One of the most important principles of sound investment management is staying on top of what’s happening in the world and how those events affect finances. Conditions change quickly, and keeping up-to-date on developments and trends can be challenging. The team of experts producing IWB have been advising Canadian investors for over 25 years.

Edited and Published by Gordon Pape. Associate Editor: Richard Croft

With Gavin Graham, Ryan Irvine, Glenn Rogers, Shawn Allen, Adam Mayers, Paul Bamford & Michael Corcoran.

Recent Issues

Recent Updates

Amazon.com (NDQ: AMZN)

Amazon.com remains a global leader in e-commerce and cloud computing, with its Amazon Web Services (AWS) division driving significant growth and innovation. The company’s scale and technology investments continue to set it apart in retail, logistics, and digital services.

Hold


ALPS O’Shares U.S. Quality Dividend ETF (Cboe BZX: OUSM)

This fund holds a basket of 200+ profitable companies in the Russell 2000 index. The Russell is an index of 2,000 smaller cap companies with businesses primarily domiciled in the U.S.

Sell


BMO Covered Call Canadian Banks ETF (TSX: ZWB)

ZWB aims to provide high monthly income and long-term capital appreciation by investing in Canadian bank stocks and writing covered call options to reduce volatility (usually calls are written against 40% of the underlying shares).

Hold


Apple Inc. (NDQ: AAPL)

Apple is an international technology company headquartered in Cupertino, California. It is one of the largest companies in the world, with a market cap of $4 trillion.

Hold/Buy


BMO S&P/TSX Equal Weight Banks Index ETF (TSX: ZEB)

ZEB holds the same portfolio as ZWB. However, ZEB does not write covered calls to increase the ETF’s cash flow. Rather, it simply holds the underlying banks and pays out a monthly distribution that approximates the dividends paid by the banks.

Hold