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'An insult': Wood manufacturer unimpressed by $12M investment in B.C. forestry in face of U.S. tariffs - CBC May 15th
'An insult': Wood manufacturer unimpressed by $12M investment in B.C. forestry in face of U.S. tariffs CBCSee more headlines & perspectives on Google News.... More »
Does good financial advice have a shelf life? Jul 10th
I have come to believe that one of the clearest signs of progress is our willingness to ask questions. Not necessarily the big, life-changing ones, but the quieter questions that make us stop and wonder whether the way things were is really the way they should still be. Every question we ask becomes.... More »
Your American spouse may not want to inherit your TFSA Jun 2nd
Most Canadians assume leaving a tax-free savings account (TFSA) to a spouse is one of the simplest estate-planning decisions they can make. But when that spouse is a U.S. citizen, green card holder, or otherwise subject to U.S. tax filing requirements, inheriting a TFSA can create years of IRS repor.... More »
Carney going to New York this week to meet with business leaders, court investment - CTV News May 24th
Carney going to New York this week to meet with business leaders, court investment CTV NewsSee more headlines & perspectives on Google News.... More »
Poilievre calls for ethics committee to investigate B.C. ‘condo bailout’ - CTV News Jun 28th
Poilievre calls for ethics committee to investigate B.C. ‘condo bailout’ CTV NewsCarney defends $1.45B plan to convert unbought B.C. condos to affordable rent-to-own CBCOttawa and B.C. to buy up unsold condos, Airbnb’s failed World Cup play, Home of the Week and more top .... More »
Do you need market-neutral ETFs in your portfolio?
– moneysense.ca
In August 2025, I wrote about a concept that started gaining traction among financial advisors: the 40-30-30 portfolio. This allocation emerged in the aftermath of the 2022 bear market, when rising inflation and aggressive interest-rate hikes caused both stocks and bonds to decline at the same time. That challenged the traditional balanced portfolio and pushed advisors to look for alternatives.
The idea is to reduce exposure to stocks and bonds and allocate a larger portion to alternative assets. Those alternatives can take many forms. Some investors turn to hard assets or digital stores of value like gold or cryptocurrencies. Others look at private markets, including private equity, private credit, and real estate.
Then there is a third category that tends to get less attention but is increasingly accessible: hedge fund-like alternative or market-neutral strategies designed to generate returns with low correlation to traditional assets.
Since early 2019, regulatory changes in Canada have expanded access to liquid alternatives in both mutual fund and ETF format…
