A promissory note, also called a "pro note", "p note" or simply "note", is a type of fixed-income debt instrument, similar to a bond, loan or even an IOU, in which one party, known as the issuer, makes a written promise to pay a certain amount of money to a specific person or entity...

Sep 19, 2022

Many local financial institutions have discontinued offering repurchase agreements, more popularly known as “repos”. However, repos should not be overlooked. Although simple in nature they are very useful short-term investments and can be a valuable addition to your portfolio.


Sep 12, 2022

Our discussions on bonds continue. After learning the bond basics and making the investment, what should you do with the income? As a refresher, a bond is a debt instrument in which an investor loans money to an entity in return for receiving a fixed or variable interest rate, with...

Sep 05, 2022

Your dream European vacation just got cheaper – 12% on a year-to-date basis to be precise (Full disclosure, this figure applies only to investors with US$ holdings). Have you been considering the purchase of Luxury European Made vehicle? Or perhaps the thrill of exploring Patagonia or...

Aug 29, 2022

Last week my colleague Dwayne highlighted the importance of opening a new account when one closes. As he mentioned technology and high levels of customer service should help make this a seamless process. The real dilemma that many investors face when their accounts are closed is what...

Aug 22, 2022

From time-to-time situations may arise where an account that you hold may have to be closed, whether voluntarily or involuntarily. This can occur with either a savings type account or an investment account. From the account holder’s perspective, the account may no longer fit into your...

Aug 15, 2022

Important Resources

Understanding Bonds

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Biggest Investing Mistakes Right Now

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How Mutual Funds Work

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