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Finance is Personal with Jackie Sanz | May 11, 2019

Jackie Sanz, Chief Compliance Officer at Caldwell Investment Management Ltd., is a guest on Finance is Personal.

In this Part 1 episode Jackie talks about financial literacy and the financial industry.

Oksana Poyaskova

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Oksana Poyaskova
Fourth Quarter 2025 Commentary | Tactical Sovereign Bond Fund
Oksana Poyaskova
Third Quarter 2025 Commentary | Tactical Sovereign Bond Fund
Oksana Poyaskova
Second Quarter 2025 Commentary | Tactical Sovereign Bond Fund
Oksana Poyaskova
First Quarter 2025 Commentary | Tactical Sovereign Bond Fund
Oksana Poyaskova
Fourth Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Oksana Poyaskova
Third Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Oksana Poyaskova
Second Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Oksana Poyaskova
Caldwell Investment Management Ltd. Announces Change of Risk Rating of Caldwell Canadian Value Momentum Fund and Caldwell U.S. Dividend Advantage Fund and the removal of Soft Cap on Caldwell Canadian Value Momentum Fund
Oksana Poyaskova
First Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Oksana Poyaskova
What book are you currently reading?
Oksana Poyaskova
Fourth Quarter 2023 Commentary | Tactical Sovereign Bond Fund
Oksana Poyaskova
Second Quarter 2023 Commentary | Tactical Sovereign Bond Fund
Oksana Poyaskova
Brendan Caldwell on BNN Bloomberg’s Morning Markets | August 2, 2023
Oksana Poyaskova
Denis Taillefer on BNN Bloomberg’s The Close | March 7, 2023
Oksana Poyaskova
Geo Political Concerns & Economic/Market Perspective | Episode 51 – March 2, 2023
Oksana Poyaskova
Brendan Caldwell on BNN Bloomberg’s Market Call | March 1, 2023
Oksana Poyaskova
2022 Year-End Commentary | Caldwell North American Fund Annual Commentary
Oksana Poyaskova
Empire Club of Canada Annual Investment Outlook 2023 with Chairman, Thomas S. Caldwell, C.M. | January 12th, 2023
Oksana Poyaskova
The Reality of Negative Commentaries Last Year & Equity Markets for 2023 | Episode 48 – January 5, 2023
Oksana Poyaskova
October 2022 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
October 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
Overwhelming Geo-political Events & Economy | Episode 42 – October 13, 2022
Oksana Poyaskova
Justin Elliott on BNN Bloomberg’s The Close | September 29, 2022
Oksana Poyaskova
Recent Stock Market Declines & Long Term View | Episode 41 – September 29, 2022
Oksana Poyaskova
Market Sell Off and Macro Thoughts | Episode 40 – September 15, 2022
Oksana Poyaskova
Brendan Caldwell on BNN Bloomberg’s Market Call | August 5, 2022
Oksana Poyaskova
Stress, Conflict and The Stock Markets Seem Scary to Investors | Episode 31 – May 12, 2022
Oksana Poyaskova
April 2022 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
April 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
The Most Important Event At Present and What it Means For The Future | Episode 30 – April 28, 2022
Oksana Poyaskova
Inflation, Interest Rates, the War in Ukraine and COVID Ramping Up | Episode 29 – April 14, 2022
Oksana Poyaskova
March 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
March 2022 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Zoomer Radio – Prime Time Money: Denis Taillefer | April 10, 2022
Oksana Poyaskova
“The Big Con” For Investors | Episode 28 – March 31, 2022
Oksana Poyaskova
Brendan Caldwell on BNN Bloomberg with Paul Bagnell | March 30, 2022
Oksana Poyaskova
Denis Taillefer on BNN Bloomberg’s The Close | March 25, 2022
Oksana Poyaskova
Inflation is on the Top of Everyone’s Minds Now | Episode 27 – March 17, 2022
Oksana Poyaskova
“Don’t get faked out!” is a term you use. How will that term help investors with volatility?
Oksana Poyaskova
Justin Elliott on BNN Bloomberg’s The Close | March 14, 2022
Oksana Poyaskova
February 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
As 2022 gets underway, what are some of the possible risks for investors?
Oksana Poyaskova
February 2022 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
February 2022
Oksana Poyaskova
With COVID changing the way that corporations are functioning, you believe that strategy and execution are important now more than ever. Why strategy and execution?
Oksana Poyaskova
We Talk About Ukraine | Episode 26 – March 3, 2022
Oksana Poyaskova
January 2022 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
I have often heard you say “We are attitude adjusters”. What does that mean?
