November 2022
We are successful because of you
My team and I work hard to ensure that we offer a standard of excellence in everything we do – especially serving our clients. That’s why it’s incredibly rewarding to be recognized for our efforts.
I am honoured to share that I have been named to The Globe and Mail's Report on Business 2022 ranking of Best in Province wealth advisors. In partnership with SHOOK Research, this new list identifies the most effective and successful financial advisors in each province.
Our commitment to our clients is what sets us apart, and this recognition reflects that. Of course, this achievement would not have been possible without the support of my team and the loyalty of clients like you. I’m so grateful that you continue to allow us to guide you on your wealth journey – it’s because of your trust and confidence in us that we are recognized as one of the best in the business.
Thank you for your continued support.
More details here.
July 2020
The coronavirus pandemic is hitting alternative lenders hard, with business down substantially, a handful of mortgage investment corporations stopping investors from redeeming their funds and others trying to offload their portfolios of home loans.
Read the Globe and Mail article here
May 2020
Dustin Van Der Hout warned investors off Private Mortgage Investment Corps back in August 2017. His alarm bell has now reached fever pitch after the COVID-19 pandemic ravaged markets and left investors exposed to what he believes are the structural flaws and high cost of poor quality private MICs.
Read the Wealth Professional article here
Canada’s national housing agency is predicting home prices could plummet up to 18 per cent and mortgage arrears could soar to 20 per cent, a forecast some economists and real estate experts say is a particularly dire assessment of the pandemic’s effect on the housing market.
Read the Globe & Mail Article here
December 2018
Rate-reset preferred shares were built for the kind of world we were living in until this fall.
The sudden reversal of investor expectations for interest-rate increases has pushed rate-reset preferred into a tailspin that is a bit reminiscent of the harrowing plunge of 2015.
Read The Globe and Mail article here.
August 2017
We are always looking for unique investment ideas that have asymmetric risk/return profiles. In late 2015 we identified Canadian preferred shares as being a unique opportunity to buy great companies at fire sale prices. This resulted in significant gains for clients in 2016.
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January 2017
A happy but overlooked investing story of the past year is the rebound in preferred shares.
February 2016
Stocks in the S&P/TSX composite index are okay as a buy-low opportunity, but you can do way better.
A happy but overlooked investing story of the past year is the rebound in preferred shares. The S&P/TSX preferred share index was up 18.4 per cent for the year to Jan. 13, a good start on erasing a few years of pure misery for the sector. The cumulative three-year loss for the index was 15.7 per…
October 2015
I have been an investor in the Canadian rate reset preferred shares market since starting as a retail advisor at a major Canadian bank. In recent months, the general stock market has been weak, but the preferred share market has been especially hurt. Many high-quality issues are down between 20%-30%+.
Read more