How to achieve risk-adjusted returns, enhanced diversification and decreased volatility in a world of low-interest rates

Alternative Investments. Once reserved for institutional mandates, this asset class continues to grow in popularity and is now making its way into the portfolios of sophisticated individual investors. In this blog, we introduce you to the world of alternatives, the opportunities they bring, and the importance of following an appropriate due diligence process before jumping […]

How to attract and retain exceptional talent:

The late Steve Jobs of Apple summed up talent’s importance with this advice: “Go after the cream of the cream. A small team of A+ players can run circles around a giant team of B and C players.”

Putting cryptocurrencies in context

For some time now, there has been a great deal of public interest in cryptocurrencies and, specifically, in Bitcoin. In this blog, we provide you with some context about the cryptocurrency phenomenon and its media coverage. Definitions and descriptions Let’s start with some elementary definitions and descriptions: A cryptocurrency is the generic term for a […]

Have you prepared your digital legacy?

Among the many aspects that compound wealth planning, the transfer of wealth is a particularly special one. It is where we express the material legacy we want to leave our loved ones after our passing away. According to a survey by Angus Reid Institute, only 58%1 of Quebeckers have a will in place. If you […]

What happens when women control the wealth?

A recent report entitled: When women control the wealth, society reaps the benefits, reveals the results of a survey carried by The Economist Intelligence Unit (EIU1) among high net worth women. The title is an excellent introduction to the way women tend to contrast from their high net worth male counterparts. When it comes to […]

Yo-Yo Markets

The financial markets were all over the place at the beginning of 2020. Prices declined sharply, recovered, then dropped again. It’s called volatility, and it can make those suffering from weak stomachs feel deeply uneasy. In such an environment, it seems then almost discordant that we talk about opportunities, sometimes even encouraging some of you […]

The impact of algorithmic trading on market volatility

As markets slowly return to something resembling normalcy, it’s important to maintain a sense of perspective about what has caused, and continues to cause, much of that nerve-wracking volatility. So, while it’s certainly true that the impact of COVID-19 was decisive in wiping (temporarily) trillions in market value from U.S. stocks alone, there’s something else […]

COVID-19: Taking care of your emotions in times of crisis

In times of crises the media noise can elevate some people’s levels of stress and this can represent a hidden problem that should be looked at. In his article Protective and Damaging Effects of Stress Mediators, Neuroscientist Bruce McEwen1 summarized the very diverse effects associated with chronic stress. Perhaps the most common one is high […]

Distinguishing the difference between skill and luck

Have you ever wondered what percentage of your success is due to your acquired competencies (skills) and how much is due to good fortune (luck)? From excelling in sporting competitions to winning at work, we’re frequently undecided about which of the two ingredients ends up being decisive. Most of the time, skill and luck are […]

Dragon King Theory

On September 11, 2001, the world was shaken by the sudden news: The United States had been the subject of a series of attacks that would change the course of history. In 2008, the Global Financial Meltdown was also unexpected to most people, even savvy financial analysts. Both events were rare and improbable, bearing profound […]