2023.12.31 - Investment Commentary:  Winter 2024                                            Download as PDF

2023.07.18 - Portfolio Developments: Summer 2023                                            Download as PDF

2023.05.05 - A Closer Look:  Charles Schwab                                                               Watch Video

2023.04.17 - Investment Commentary: Spring 2023                                             Download as PDF

2023.01.17 - Investment Noise - A Costly Distraction                                                    Watch Video






2022.09.29 - Declining Markets                                                                                   Watch Video

2022.06.30 - Company Highlights:  Summer 2022                                             Download as PDF

2022.05.13 - Investment Perspective - The Importance of Price Discipline                Watch Video





2021.12.31 - Company Developments: January 2022                                 Download as PDF

2021.12.31 - Portfolio Update - Bracing for Turbulence                                       Watch Video

2021.06.30 - Company Developments:  July 2021                                      Download as PDF

2021.06.30 - Portfolio Update                                                                               Watch Video

2021.04.07 - Wretched Excess - SPAC Attack                                                     Watch Video





2020.12.31 - Investment Commentary:  Winter 2021                                 Download as PDF

2020.11.09 - Valuation series - Managing Uncertainty                                         Go to page

2020.10.20 - Valuation series - Paying Attention to Price Matters                        Go to page

2020.07.14 - The Long View                                                                                 Go to page

2020.05.25 - What have we been doing                                                               Go to page

2020.04.13 - Covid-19 - Special Investment Update                                            Go to page





2019.12.31 - Investment Commentary: Volume XIV, Issue 1                      Download as PDF

2019.06.30 - Investment Commentary: Volume XIII, Issue 2                      Download as PDF





2018.12.31 - Investment Commentary: Volume XIII, Issue 1                       Download as PDF

2018.06.30 - Investment Commentary: Volume XII, Issue 2                        Download as PDF





2017.12.31 - Investment Commentary - Volume XII, Issue 1                       Download as PDF

2017.06.30 - Investment Commentary - Volume XI, Issue 2                        Download as PDF





2016.12.31 - Investment Commentary - Volume XI, Issue 1                        Download as PDF

2016.06.30 - Investment Commentary - Volume X, Issue 2                         Download as PDF

2016.04.30 - Berkshire Hathaway Meeting 2016 - Special Edition              Download as PDF





2015.12.31 - Investment Commentary - Volume X, Issue 1                 Download as PDF

2015.06.30 - Investment Commentary - Volume IX, Issue 2                Download as PDF

2015.05.04 - Berkshire Hathaway Meeting 2015 - Special Edition      Download as PDF





2014.12.31 - Investment Commentary - Volume IX, Issue 1                        Download as PDF

2014.06.30 - Investment Commentary - Volume VIII, Issue 2                      Download as PDF

2014.05.03 - Berkshire Hathaway Meeting 2014 - Special Edition              Download as PDF





2013.12.31 - Investment Commentary - Volume VIII, Issue 1                     Download as PDF

2013.06.30 - Investment Commentary - Volume VII, Issue 2                      Download as PDF

2013.05.04 - Berkshire Hathaway Meeting 2013 - Special Edition              Download as PDF





2012.12.31 - Investment Commentary - Volume VII, Issue 1                       Download as PDF

2012.06.30 - Investment Commentary - Volume VI, Issue 2                        Download as PDF

2012.05.07 - Berkshire Hathaway Meeting 2012 - Special Edition              Download as PDF





2011.12.31 - Investment Commentary - Volume VI, Issue 1                        Download as PDF

2011.08.10 - Comments Regarding Recent Market Turmoil                        Download as PDF

2011.06.30 - Investment Commentary - Volume V, Issue 2                         Download as PDF

2011.05.01 - Berkshire Hathaway Meeting 2011 - Special Edition              Download as PDF





2010.12.31 - Investment Commentary - Volume V, Issue 1                         Download as PDF

2010.06.30 - Investment Commentary - Volume IV, Issue 2                        Download as PDF

2010.05.01 - Berkshire Hathaway Meeting 2010 - Special Edition              Download as PDF





2009.12.31  - Investment Commentary - Volume IV, Issue 1                       Download as PDF

2009.06.30 - Investment Commentary - Volume III, Issue 2                        Download as PDF





2008.12.31 - Investment Commentary - Volume III, Issue 1                        Download as PDF

2008.06.30 - Investment Commentary - Volume II, Issue 2                         Download as PDF





2007.12.31 - Investment Commentary - Volume II, Issue 1                         Download as PDF

2007.06.30 - Investment Commentary - Volume I, Issue 2                          Download as PDF





2006.12.31 - Investment Commentary - Volume I, Issue 1                          Download as PDF



Tax Planning Strategies

Abbott Laboratories spin-off info


Managing Your Wealth

Investment Philosophy

Working With Us

Fee Schedule


Education and Knowledge

Warren Buffett: Why stocks beat gold and bonds

Fortune Magazine, Feb 9, 2012

The Way We Live Now by Roger Lowenstein

New York Times, Aug 29, 2010

New Tax Reporting Requirements for Trusts

Trusts are powerful instruments in tax and estate planning. Broadly speaking, a trust is a relationship between a settlor and a trustee1 in which the trustee holds property transferred by the settlor for the benefit of beneficiaries, specified by the...

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2024 Personal Tax Calendar

While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and cre...

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Completing Your 2023 Income Tax Return Checklist

As the tax filing deadline approaches, below are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings. It’s important that you have all required tax documents before you prepare...

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Tips for Paying Yourself as a Business Owner

Every entrepreneur knows that to run a business, you need to be a jack of all trades. But while many business owners know how to tackle sales, marketing, finance and business development, most battle with the fundamental question of what they......

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10 ways to divorce-proof your assets and protect your wealth

No one gets married with the expectation of one day filing for divorce, but it happens to somewhere between 38% and 48% of Canadian marriages....

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Succession strategies for Canadian farmers

Farming in Canada is one of the oldest industries and still continues to play an integral economic role, domestically and beyond....

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The art of investing in art

Money doesn’t grow on trees, but you can hang it on your wall. Art has turned heads for centuries, but with valuations surging in recent years, some investors now admire their paintings as much for their ability to boost portfolio returns as they do...

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The art of transformational giving

Today’s economic climate is putting pressure on all of us in different ways. More and more people are turning to community organizations for support....

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2023 Year-End Tax Planning Tips

Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2023 tax bill. The following information relates to ye...

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Proposed Changes to the Amt Could Complicate Charitable Giving

Newly proposed changes to the Alternative Minimum Tax (AMT) may entice Canadians who are able to make outsized donations to be a little more charitable this year. But come 2024, charities fear the tax changes could dampen those gifts at a challenging...

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