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Mark Hougen
Traci Meades
Maria Savino-Woroniuk
Clark Sutter

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Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1
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Investor Education

Time-weighted vs. Money-weighted Returns
This article provides an overview of both calculations and explains how each of these performance measures can help you understand how your investment account performed.
Get the most from your professional financial advisor relationship
This guide can help you understand the role of financial advisors, and how to maximize the benefits of the financial advise relationship.
The Wisdom of Great Investors
Insights from Some of History's Greatest Investment Minds on how to navigate an ever-changing market environment and build long-term wealth.
Investing Handbook
**Updated 2019** Asset allocation explains ~90% of the return and volatility experienced in a portfolio, so understanding the three asset classes (cash, bonds and stocks) enables you to assess your own tolerance for risk, and if your return objectives are realistic.
The Bond Brief
Today, Canadian investors have a wide range of fixed income investments to choose from.  Whether you need an income stream today or are planning for future financial considerations, the bond market holds many opportunities to help you achieve your goals.
Common Investment Terms
Having a firm understanding of common financial terms helps ensure that you stay well informed about.
Where To Find Inflation Protection
An explanation why Common equity, most particularly cyclical stocks and industrials, are the most effective investments in an inflationary environment.
Seven Common Investment Mistakes
Investing is an emotional endeavor, especially when the money was the product of years and years of hard work and discipline. In this article, we’ll examine some common mistakes investors make.
How CPP Changes Affect You
This article provides an overview of the CPP and the key changes that were phased in between 2011 and 2016, and to help you make an informed decision about the optimum timing for you to start taking CPP.
They Don't Ring A Bell At The Bottom
'I’m waiting for things to turn around' is not an investment strategy. They do not ring a bell at the bottom, and by the time the headlines confirm the economy is improving, stocks have already moved higher.