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Market Hindsight & Foresight

Join Portfolio Managers, James Nickerson, Jason Isaac and Derek VanGenderen from our Calgary office for their reflections on the market, where they think it is going, asset allocation and valuations.  You will also learn how your portfolio is positioned for 2021.

They cover:

  • A review of 2020 (0:47)
  • What’s happening in your managed portfolio (16:22)
  • Their favourite stocks and sectors (21:30)
  • What they see going into 2021 (26:45)

Download the recording by using the three dots on the right to navigate through the sections more easily.

Cumberland Market Review & Outlook

2020 has been a challenging year in so many ways. In our world of investing, in trying to be the best stewards of our clients’ capital, we take great pride in how we have performed. Watch the 30 minute video to gain insight into how we invest, what we are looking at and what we are buying for our clients and for ourselves.

Not All Tech Stocks Are Created Equal

As the Tech Titans and other Technology companies dominate the market, investors can’t help but wonder if this trend will continue – Does a ‘bubble’ exist? And are we about to see it burst?

Last week, Portfolio Manager Phil D’Iorio wrote about US Technology and has now elaborated in a podcast interview, addressing the realities of today’s market, what we have learned from past cycles and what we might see this year and beyond.  

Kipling Strategic Income Fund

Focus on providing a steady income stream through fixed income investing.

Capital preservation while mitigating risk exposure from both an interest rate risk and credit risk perspective.

Kipling Global Enhanced Dividend Fund

A low volatility strategy with a focus on dividend growth, profitability and balance sheet flexibility emphasizing cash flows to shareholders.

Tax and Succession Planning

Wondering how your taxes might change or perhaps you are thinking about succession planning and how tax reform might impact your plan all due to the recently announced Federal deficit?

Listen to our Podcast featuring Sunit Paul, Partner & Senior Tax Advisor from BDO, to discuss some worthy strategies.

Second Quarter 2020 Market Review

Listen to a discussion led by our CEO Charlie Sims and CIO Peter Jackson, on the market impacts of the COVID-19 pandemic in the first half of this year, current market trends and our outlook looking to 2021.

O Canada, Small but Mighty

Times of uncertainty allow us to take a step back and then look forward to see new opportunities. We believe that Canada is still a place presenting some of those opportunities for investors.