Investing

When my brothers and I were young, my grandmother gave each of us a single share of Bell Canada for birthdays and graduation gifts. We were excited to receive the telephone company’s shares, then trading in the range of $40 to $50 each.

But the importance of investing for the long-term was lost on me. If I had learned that lesson, I wouldn’t have cashed in my 25 Bell shares before I turned 25.

Ellen Roseman speaks with Sol Amos, entrepreneur and founder of advisorsavvy.com. They discuss the 5 types of financial advisors/planners as well as questions to ask when selecting a financial advisor/planner. 

Closer to the end of 2020, Peter Hodson and I, with Belco Private Capital Inc., launched the i2i Long/Short U.S. Equity Fund, a fund focused on small and mid-cap U.S. stocks. Naturally, being Canadian and operating in Canada, it begs the question of why U.S. small and mid-cap (SMID-cap) stocks are in the first place. So, let’s look at some of the reasons why we like U.S. SMID-caps. 

More Opportunities 

The first reason is obvious; the SMID-cap space in the U.S. is multiple the size of the Canadian SMID-cap space. One of the reasons we like small and mid-cap names, to begin with, is that they tend to fly more under the radar, and markets tend to be slower to catch on to promising companies. As an example, we count roughly 57 analysts who cover Amazon. That is 57 people whose full-time job is

Ellen roseman speaks to Barbara Stewart, Chartered Financial Analyst and Research, about post-pandemic non-retirement as well as her Rich Thinking research on women and money and how women are re-inventing themselves as relating to employment, post-pandemic. She also discusses her five post pandemic financial planning retirement tips.

Ellen Roseman speaks with Hamish Khamiza, President and CEO of SparxTrading, an online media company which publishes digital investment content for DIY investors.  They chat about online investing, online brokerages, dividend re-investing and upcoming trends.

In the first part of this three-part series, we examined the basics of ESG investing. To reiterate, the E in ESG stands for environmental issues such as pollution and climate change, while the S represents a company’s social attitudes as in how it treats its employees, its customers, and its investors. Finally, the G for governance looks at issues such as boardroom diversity, executive compensation, conflicts of interest and shareholder rights.

Ellen Roseman chats with Shaun Maslyk, CFP and host of the podcast "The Most Hated F-Word" about our money-stories and how they affect our relationship with money. He mentions Dr. Brad Klontz and the four money-scripts or subconscious beliefs that we develop as young children about money.