Beaucoup de choses ont changé…

La technologie a rendu le monde plus petit. Les choses bougent vite et les choses changent encore plus vite. Les actualités, les points de vue et les préoccupations du monde arrivent sur nos écrans en quelques secondes. Lorsqu’il s’agit de gestion de patrimoine et d’investissement, il peut être difficile de garder du recul.

juin 12, 2017

Be Prepared: Know Your Appetite for Risk

“Emotions are the most important determinant of long-horizon wealth.” – C. Thomas Howard, PhD.   Is there truth to Dr. Howard’s unorthodox statement that you need to know about? When you invest, you make choices. One of the main trade-offs is the level of risk you are willing to bear […]
mai 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 […]
avril 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 […]
avril 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 […]
avril 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 […]
juillet 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 […]
juin 30, 2016

The Yield Whisper – What is the Yield Telling You?

juin 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; […]
juin 14, 2019

The Buyback – Why You Shouldn’t Shut Down Non-Dividend Stocks

“Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” That’s a quote from John D. Rockefeller, the first U.S. billionaire in history, and while investors today (hopefully) have other joys in life, many within the value investment community share Rockefeller’s love for […]
mai 7, 2019

Richard Coffin receives his CFA designation!

WDS proudly announces that Richard Coffin, the newest face at the company, has received his Chartered Financial Analyst (CFA) designation. The CFA is one of the most respected professional finance designations, considered a “gold standard” in the field of investment analysis. CFA holders have thoroughly studied a spectrum of topics […]
avril 5, 2019

RESULTS at a glance – 1Q19

2019 started off strong, with Canadian and U.S. markets both experiencing low-teen returns in the first quarter. At the same time, 10-year government yields have fallen in both countries as central banks signaled a pause in their rate hikes; in the U.S., this has led to a yield inversion, with […]
mars 8, 2019

Attention to Detail – March 2019

An Important Lesson From Ben Graham by Charlie Munger (GuruFocus) This month’s article (link) features a short excerpt from an old Outstanding Investor Digest issue, in which Charlie Munger himself recalls an encounter he had with his investment mentor, Ben Graham, that taught him a valuable lesson about corporate management. […]
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