Oksana Poyaskova
Anxiety and Extremism in the World Today | Episode 25 – February 17, 2022
Oksana Poyaskova
February 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
Caldwell U.S. Dividend Advantage Fund Highlights
Oksana Poyaskova
January 2022
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Truckers in Ottawa and The Big “V” Word, “Volatility” | Episode 24 – February 3, 2022
Oksana Poyaskova
Thomas S. Caldwell interviewed by Maya Hojeij, Asharq Business News with Bloomberg | Quantitative Tightening Looms for Markets on Fed Pivot | January 31, 2022
Oksana Poyaskova
Caldwell Canadian Value Momentum Fund Winner of the 2021 Fundgrade A+ Award for Outstanding Performance
Oksana Poyaskova
Caldwell Canadian Value Momentum Fund
Oksana Poyaskova
Justin Elliott on BNN Bloomberg’s The Close | January 21, 2022
Oksana Poyaskova
What Will Happen if Interest Rates Go Up For Families and Canadian Households? | Episode 23 – January 20, 2022
Oksana Poyaskova
December 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
December 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
Empire Club of Canada Annual Investment Outlook 2022 with Chairman, Thomas S. Caldwell, C.M. | January 13th, 2022
Oksana Poyaskova
How Will Inflation Affect Us? | Episode 22 – January 6, 2022
Oksana Poyaskova
Our Chairman’s Year-End Message to Our Clients and Friends | Episode 21 – December 23, 2021
Oksana Poyaskova
What book are you currently reading?
Oksana Poyaskova
Brendan Caldwell on BNN Bloomberg with Andrew Bell | December 21, 2021
Oksana Poyaskova
Will quantitative investing be the death of fundamental investing?
Oksana Poyaskova
Caldwell Investment Management Announces Annual 2021 Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF
Oksana Poyaskova
November 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Let’s discuss Globalization and what it means today.
Oksana Poyaskova
The energy industry was thought of as dead and the world focused on ESG. Where is energy now?
Oksana Poyaskova
Caldwell Investment Management Announces Estimated Annual 2021 Special Distribution for Caldwell U.S. Dividend Advantage Fund
Oksana Poyaskova
November 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
What’s your take on the current supply chain situation?
Oksana Poyaskova
It’s the First Week of December and We Have Two Questions… | Episode 20 – December 9, 2021
Oksana Poyaskova
Jennifer Radman on BNN Bloomberg’s Market Call | December 6, 2021
Oksana Poyaskova
How important is it for a company to have a competitive edge?
Oksana Poyaskova
WP Canada: Caldwell announces soft close on successful Value Momentum Fund
Oksana Poyaskova
We’re living in an era of chip and container shortages. Are we doomed??
Oksana Poyaskova
U.S. Thanksgiving and Our Government Policies | Episode 19 – November 25, 2021
Oksana Poyaskova
How do you find investment opportunities in a period of potentially increased regulation?
Oksana Poyaskova
Why is the process of selling a stock more difficult than the process of buying a stock?
Oksana Poyaskova
Flying is new and foreign to people since COVID-19. How was your experience?
Oksana Poyaskova
October 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Remembrance Day Special | Episode 18 – November 11, 2021
Oksana Poyaskova
October 2021
Oksana Poyaskova
September 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
September 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
You have this great saying “When in doubt attack!”
Oksana Poyaskova
Protected: Replay: Caldwell Canadian Value Momentum Fund | Live Webinar for Queensbury – September 14, 2021
Oksana Poyaskova
Protected: Replay: Caldwell Canadian Value Momentum Fund | Live Webinar November 23, 2021
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August 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
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Where Canada is Going, Relative to Who Gets Elected | Episode 14 – September 16, 2021
Oksana Poyaskova
Meetings are important whether virtual or in person. When you leave a meeting, what are you going to do?
Oksana Poyaskova
August 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Justin Elliott on BNN Bloomberg’s The Close | September 3, 2021
Oksana Poyaskova
How Do You Use Media to Speak to the Younger Generation? | Episode 13 – September 2, 2021
Oksana Poyaskova
Let’s talk about free cash flow and optionality.
Oksana Poyaskova
The markets are sawtoothing. What does that mean?
Oksana Poyaskova
Let’s talk about jobs, as many organizations are having trouble hiring people.
Oksana Poyaskova
The transition to Electric Vehicles (EVs) seems to be gaining more traction. How can an investor play this long secular trend?
Oksana Poyaskova
I know it’s too soon, but where do you see this election going?
Oksana Poyaskova
Let’s talk about anchoring bias and the role it plays on investor psychology.
