Exponent Blog

OAS and Pension Income Splitting

What is OAS (Old Age Security)?

PDAC 2017

During the last week, I attended the annual PDAC (Prospectors & Developers Association of Canada) conference in Toronto. For those of you who do not know, the PDAC conference is one of the largest mining events in North America. It is a premier destination...

You know the market is frothy in the US when…

You run the scans and find 22 overbought stocks:

Being Prepared vs Being Passive

Trends come and go. The best of the best in any field know when to read the tea leaves and make informed decisions about when and how to shift in and out of these trajectories.

Bill Shaw on BNN Feb 17 2017

Why this portfolio manager is putting his money in lifecos

Bill Shaw, partner and portfolio manager at Exponent Investment Management, joins BNN to discuss why he would put his money in lifecos and financials, where the TSX has room to run, and Trump's effect...

GIMS Compliant Portfolio Management

As a partner, manager or consultant you likely have many limitations as to which securities or investment strategies you can pursue in your retirement portfolio. Your firm’s restricted list can change frequently which can have a major influence on your...

Ensuring your Legacy; How to pass on your frugal ways

Over 3 decades of stewarding the wealth of Canadians, I have been asked to provide advice on a whole host of financial situations and challenges. Despite the ever-changing ebbs and flows of markets or the evolution of governments, one recurring theme many in...

A Basic Guide to Estate Planning

Estate planning is one of those topics that many people prefer not to talk about, perhaps because it confronts us with the inevitability of our own demise. However, trying to steer clear of the difficulty and discomfort of the task is not a good reason to...

Safety of your Investments

Safeguarding a lifetime of your hard-earned savings is of paramount importance to all investors. In the lead up to the Great Recession of 2008-09, we witnessed the bankruptcy of two longtime U.S brokerage houses, Lehman Brothers and the venerable Bear...

Is it time to review your investments?

When you decide to review your investment portfolio there are usually more questions than answers, such as; am I getting a proper return? Is my portfolio constructed to meet my specific needs? How much am I paying in fees? Is my portfolio efficient?