Articles

Is Investing in EV a Key Investment Theme for 2022?

Ludovic Siouffi

February, 2022

Driven by a desire to have more sustainable transportation solutions and make the world a better place for their children, consumer demand for electric vehicles is soaring. So it does make sense that investing in electric vehicles would be a compelling investment theme in 2022 and beyond.

What is Impact Investing?

Ludovic Siouffi

July 08, 2021

Impact investing seems to be the new buzz word, but what does it actually mean?

Socially Responsible Investing (SRI), Sustainable Investing, Impact Investing or any other term you want to use is simply when your money is placed where it will have both a financial and ethical impact. In essence, it will ‘do no harm’. Think clean energy, smarter cities and the next generation.

But does impact investing underperform conventional strategies or limit to only equity investments?

Why ESG May Be The Future

Ludovic Siouffi

November 08, 2021

In recent times, there has been a significant pivot by governments, policymakers and business leaders to support environmental, social and governance (ESG) movements.

Environmental and social change appears to be the new focus on many global agendas...

Alternative Investments | Private Equity

Ludovic Siouffi

November 10, 2021

Private equity often attracts interest as investors seek alternative investment opportunities in more challenging market times. However it can be quite intimidating for individual investors due to the many barriers to entry.

However, more recently, private equity products have become increasingly available to ordinary individual investors...

Investing in Impact | Water

Ludovic Siouffi

August 03, 2021

Sometimes something happens in my life that makes me think differently about the items we use everyday and how to best make an impact.

Recently, that happened while I was tracking the water usage of my new house. I discovered something I wasn't expecting which made me think about one of the companies in my Impact Portfolio.

Four Reasons to Consider ESG Investing

Ludovic Siouffi

September 15, 2021

Increasingly, investors are prioritizing ESG components within their investment objectives. Have you considered integrating ESG factors into your own investing? Here are four reasons why it may be worthwhile...

Homeowner's Guide to a Greener House

Ludovic Siouffi

June 07, 2021

I’m a bit house-obsessed at the moment as I just purchased a new home and have been trying to make it as green as possible. To save you the trouble of testing out all of those smart-home products out there yourself, I’m providing my favourites...

Investing | Economic Fallout

Ludovic Siouffi

Apr 30, 2020

10 minutes into the U.S. relief program for small businesses reopening on Monday, the system had already crashed from being overwhelmed.

That should give you a pretty real-time, scary, and accurate picture as to what’s happening within the North American economy right now.

So, where do we go from here?

Investing | 1987 vs 2020 (Part II)

Ludovic Siouffi

April 02, 2020

Over the past week, we’ve been proactively selling into the market rally, specifically U.S. securities to take advantage of the U.S. Dollar trading at higher highs versus the CAN Dollar. Speaking with many of you, I would term the previous week merely as a ‘sugar-high’ on the news of a stimulus and economic relief – and we’re already seeing it coming to an end. For those of you with young kids, like me, we all know how dramatic a sugar high ends.

If you're holding onto cash, ready to deploy, our advice continues to be to hold onto your cash for the time being. Our research would suggest another sell-off to present itself in the coming weeks, setting a proper low within the markets, and giving us the opportunity of a lifetime to buy.

Investing | 1987 vs 2020 (Part I)

Ludovic Siouffi

March 18, 2020

I wanted to take this opportunity to give you my insights into what we’re seeing within the financial markets, and how this compares to previous market meltdowns – specifically to the crash of 1987.

There are two certainties during these times; 1) panic spreads faster than the virus itself, and 2) no one knows how long this will last, and what the economic impact it will have on the global economy. With that in mind, I don’t think the world is coming to an end, and maintain the view of most, that this too shall pass.

My Returns are Better than Yours!

Ludovic Siouffi

June 16, 2016

I met with a potential client the other day, and within a few minutes of seeing our portfolios, he said: “Well my performance is better than yours, so why would I need you?”

He said it with such confidence that I was curious to learn more, and if it was actually true.

GENERATIONAL WEALTH MANAGEMENT AND FINANCIAL LEGACY FOR FAMILIES WANTING TO MAKE AN IMPACT