Strategy Blog


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(Another) TFSA Contribution Change

Published by Murray Smith on Mar 03, 2016

Highlights This post provides additional information or updates to financial planning topics.   The newly elected federal government has changed the TFSA contribution limit effective Jan 1, 2016. Contribution limit has decreased from $10,000 to $5,500....... Continue reading

A Couple of Anecdotes Supporting Our U.S. Investment Strategy

Published by Darrin Hopkins on Oct 06, 2015

Disneyland is booked solid from now until Christmas.  Disney hotels are sold out or charging $500++ per night.  This is the ultimate in consumer discretionary spending.   A gambler friend has informed me that Vegas has reduced the payout on Black Jack...... Continue reading

How Slowing U.S. Oil Production is Impacting Our Investment Strategy

Published by Murray Smith on Sep 30, 2015

Highlights This post provides additional information or updates to our existing investment strategy. Most recent post(s): Recent Events And Deeper Understanding Of Global Oil Market Suggest Continued Downward Pressure For Oil Prices. This is our macroeconomic...... Continue reading

A New Tactic For Adding U.S. Exposure

Published by Murray Smith on Sep 29, 2015

Highlights This macroeconomic view provides our top-down perspective for the Canadian dollar. We expect the Canadian Dollar to remain in a tight range around current levels relative to its U.S. counterpart. We expect the U.S. economy to continue to be...... Continue reading

We Are Salivating As This Sector Is “On Sale” During Current Market Volatility

Published by HKM Wealth on Sep 10, 2015

Highlights This is our first post outlining our investment strategy for the Canadian Financial Sector.   Canadian Bank Stocks with national and international exposure tend to: Have good yields that increase on a regular basis Provide an opportunity for...... Continue reading

Whew, The U.S. Economy Remains Strong. And So Does Our Investment Thesis There.

Published by Murray Smith on Sep 09, 2015

Highlights This post provides additional information or updates to our existing investment strategy. Most recent post(s): Low U.S. Gasoline Prices Fuels Summer Travel…And An Investment Opportunity Low gasoline prices in US are like an unrestricted subsidy...... Continue reading

TFSA Contribution Increase

Published by Murray Smith on Aug 07, 2015

Highlights This post provides additional information or updates to financial planning topics. Contribution limit has increased from $5,500 to $10,000 for 2015 and future years. Contribution Increases will no longer be linked to inflation. More room available...... Continue reading

Proposed RRIF Minimum Withdrawal Change Confirmed

Published by Murray Smith on Aug 04, 2015

Highlights This post provides additional information or updates to financial planning topics.   Proposed RRIF minimum withdrawals set forth in the 2015 Canadian Budget received royal assent on Jun 24, 2015 (they are now law). Minimum payments have been...... Continue reading

Demographic Behaviour and Attitudes Provide An Excellent Investment Opportunity

Published by Murray Smith on Jul 27, 2015

Highlights This provides additional information or updates to our existing investment strategy. Most recent post(s): Housing Recovery Since 2006 U.S. Real Estate Crash Provides a Great Opportunity This Bloomberg article highlights different demographic...... Continue reading

Low U.S. Gasoline Prices Fuels Summer Travel…And An Investment Opportunity

Published by Murray Smith on Jul 23, 2015

Highlights This provides additional information or updates to our existing investment strategy. Most recent post(s): Low gasoline prices in US are like an unrestricted subsidy for consumers - where is the investment opportunity? This macroeconomic view...... Continue reading