Everyone likes the sound of something that is unique or even exotic. Would you rather own a fund that invests in equities or one that invests in equities with a call option writing overlay strategy to enhance the yield? Marketers know the second option sounds more appealing and rarely will they mention there is a trade-off as some market environments favour the first option.
“Folks, if you didn’t raise some cash like we suggested last summer, you DO NOT raise cash here. This is how bottoms are made. The internals of the equity markets have been weakening since July with many of the indices’ components off more than 20%, while a few of the larger capitalization stocks have […]
If so, you’re missing out on a wealth of experience and advice.
Redefining Success is a unique wealth management practice created over my 33 year career in the investment industry as an advisor and, since 1997, as a Portfolio Manager. One look at my website will tell you that you are in another world.
The bank […]
Why I left Nesbitt Burns in 1997.
I started my career in 1982 at Nesbitt Thomson Deacon. Those were the days of many different brokerage houses and before the banks moved into brokerage services.
Over the coming 10 years many of the smaller firms merged to form larger firms. Nesbitt Thomson was the first brokerage firm […]
May’s focus is women and retirement. With the help of my good friend Donna McCaw the subject of how to prepare for retirement will be featured all month long with articles, blogs and videos by authorities on women and retirement. The situations referenced are those experienced by the majority of women.
My fear […]
Tax time is upon us and, if you’re anything like I used to be, you’re pulling out your hair trying to steal the time to pull together WHO knows what from WHO knows where. Are you dreading making the list of all the receipts that you’re missing and all the people and companies that […]
Basically, a “down and dirty discovery session” is a fact-finding mission that I undertake with each prospective client.
My goal with the discovery session is to help you clarify exactly what you are looking for in life, and what challenges are preventing you from achieving these aspirations.
During the discovery session, I will lead you through […]
I like to think of a budget the same way I think of a diet.
When you’re on a diet, you are focusing on putting limits on what you can eat, and what usually ends up happening? You are forced to focus on all of the things you “can’t eat”! Following a diet usually means […]
Pamela was recently interviewed by Winnipeg based Dubyts Communications for their Women’s Business e-zine “BizChicks on Business”
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Weekly Insights: Feeling a Little Loonie
Echelon's Weekly Insights, Pamela's Blog Posts
Weekly Insights: Feeling a Little Loonie
Last week was busy for watchers of Canada’s economic data, with the main event being the Bank of Canada (BoC) rate announcement. Not surprisingly, the bank left rates unchanged.