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.

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. […]
June 20, 2017

Attention To Details – June 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. Enterprising Investor – The Active Equity Renaissance Arbitrary measures of performance, financial intermediaries, […]
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 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 […]