Oksana Poyaskova
How significant will the Telecommunications 5G rollout be?
Oksana Poyaskova
If an individual wanted to actively manage their investment portfolio, what would be the #1 piece of advice you would them?
Oksana Poyaskova
Why do you like the decentralized business model?
Oksana Poyaskova
Events That Occurred In Afghanistan and Canadian Election | Episode 12 – August 19, 2021
Oksana Poyaskova
We’re in election mode again. What are your thoughts?
Oksana Poyaskova
We’re in election mode again. What are your thoughts?
Oksana Poyaskova
July 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
You were in Afghanistan in 2009 with the Canadian Forces. What is going through your mind with the events that just occurred this weekend?
Oksana Poyaskova
With all of the geopolitical events occurring, Afghanistan, for example, how do you believe it will affect the markets?
Oksana Poyaskova
July 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Let’s talk about consumer spending, the card networks and barriers to entry.
Oksana Poyaskova
The investment industry seems split on where inflation is heading. What is your stance?
Oksana Poyaskova
Let’s talk about overlooked opportunities in retail.
Oksana Poyaskova
What is the investment question you get the most from friends and family?
Oksana Poyaskova
Denis Taillefer on BNN Bloomberg’s The Close | July 28, 2021
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HiFi Radio with “The Wolf on Bay Street” Wolfgang Klein: Jennifer Radman | July 24, 2021
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Inflation, Delta Variant and Borders | Episode 10 – July 22, 2021
Oksana Poyaskova
What book are you reading?
Oksana Poyaskova
Tell us about the best talk, you never heard.
Oksana Poyaskova
June 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
Why are dividends so important?
Oksana Poyaskova
Incidents are used to do what you want to do anyway. How does this relate to the markets?
Oksana Poyaskova
June 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
We’ve seen a pullback in the semiconductor stocks in recent weeks. What’s been happening in that sector?
Oksana Poyaskova
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2021
Oksana Poyaskova
ESG has become a major focal point for most investors. Do you see any challenges to ESG investing?
Oksana Poyaskova
Inflation has dominated headlines in the last while. What’s your view on inflation.
Oksana Poyaskova
Meme Stocks and FOMO | Episode 9 – July 8, 2021
Oksana Poyaskova
MEME stocks have become a thing and a theme and investors are suffering from FOMO, or the fear of missing out.
Oksana Poyaskova
Can you give us a re-cap of first quarter earnings? What’s your outlook for earnings for the rest of the year?
Oksana Poyaskova
When you are looking to invest in a company, how important or how much emphasis do you put on the quality of the management team?
Oksana Poyaskova
Is Inflation Going To Be Temporary Or Permanent In Our Lives? | Episode 8 – June 24, 2021
Oksana Poyaskova
Is inflation going to be temporary or permanent in our lives?
Oksana Poyaskova
Justin Elliott on BNN Bloomberg’s The Close | June 22, 2021
Oksana Poyaskova
Often people think they can be a superstar at work or personally, but team work is important to you.
Oksana Poyaskova
Jennifer Radman on BNN Bloomberg’s Market Call | June 14, 2021
Oksana Poyaskova
May 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
May 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Is the Pandemic Battle Over and Where To From Here? | Episode 7 – June 10, 2021
Oksana Poyaskova
I often hear you saying “if you don’t trust a person, you shouldn’t deal with them”.
Oksana Poyaskova
Why are credit spreads going to widen?
Oksana Poyaskova
You just recorded an anti-fraud initiative in 16 foreign languages called Just Hang Up! What’s it about?
Oksana Poyaskova
You say that due diligence isn’t just numbers, it’s character. What does that mean?
Oksana Poyaskova
What changes have you made at work during COVID lockdowns?
Oksana Poyaskova
It’s Been 14 Months In Since COVID-19 Began, Our Chairman Shares What He Has Learned Throughout His Time | Episode 6 – May 27, 2021
Oksana Poyaskova
Let’s talk about thinking and how we think individually.
Oksana Poyaskova
Do you detect a change in investor thinking these days?
Oksana Poyaskova
We’re seeing a shift in markets. What does this rotation mean?
Oksana Poyaskova
Colonial Pipeline Cyber-Attack In The United States and Energy | Episode 5 – May 13, 2021
Oksana Poyaskova
April 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Investors always worry when the markets decline, but you believe declines are buying opportunities.
Oksana Poyaskova
April 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
Let’s discuss ideas for young entrepreneurs. You look for something beyond brilliant ideas.
