Skip Navigation

Contact Us

Lori Livingstone
Lindsay Tortorici

2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5

The Power of Diversification

Posted on: February 1, 2018

I’ve recently welcomed new clients who, unfortunately, have made no return in the last 4 years on their seven figure accounts. This outcome was the catalyst to find a new investment advisor. How is it possible to make no money when all markets have been up during this time frame?

Read more

The Value of Diversification

Posted on: August 2, 2017

Diversification is the magic that smooths out your investment returns over time

Read more

Bull and Bear markets

Posted on: March 23, 2017

Looking back at bull and bear markets is very informative. What is the most important take-away? That bear markets are SHORT and SHARP and FEEL painful. But, as the following chart from Morningstar shows, the market spends the vast majority of time moving higher not lower. Lesson: Stay invested and don't try and time big moves in or out of the market. Take a look:

Read more

Blog Archive