Portfolio Magazine





What I learned while working with the wealthy

A financial advisor must be an educator, a problem solver and, says Barbara Stewart, a keeper of secrets.

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Tech giants push into live sports bringing investor opportunities

Pro leagues are pursuing deep-pocketed tech firms – to the detriment of traditional broadcasters.

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Legalized pot – get in now, or wait?

Two investing pros weigh in: One sees trading opportunities, the other prefers to wait and see.

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What’s the best way to show a little local bias in your portfolio?

Say you spot the ‘next big thing’ in your own backyard. Can you invest local? Retail investors might try the field of angel investing, but it requires due diligence.

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Value investor looks for stocks that can deliver rewards

Marian Hoffmann, a portfolio manager at Sionna Investment Managers, looks for shares of companies she believes are underpriced and waits for them to rise.

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Seeking portfolio diversification? Try exempt market securities

Private capital investments can yield healthy returns – but use with caution.

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Artificial intelligence reshaping wealth management

Large and small players in the financial planning space look for new fintech tools to better serve clients.

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Stock-purchase plans give employees a piece of the action

Forget foosball. Some companies help employees build wealth by offering them shares in the company.

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This dividend fund steers clear of Canadian bank stocks

Portfolio manager Stephen Groff explains that he doesn’t hate banks – he just worries about their future profitability. So, what does he like?.

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Fast-casual restaurant chains have room to grow

With fresh ingredients, no tipping and sleek design, these restaurants appeal to millennials. In Canada, though, the sector is lagging behind the United States.

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Is it time to buy the dip in commodities?

German firm invests heavily in new Saskatchewan potash mine – the first in 40 years. Is it a signal to look anew at the commodities sector?

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What does being rich mean? How to define it

For a start, it helps to expand the definition of your true personal wealth.

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