Oksana Poyaskova
Brendan Caldwell on BNN Bloomberg with Andrew Bell | May 3, 2021
Oksana Poyaskova
“Just Hang Up!” | Episode 4 – April 29, 2021
Oksana Poyaskova
You said you were speaking to a young woman in her twenties and her thought is that after COVID, we’ll be experiencing the roaring 20’s. What is her thought process?
Oksana Poyaskova
Copper is in the news at a 10 year high. Why the demand?
Oksana Poyaskova
You recently placed full page ads in both national newspapers on April 14th and 15th, 2021. Why was this important to you?
Oksana Poyaskova
It seems that commodities are flying high. Is this something that people should pursue?
Oksana Poyaskova
Caldwell Investment Management Ltd. Announces Upcoming Series Redesignations and Terminations
Oksana Poyaskova
Many have daughters who will be graduating from university this summer. Do you have any advice for these young women?
Oksana Poyaskova
There is talk that index funds are low in management fees and computers can help manage portfolios, resulting in lower fees. What do you say to that?
Oksana Poyaskova
Discussing Capital Gains Tax to the Homes of Canadians | Episode 3 – April 15, 2021
Oksana Poyaskova
What are your thoughts on the oil and gas industry?
Oksana Poyaskova
Q1 2021 | Caldwell North American Fund (formerly Caldwell Balanced Fund) Commentary
Oksana Poyaskova
March 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
“Stocks are a one sided romance”, would you tell us what that means?
Oksana Poyaskova
I heard you speaking about Money Ball and the markets recently. Would you elaborate?
Oksana Poyaskova
Markets are great educators in humility
Oksana Poyaskova
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q2 2021
Oksana Poyaskova
The Confusion Regarding Which App to Use For Investing and Markets Are Great Educators of Humility | Episode 2 – April 1, 2021
Oksana Poyaskova
Investors always worry when the markets decline, but you believe declines are buying opportunities.
Oksana Poyaskova
Given where we are in the world, what’s the next big thing?
Oksana Poyaskova
What are your thoughts on inflation? Is it temporary or long term?
Oksana Poyaskova
You are re-reading The Black Swan: The Impact of the Highly Improbable by Nassim Nicholas Taleb. What is your best takeaway?
Oksana Poyaskova
Insights… with Thomas S. Caldwell, C.M. Pilot | Episode 1 – March 18, 2021
Oksana Poyaskova
We are used to low interest rates and they can’t stay low forever. What are your thoughts regarding interest rate hikes compared to the Crash of 1987?
Oksana Poyaskova
February 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
We are in the process of getting vaccines. The next questions is “Now What?”
Oksana Poyaskova
All I hear now is how well Bitcoin has performed. What is Bitcoin’s future as an investment vehicle?
Oksana Poyaskova
February 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
There are so many news stories telling us that we have saved so much money during lockdowns, but when the stores open up people are lined up to spend their cash.
Oksana Poyaskova
Almost 1 Year of COVID-19 & March and Markets | Episode 24.0 – March 4, 2021
Oksana Poyaskova
There seems to be a strong rotation between ‘stay at home’ and ‘reopening’ stocks. One group could outperform the other significantly in a rather short period of time. How do I pay attention to my maximum advantage?
Oksana Poyaskova
When investing in different countries we need to look at the type of government and their regulations. How does this affect your investments?
Oksana Poyaskova
Let’s talk about Bitcoin and cryptocurrencies. They have been in the news as of late and everyone now feels like they need to get in.
Oksana Poyaskova
Some try to time the market. You look at market mood. What does that mean?
Oksana Poyaskova
Let’s talk about Closet Indexing & the risks Investment Advisors need to think about.
Oksana Poyaskova
Investing is about the future and it’s long-term. What are your thoughts of the trendy mob investing that’s been occurring?
Oksana Poyaskova
Let’s talk about Semis, Supply Chain Disruptions and Business Models.
Oksana Poyaskova
Jennifer Radman on BNN Bloomberg’s Market Call with Andrew Bell | February 22, 2021
Oksana Poyaskova
There is so much going on in social media, including trendy investment tips and even buying certain stock. What does all of this mean for investors?
Oksana Poyaskova
Reddit’s Wall Street Bets has created a lot of hype on GameStop, but Blackberry has also been part of the trendy herd trading. What are your thoughts?
Oksana Poyaskova
What do you believe will be the permanent economic damage from COVID?
Oksana Poyaskova
Movement in Industries & “Bull Markets Climb a Wall of Worry” | Episode 23.0 – February 18, 2021
Oksana Poyaskova
Let’s talk about Constellation Software, Hurdle Rates, and “Who Moved my Cheese?”.
