A lot has changed…

Technology has made the world smaller. Things move fast and things change even faster. The news, views, and concerns of the world make it to our screens in the matter of seconds. When it comes to wealth management and investing, it can be hard to keep perspective.

May 16, 2017

Attention to Details – May Edition

Each month we’ll lift the lid on what WDS does behind the scenes to invest well. It is attention to such details, over the course of time that allows you to accumulate wealth and attain financial security. GuruFocus – Why Cash Is King This article (link) explains the free cash […]
April 27, 2017

Caveat emptor – the state of the fiduciary standard in Canada

  In life certain things are taken for granted; assuming a standard of care when dealing with professionals is usually one of them. For example, when searching for a new doctor there are many things to consider before making your choice: clinic location, tenure, specialization, bedside manner, etc. Whether a […]
April 6, 2017

RESULTS at a glance

Stocks rose in the first quarter of 2017. Long-term bond yields fell in both Canada and the US, with positive impact on fixed income returns. Gold prices have appreciated, too. The price of oil dropped in March. The Canadian dollar shows little change against the U.S. dollar despite lower oil […]
April 3, 2017

Welcome Richard!

Almost two years to the day since Derek joined WDS, we’re excited to tell you about our latest addition, Richard Coffin. WDS recognizes that we are in a people business and must attract talent to continue delivering top-notch wealth management services to you. As we grow, we need to add […]
July 7, 2016

Bravo Derek!

WDS proudly announces that Derek Dedman has attained the highest level in the investment industry, portfolio manager. Portfolio manager is a position that a person must work his way up to over the course of a career. After all, portfolio managers are ultimately responsible for making the final investment decisions […]
June 30, 2016

The Yield Whisper – What is the Yield Telling You?

June 27, 2016

Don’t Run for the Brexit!

We aren’t. There are more than enough experts to tell us what will and won’t happen after the UK voted to leave the European Union. Many are the same voices—only days ago—who vehemently predicted a stay victory. Newspaper, radio and TV headlines speak of stock market declines around the globe; […]
April 28, 2016

Canadian Equities: More Gas in the Tank?

October 6, 2017

RESULTS at a glance

Canadian stocks and gold prices both rose in the third quarter of 2017.  U.S. stocks were up, though the majority of the gains were lost due to the loonie’s strength this quarter. Long-term bond yields diverged, rising in Canada while relatively flat in the U.S.  The price of oil recovered […]
September 14, 2017

Attention to Details – September Edition

Short-Term Noise and Long–Term Investing: An example of why long-term investing is harder than it sounds (GuruFocus). One of the most difficult tasks faced by investors is maintaining conviction with a company in the face of short-term, negative price action. Quite often, it is the noise of a stock’s recent […]
August 17, 2017

September 5, 2017 T+2: Ready, Get Set, Switch!

Years in the works, September 5, 2017 marks the target date for an important change in the securities marketplace.  On that day Canada and the U.S. intend to shorten their standard securities settlement cycle. The Canadian Capital Market Association is working to promote investor awareness and prepare Canada to switch. […]
July 20, 2017

Results at a Glance

Read more about H1 – 2017 in WDS Investment Perspectives. Canadian and U.S. stock-returns diverged even more this quarter, with the Canadian market slumping as U.S. markets set record highs. Long-term bond yields took different directions as well, rising in Canada and falling in the US. Gold is flat since March. […]