We are dedicated to providing helpful resources and information that enrich the lives of our clients and clients’ families. Please give us a call for more information and visit our Resource Center below.

Useful Tools

Investing principles

Book Photo The Investment Answer
by Daniel C. Goldie and Gordon S. Murray
The Five Key Decision Every Investor Needs to Make.
Book Photo Winning the Loser’s Game
by Charles Ellis
Timeless Strategies for Successful Investing.
Book Photo Common Sense on Mutual Funds
by John C. Bogle 10th Anniversary Edition
Book Photo The Intelligent Investor
by Benjamin Graham
The Definitive Book on Value Investing
Book Photo The Four Pillars of Investing
by William J. Bernstein Lessons for Building a Winning Portfolio

Comparison of Canadian and US Mutual Funds

Summarized from a Canadian Securities Administrators Discussion Paper


Active versus Passive

Book Photo Someone Will Make Money on Your Funds, Why Not You?
by Gary L. Gastineau
Book Photo A Random Walk Down Wall Street
by Burton Malkiel – Professor of Economics at Princeton
The Time-Test Strategy for Successful Investing

S&P Dow Jones Indices versus Active Funds (SPIVA®) Research and Scorecards

The Arithmetic of Investment Expenses
by William F. Sharpe – Nobel Laureate and professor at Stanford University’s Graduate School of Business

Economic Growth and Equity Investing – Audio by CFA Institute (39 minutes)

Who Should Hedge Tail Risk?
by Robert Litterman and the CFA Institute
Tail Risk is low probability events, recently referred to as Black Swan events


Behavioral Finance

Book Photo What Investors Really Wantby Meir Statman
Discover what drives investor behavior and make smarter financial decisions
Book Photo Fooled by Randomnessby Nicholas Taleb
The Hidden Role of Chance in Life and in the Markets

Behavioral Biases and Investment Implications by Scott A. Bosworth

Markets Work
by Dimensional Fund Advisors


Market History

Book Photo Capital Ideasby Peter L. Bernstein
The Improbable Origins of Modern Wall Street


Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
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