Oksana Poyaskova
Reddit and GameStop have changed the investing landscape these past couple of weeks. It’s not about investing, there’s a bigger picture here.
Oksana Poyaskova
Let’s talk about TFI and catalyst drivers within Caldwell’s Value Momentum Strategy.
Oksana Poyaskova
Interest rates are ultra low and the government is handing out money. Does that mean stocks will go up forever?
Oksana Poyaskova
Let’s talk about Corporate Culture, Hiring and Tricon.
Oksana Poyaskova
I noticed that the Ontario Provincial Government is starting to ease up on the lockdowns. What are your thoughts?
Oksana Poyaskova
January 2021 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Let’s talk about Societies from the perspective of Capital Allocation.
Oksana Poyaskova
WallStreetBets and GameStop | Episode 22.0 – February 4, 2021
Oksana Poyaskova
Let’s talk about ESG and the lumber producers.
Oksana Poyaskova
There is a degree of optimism now with the vaccines. Where to from here?
Oksana Poyaskova
Let’s talk about Alternative Data, the Momentum factor, and Couche-Tard.
Oksana Poyaskova
Let’s talk about Karora Resources – this is top holding in the Caldwell Canadian Value Momentum Fund.
Oksana Poyaskova
Canadian stocks offer opportunity in tumultuous times (Jennifer Radman quoted) | Investment Executive
Oksana Poyaskova
Canada is an odd lot on the world stage. What should we do as a country?
Oksana Poyaskova
Let’s talk about mindset. You’re a big believer in developing mental muscle – give us an example of what that looks like to you and your team.
Oksana Poyaskova
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q1 2021
Oksana Poyaskova
Q4 2020 Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
Caldwell Canadian Value Momentum Fund Winner of the 2020 Fundgrade A+ Award for Outstanding Performance
Oksana Poyaskova
Canada & What Should We Do As A Country? | Episode 21.0 – January 21, 2021
Oksana Poyaskova
Let’s talk about the strong performance of lenders recently and kicking the can down the road.
Oksana Poyaskova
We’re three weeks into January. What are your thoughts of the markets in the beginning of 2021?
Oksana Poyaskova
Q4 2020 | Caldwell North American Fund (formerly Caldwell Balanced Fund) Commentary
Oksana Poyaskova
Let’s talk about renewable energy. You heard some interesting comments at a recent conference.
Oksana Poyaskova
December 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Important Factors Affecting the Stock Market in 2021 | Episode 20.0 – January 8, 2021
Oksana Poyaskova
Empire Club of Canada | Annual Investment Outlook 2021 – Making Money in Volatile Markets | January 7, 2021
Oksana Poyaskova
Have the markets become totally disconnected from the economy?
Oksana Poyaskova
What do you think are most important factors affecting the stock market in 2021?
Oksana Poyaskova
Brendan Caldwell on BNN Bloomberg with Anne Gaviola | December 31, 2020
Oksana Poyaskova
I’ve read in the media that there has been a big rotation from ‘new technology’, or ‘stay home’ stocks into more traditional sectors like energy and transportation, in anticipation of the return to normal. What does this mean to my portfolio?
Oksana Poyaskova
Vaccines, New Coronavirus Strain & Province Wide Lockdowns | Episode 19.0 – December 23, 2020
Oksana Poyaskova
There is a difference with taxation of stocks in Canada and the USA regarding trade and settlement dates. Please explain.
Oksana Poyaskova
A Public Service Announcement from our Chairman: Support small business and shop local.
Oksana Poyaskova
There have been some articles in the papers regarding the government bailout money used to pay dividends to shareholders. What are your thoughts?
Oksana Poyaskova
Maybe it’s time to return to U.S. politics. Let’s discuss the Senate race in Georgia.
Oksana Poyaskova
November 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Small cap to watch: This steelmaker’s shares have doubled since September and analysts are racing to hike price targets (Jennifer Radman quoted) | The Globe and Mail
Oksana Poyaskova
So many are very excited about the roll out of the vaccines. Should I invest aggressively now?
Oksana Poyaskova
Vaccinations & Stock Markets | Episode 18.0 – December 10, 2020
Oksana Poyaskova
Let’s discuss banks. What were your thoughts of the Q4 bank earnings?
Oksana Poyaskova
Gold and cryptocurrency. The oldest store of value and the newest have much in common.
Oksana Poyaskova
You just finished reading a book on Winston Churchill by Erik Larson called The Splendid and the Vile. You had one great takeaway. What was it?
