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.

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, […]
June 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 […]
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?