H&M Financial Blog

UK European Union Referendum

BMO Market Update – The views and opinions expressed herein are those of the Portfolio Manager, and Mr. Serge G Pepin, and do not necessarily reflect those of BMO Investments Inc

The upcoming UK referendum on staying in or leaving the European Union after 43 years of membership has the full attention of the financial markets this week. Ten-year gild and bund […]

VPI Canadian Equity Newsletter (May 2016)

Please click on the link below that will take you to the VPI Canadian Equity Pool Newsletter for May 2016.

VPI Canadian Equity Newsletter (My 2016)

·    What You Own –  TD Bank – TD Bank is a dominant bank

·    What You Don’t Own – LendingClub – A perceived threat to traditional banking

·    Dividends Are Growing, Share Price Should […]

VPI Canadian Equity Pool Newsletter

Please click on the link below that will take you to the VPI Canadian Equity Pool Newsletter for March 2016.

VPI Canadian Equity Newsletter

 What You Own –  CIBC
 What You Don’t Own – AutoCanada
 Don’t Own The Index, Own Great Businesses

 

 

 

Be careful if it sounds to good to be true!

Many seniors in our community have been affected by advisors promoting investments that appear to have unreasonable returns.  In most cases these are high risk investments and speculative in nature, not appropriate for most investors, let alone senior clients,  in our opinion.  Here is another example of a local advisor peddling these type of investments to unsuspecting investors.

David Michaels has […]

Speedway Motorsports Inc. – VPI Site Visit

 

In an effort to continue our due diligence and dig deeper into the holdings we use in client portfolios; we actually like to get to know the high quality companies we invest assets in for our clients. We scrutinize the investments that the asset managers select in the investment pools, ensuring our interests are aligned.  This is an example of […]