OUR INSIGHTS

Is it essential to buy stocks or is there an alternative?

Have you heard of the term “TINA”? It was introduced in the 1980s by British Prime Minister Margaret Thatcher. Thatcher liked to say, “There is no alternative” when referring to her market-driven

What to do with unused RESP Assets

Having excess capital for education is a good thing. But when it comes to unused funds in a Registered Education Savings Plan (RESP), you may be penalized for not using the money in the plan for its

SPAC Craze or Permanent Trend

Have you heard of Special Purpose Acquisition Companies (SPACs) before? They are not new and have been around for decades now! Thirty years ago, they became part of the capital markets landscape as

Dividend Growth: A Cornerstone at Sandstone

At Sandstone we have an 80/20 rule for equity investments. Equity exposure must be made up of a minimum of 80% dividend and dividend growth companies, and a maximum of 20% growth companies. Sandstone

The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.

Howard Marks

OUR SERVICES

PRIVATE CLIENT

  • Investment and tax management
  • Financial and estate planning
  • Private equity fund

FAMILY OFFICE

  • Coordinated professional network
  • Simplified tax reporting
  • Personalised education

FOUNDATIONS

  • Customised capital objectives
  • Not-for-profit fee discounts
  • Full team participation