wealth Advisor, Portfolio Manager
- The Big Picture - leading economic indicators
- The Dividend Value Discipline™
- New holding - PayPal (PYPL)
- New holding - CDW Corp (CDW)
- New holding - Independent Bank Group (IBTX)
- Rent cheque (dividend) increases
- The Global Active Macro ETF (GAME) Strategy
- The Tax Advantaged Preferred Share (TAPS) Strategy
- The Keep More Income (KMI) Strategy
- The Next Cycle Resource Fund (NCRF)
- Q1 2021 performance
The Quarterly Opportunity Update • March 2021
Audio VersionChris Raper, CIM, CFP®, Senior Wealth Advisor, Portfolio Manager
- The Markets – Caveat Emptor, The Trend Has Shifted
- Need & Opportunity – Our Strategies Expand
- Rising Interest Rates & Why They Matter
- Our Approach
- The Dividend Value Discipline™ Methodology
The Strategist • February 2021
Larissa Ruditsch, B.B.A, CFP®, Associate, Wealth Advisor
- Safeguarding Your Gift to Adult Children When Buying a Home
- Scenarios:
- Gifting them with a sum of money.
- Parents own a secondary home in which they allow their child to live
- A shared ownership structure
- Update on the Team: A full year of pandemic life - new ways of keeping busy
Quarterly Market Commentary • January 2021
Chris Raper, CIM, CFP®, Senior Wealth Advisor, Portfolio Manager
- The Big Picture - leading economic indicators
- The Dividend Value Discipline™
- New holding - American Tower (AMT)
- New holding - Williams Sonoma (WSM)
- New holding - Northern Trust (NTRS)
- New holding - Amphenol (APH)
- Rent cheque (dividend) increases
- The Global Active Macro ETF (GAME) Strategy
- The Tax Advantaged Preferred Share (TAPS) Strategy
- The Keep More Income (KMI) Strategy
- The Next Cycle Resource Fund (NCRF)
- 2020 performance