Oksana Poyaskova
The Globe and Mail: Three stock picks for the post-pandemic recovery from $220-million fund* manager Jennifer Radman
Oksana Poyaskova
Confidence in Our Economy & Why is the Stock Market so High? | Episode 17.0 – November 26, 2020
Oksana Poyaskova
So many events in the world this year have been out of our control. What hope can you point to for investors in the future?
Oksana Poyaskova
Governments have spent so much money during the pandemic, and now we need to prepare ourselves for higher taxes. What are your thoughts?
Oksana Poyaskova
Caldwell Canadian Value Momentum Fund Series A Wins 2020 Lipper Fund Award from Refinitiv
Oksana Poyaskova
Let’s talk about Paychex. They made some comments around new business startups that were surprising.
Oksana Poyaskova
Do you believe corporate earnings are still relevant?
Oksana Poyaskova
Q3 2020 | Caldwell Balanced Fund Commentary
Oksana Poyaskova
Caldwell Investment Management Ltd. Announces Change of the Investment Objective of the Caldwell Balanced Fund
Oksana Poyaskova
COVID-19 Cases, Vaccines & President Elect Joe Biden | Episode 16.0 – November 12, 2020
Oksana Poyaskova
There are upcoming changes to the Caldwell Balanced Fund. Can you tell us about them?
Oksana Poyaskova
COVID-19 has been a major disruptor in 2020, the year that we all would like to forget. But now there is talk about a vaccine.
Oksana Poyaskova
October 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Roy Green Show: Thomas Caldwell | November 7, 2020
Oksana Poyaskova
Last night was an epic, nail biter Presidential election. What does this mean for markets?
Oksana Poyaskova
Let’s talk about Q3 earnings beats & raises this year. It seems the market is reacting a bit differently to strong performance from companies.
Oksana Poyaskova
What Canadians Are Struggling With & U.S. Presidential Elections | Episode 15.0 – October 29, 2020
Oksana Poyaskova
Alternative Energy seems to be on everyone’ s mind these days. What can you tell us?
Oksana Poyaskova
Investors are inundated with negativity from every aspect, how can investors cope?
Oksana Poyaskova
You hear Tesla stock is very overvalued, but many investors are worried about missing out. What can you tell them?
Oksana Poyaskova
Let’s talk about inflation.
Oksana Poyaskova
Q3 2020 Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
Inflation, Markets & Presidential Election | Episode 14.0 – October 15, 2020
Oksana Poyaskova
We are seeing inflation with stocks, housing and art but not with other sectors. What has precipitated this?
Oksana Poyaskova
What do you look for before you invest in a company’s stock?
Oksana Poyaskova
Caldwell Investment Management Ltd. announces proposal to change the Investment Objective of the Caldwell Balanced Fund
Oksana Poyaskova
September 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Jennifer Radman on BNN Bloomberg with Andrew Bell | October 7, 2020
Oksana Poyaskova
Bring out your crystal ball. Who do you think will win the U.S. Election and what will happen to the stock market?
Oksana Poyaskova
We recently watched the first Presidential Debate. Any comments?
Oksana Poyaskova
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q4 2020
Oksana Poyaskova
1st Presidential Debate & Market Insights | Episode 13.0 – October 1, 2020
Oksana Poyaskova
You often use this phrase: “Bull markets climb a wall of fear”. Sounds like there is a lot happening in the markets these days.
Oksana Poyaskova
Markets have done extraordinarily well since governments began printing money, more so than individuals. Why?
Oksana Poyaskova
Brendan Caldwell on BNN Bloomberg with Andrew Bell | September 28, 2020
Oksana Poyaskova
The best time to plant a tree was years ago. The second best time is now. How can you use that phrase to help investors during COVID?
Oksana Poyaskova
How would you answer the question: “Why is government debt bad?”
Oksana Poyaskova
The Canadian and U.S. border Closure Extended Again | Episode 12.0 – September 16, 2020
Oksana Poyaskova
Every country has enormous amounts of debt. What does this mean for citizens and taxes?
Oksana Poyaskova
The pandemic has inflicted enormous amounts of changes in our daily lives and the economy. Businesses are failing and we are forced to behave differently. We are all adapting to these changes the best we can, but what about investments that our retirement relies on?
Oksana Poyaskova
August 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Central banks are printing money on an unprecedented scale. With more money in circulation, will my savings be hurt? What should I do financially to protect myself?
Oksana Poyaskova
I’ve heard you say that the markets are a little bit tired. What does that mean?
Oksana Poyaskova
Let’s talk about gold, since everyone is.
Oksana Poyaskova
This is a fascinating time we are living in. If you had to give the stock markets a personality, what personality would it be?
