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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. It also released its Monetary Policy Report, which is always an interesting read. The good news is that Canada’s economy has fared better than the BoC’s worst-case scenarios and, in general, new bank Governor Tiff Macklem’s comments were somewhat more upbeat than expected. This was evident from the
Canadian dollar’s immediate move upward.

Investor Strategy: Opening Up, July 2020

This is not the way we expected to wrap up the first six months of the new decade. A year that opened with decent – albeit shaky – economic prospects faced an abrupt and unprecedented economic contraction resulting from the COVID-19 pandemic. In more recent months,  expectations over re-opening and a V-shaped recovery set the stage for remarkable comebacks across most asset classes.

Weekly Insights: What’s Wrong with my Divs?

Canadian investors love dividends, perhaps even bordering on a slight obsession. How many investors in, or nearing, retirement plan on leaving the principal intact and just living off the dividends?

Weekly Insights: Gold Re-Up

Some investors love gold all the time (often called gold bugs); some investors hate gold all the time, usually the result of losing money on the yellow metal. We are neither as our view changes over time; but over the past couple of years we have been, and remain, fans of gold exposure for investors.

Weekly Insights: Alts get a B+ this bear

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.

Weekly Insights: Behavioural Mistakes Abound

Behavioural finance has gained a considerable amount of popularity over the past few years as it pertains to investing. Among other things, it highlights how humans appear to be hardwired to make certain systematic mistakes despite our best efforts.

Meet Echelon

Whether you are looking for an Investment Advisor, wealth management and financial planning partner, insurance products, cross-border investment counsel or investment banking advisory and finance solutions, Echelon Wealth Partners (Echelon) is well-suited to meet your needs as a full-service independent brokerage company.

Are Sneakers the Next Big Art Collectible?

You may have heard recently that a pair of sneakers sold for over $400,000 USD. The sneakers or as Canadians refer to them, running shoes, were an ultra-rare pair of “1972 Nike Moon Shoes.” One of only 12 hand-made pairs ever made by Nike co-founder Bill Bowerman.