Home Page Blog View

Investment Philosophy

An "Investment Philosophy" is set of guiding principles that inform and shape an individual's investment decision-making process. Examples of investment philosophies, or styles, include:

Value Investing: Seeking relatively undervalued stocks and believing they will eventually produce strong returns.

Fundamentals Investing: Identifying companies with strong earnings prospects.

Growth Investing: Buying into companies that have promising emerging products or services that hold promising growth potential.

You are more experienced now, your bank account is larger, and it is easier to think further ahead. Paying next month’s bills is not as stressful as it used to be. However, while paying the mortgage might not keep you up at night, planning for the next few years might cause some tossing and turning.

How will you pay for your son’s private high school? Your daughter’s violin lessons are getting expensive too. What about your aging mother who may need to move in with you? And your spouse just told you they might lose their job.

Pay Down Debt or Retire in Comfort?

Jun 08 2015

Increasingly consumers in major Canadian cities such as Calgary, Edmonton, Vancouver or Toronto, are faced with a dilemma of how to best manage their cash flow in the face of record mortgage and consumer debt.

debt

retirement planning