Oksana Poyaskova
How Has COVID Been a Disrupter With All of Our Purchasing? | Episode 11.0 – September 2, 2020
Oksana Poyaskova
The market’s volatility over the first half of 2020 has prompted Investment Advisors to take a hard look at their product shelves.
Oksana Poyaskova
Explain active share and why it’s a key metric when analyzing a mutual fund.
Oksana Poyaskova
Explain down capture and why its a key metric when analyzing a mutual fund.
Oksana Poyaskova
Explain correlation and why its a key metric in analyzing a mutual fund.
Oksana Poyaskova
WP Canada: Industry news – Why investors need flexibility and liquidity in abruptly changing world
Oksana Poyaskova
Since central banks are printing a lot of money, the price of gold will go much higher. How can investors make sense of this and invest properly?
Oksana Poyaskova
We are less than 70 days to the U.S. elections. What are your thoughts regarding how emotionally charged it is?
Oksana Poyaskova
U.S. elections & Canda’s New Finance Minister | Episode 10.0 – August 20, 2020
Oksana Poyaskova
Can you give us some insights into Decentralized Decision Making from this Q2 earnings season?
Oksana Poyaskova
We’re in the middle of August. What is market sentiment?
Oksana Poyaskova
The world is in crisis mode, with all of the governments pandemic spending. What does it mean for Canada to have their Finance Minister step down during these times?
Oksana Poyaskova
July 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
The global economy, including Canada, is deep in a recession; but stocks are rising. How does one make sense of this?
Oksana Poyaskova
Let’s discuss the stock markets. Reality has just set in since it’s earning season. What does this mean going forward?
Oksana Poyaskova
Canadian Economy & Small Businesses | Episode 9.0 – August 5, 2020
Oksana Poyaskova
Can you give us some insights into Competitive Moats from this Q2 earnings season?
Oksana Poyaskova
Interest rates are still low and have been for some time. Where do you see interest rates going?
Oksana Poyaskova
Q2 2020 | Caldwell Balanced Fund Commentary
Oksana Poyaskova
Given the choice between a larger firm and an independent firm, what questions should investors be asking about where to put their money?
Oksana Poyaskova
Which economic theme has been coming through lately?
Oksana Poyaskova
Candian Economy & Market Outlook | Episode 8.0 – July 22, 2020
Oksana Poyaskova
Q2 2020 Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
Why invest in Canada?
Oksana Poyaskova
You often refer to Vince Lombardi’s video The Second Effort and there is one line in particular that you quote, “We do not exist in the abstract”. How has this quote affected the way that you do business?
Oksana Poyaskova
The interest rate curve has been steepening. What does that mean for the investor?
Oksana Poyaskova
You believe the markets represent value at this moment. What do you see that others don’t?
Oksana Poyaskova
June 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Roy Green Show: Thomas Caldwell | July 11, 2020
Oksana Poyaskova
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2020
Oksana Poyaskova
You have been working at the office throughout this crisis. What perspective has this given you on the markets?
Oksana Poyaskova
There has been a lot of discussion on “Group Think”, what are your thoughts about this?
Oksana Poyaskova
Fraudsters & Scammers | Episode 7.0 – July 8, 2020
Oksana Poyaskova
Caldwell Investment Management Ltd. announces risk rating change to the Caldwell U.S. Dividend Advantage Fund
Oksana Poyaskova
We’re in a new world and our new normal is going to be very different. What should we look out for in this new normal?
Oksana Poyaskova
What Should We Look For in the New World to Come? | Episode 6.0 – June 24, 2020
Oksana Poyaskova
What are the four themes in the Caldwell Canadian Value Momentum Fund today?
Oksana Poyaskova
People are focused on COVID-19 and forgetting about the big picture. What can you remind investors regarding their portfolios?
Oksana Poyaskova
Prices at the gas pumps have been going up but no one is supposed to go anywhere or do anything. What is going on?
Oksana Poyaskova
For years you have talked about quelling your emotions, and now we are in a pandemic these words are truer than ever.
Oksana Poyaskova
Looking into the future, do you think we will have inflation or deflation?
Oksana Poyaskova
Inflation and Deflation & Small Business Survival | Episode 5.0 – June 10, 2020
Oksana Poyaskova
May 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
The pandemic has caused a lot of damage to the economy, but stocks are going up. What should I do to position my portfolio properly?
Oksana Poyaskova
The markets seem to be unaffected with this pandemic. What are your thoughts on the markets going forward?
