Category: Insight

  For investors, there’s never been a better time to utilize the expertise of a financial professional. Whether you are investing passively or building a more active portfolio, financial experts can help you achieve your investment goals more quickly and efficiently. However, it’s equally important to know which services are provided by the financial professional,

An Investment Policy Statement (IPS) is a personal and individualized planning document written according to an investor’s risk and return objectives. It serves as a roadmap for the portfolio manager to their client’s portfolios. The IPS is reviewed and updated on a regular basis or when there is a major change in the client’s objectives,

Retail savers have until March 1, 2017 to contribute to their Registered Retirement Savings Plan (RRSP). This year, the contribution limit increased to $25,370 from $24,930, but the 18% threshold remained the same. Essentially, this means you can invest 18% of your taxable income or up to $24,930, whichever is lower, and deducting your income

Inukshuk Capital Management Inc. employs systematic ETF strategies in its passive and dynamic asset allocation portfolios and its absolute return fund. The word systematic describes investment management that is planned, disciplined, quantitative and methodical throughout the entire process. There are four main parts to this investment process – the systematic research of price relationships of

OSC regulated portfolio managers are a person or firm that is registered with the Ontario Securities Commission as investment advisors. Inukshuk Capital Management, its President and CIO, and its Head of Risk and Operations are registered with the OSC as portfolio managers so the OSC is our regulator. As OSC regulated portfolio managers we have

It is important, when discussing momentum investing to define exactly what kind of momentum we are talking about. For the fundamental investor, momentum investing is a strategy based on the growth rate, or the momentum, of earnings per share of a particular company. This is often termed ‘earnings momentum investing’ and should not be confused

A Portfolio Manager has a fiduciary duty to act in their client’s best interests. That means, legally, a PM acts solely with the interests of the client in mind, ahead of anything else. A PM is also required to meet rigorous experience and educational standards by the Ontario Securities Commission (OSC). An IA is only

  The vast majority of financial advisors in Canada do not have a fiduciary duty to their clients.  According the the Small Investor Protection Association (SIPA), 96% of financial advisors are simply commissioned salespeople.  Meaning, they are not required to put their clients’ interests before their own. A fiduciary duty is defined, in general, as the

Exchange traded funds are becoming increasingly popular amongst investors for many different reasons. In general, they relate to the costs of dealing with bank-owned brokerage firms, high fee-based accounts and mutual funds, as well as the increasing sense that most people can’t beat the market so why not just match it. Inukshuk Capital Management trades

Mutual funds and ETFs (exchange traded funds) share many similarities. They are both pooled investment vehicles that invest in individual securities. They can be benchmarked to an index or follow a specific strategy defined by the manager. But there are a few differences that are important for investors to understand. Other than the fact ETFs