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CI Canadian Dividend Growth Fund

Until recently, this Canadian dividend fund was known as the Castlerock Canadian Dividend Growth Fund. Managed by the team at Regina based Greystone Managed Investments, the fund invests in a concentrated portfolio of dividend paying stocks. While the focus is on Canada, it has the flexibility to look beyond our borders for interesting investment opportunities. As of October 31, the fund was 100% invested in Canada.

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PH&N Community Values Balanced Fund

For a number of people, socially responsible investing is a great way to help make the world a better place. There are a number of fund options that help investors do this. One such fund is the PH&N Community Values Balanced Fund. It invests in three other PH&N Community Values branded fund. As of October 31, it held 35% in the PH&N Community Values Canadian Equity Fund, 34% in the PH&N Community Values Bond Fund and 27% in the PH&N Community Values Global Equity Fund.

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October 2012 Market Recap

October Recap Despite data showing that U.S. manufacturing continued to expand pushing GDP growth higher than expected, reducing unemployment, it was concern over the impending “fiscal cliff” which weighed on U.S. markets in October and since the November election. The fiscal cliff is the combination of the expiration of Bush era tax cuts and a slew of massive spending cuts that are slated to...

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October 2012 Market Commentary

Despite data showing that U.S. manufacturing continued to expand pushing GDP growth higher than expected, reducing unemployment, it was concern over the impending “fiscal cliff” which weighed on U.S. markets in October and since the November election. The fiscal cliff is the combination of the expiration of Bush era tax cuts and a slew of massive spending cuts that are slated to take effect in...

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Top Funds Report – November 2012

Despite data showing that U.S. manufacturing continued to expand pushing GDP growth higher than expected, reducing unemployment, it was concern over the impending “fiscal cliff” which weighed on U.S. markets in October and since the November election.

The fiscal cliff is the combination of the expiration of Bush era tax cuts and a slew of massive spending cuts that are slated to take effect in the new year. Unless a compromise is reached, many economists expect that the impact of this will be an increased tax burden of about $3,500 per family. This will have devastating consequences for the U.S. economy, likely pushing it back into recession.

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