Oksana Poyaskova
Canadian Dollar Versus U.S. Dollar | Episode 4.0 – May 27, 2020
Oksana Poyaskova
What do you think a post COVID-19 world will look like for investors?
Oksana Poyaskova
How are you positioning your clients’ portfolios now and going forward?
Oksana Poyaskova
What are your thoughts on stagflation?
Oksana Poyaskova
What do you think is important for investors at the present time?
Oksana Poyaskova
What is the challenge and opportunity of investing in these COVID-19 markets?
Oksana Poyaskova
Empire Club of Canada – Making Money in Today’s Market | May 13, 2020
Oksana Poyaskova
How do we make money in volatile markets?
Oksana Poyaskova
April 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Roy Green Show: Thomas Caldwell | May 9, 2020
Oksana Poyaskova
What’s the most important investment lesson that you have learned during the COVID-19 pandemic?
Oksana Poyaskova
One of the issues with investing right now is that many investors don’t understand the products. What would you say to them?
Oksana Poyaskova
WP Canada: Industry news – Easing clients’ stress levels vital right now, says advisor
Oksana Poyaskova
Brendan Caldwell on BNN Bloomberg with Amanda Lang | April 30, 2020
Oksana Poyaskova
Post COVID-19 Markets & The Economy | Episode 3.0 – April 29, 2020
Oksana Poyaskova
Are you implementing a different strategy with your clients’ portfolios, looking towards a post COVID-19 world?
Oksana Poyaskova
There is talk about slowly opening up our city, our province and our country from the COVID-19 stay at home quarantine. What are your thoughts on the post COVID-19 world?
Oksana Poyaskova
Q1 2020 | Caldwell Balanced Fund Commentary
Oksana Poyaskova
WP Canada: Industry news – ‘I’m always looking at what’s been hammered down’
Oksana Poyaskova
There seems to be a bit of a calm with investors and things don’t seem to be as bad as they were two weeks ago. Have you had the same experience with your clients?
Oksana Poyaskova
Where do you see value in the markets?
Oksana Poyaskova
Investing & Retirement Investments | Episode 2.0 – April 15, 2020
Oksana Poyaskova
Q1 2020 Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
We have never experienced this and we’re trying to navigate through the COVID-19 pandemic. What are you telling your clients to help them get through these unprecedented times?
Oksana Poyaskova
There is a lot going on with social distancing and working from home. Where do we go from here?
Oksana Poyaskova
March 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Webinar: “Signposts” – Plotting a Course Through the Turbulence
Oksana Poyaskova
Roy Green Show: Thomas Caldwell | April 11, 2020
Oksana Poyaskova
What are the two key market drivers?
Oksana Poyaskova
Your grandfather shared some words of wisdom with you. What were they?
Oksana Poyaskova
Covid-19 Market Update Pilot | Episode 1.0 – March 26, 2020
Oksana Poyaskova
I’ve heard the phrase “flight to safety” many times in the past weeks. Where can an investor find safety in times like these?
Oksana Poyaskova
What do you mean by “Our business is not what people think it is”?
Oksana Poyaskova
Caldwell U.S. Dividend Advantage Fund Launches ETF Series and Declares Distributions for Q2 2020
Oksana Poyaskova
Roy Green Show: Thomas Caldwell | March 15, 2020
Oksana Poyaskova
February 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
You often say, “In volatile times when investors are emotional, the job of the media is to create bargains for us”. Please explain.
Oksana Poyaskova
In response to potential quarantines, people are rushing to supermarkets stocking up on daily necessities. What does that mean for the industry?
Oksana Poyaskova
It has been a challenging time for the health of the world medically and financially. What are your thoughts regarding the Coronavirus and the stock market?
Oksana Poyaskova
Back in December 2018 you wrote a piece that was published in the Globe and Mail Opinion called “Making sense of the current market volatility”. Seems like nothing has changed regarding volatility over the past year.
Oksana Poyaskova
As a fund manager, how are you navigating the Coronavirus sell-off with your Canadian equity strategy?
Oksana Poyaskova
Roy Green Show: Thomas Caldwell | February 29, 2020
Oksana Poyaskova
I’ve heard you say “Don’t get focused on indices”. What is your thought process?
Oksana Poyaskova
For Investment Advisors that have been helping clients for some period of time, what questions should they be asking themselves about how to build their business?
Oksana Poyaskova
January 2020 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Element Fleet is one of the holdings in the Caldwell Canadian Value Momentum Fund. Tell us about it.
Oksana Poyaskova
You are passionate about sales and tell others to stretch their sales muscles. What do you mean by that?
Oksana Poyaskova
How should we position our portfolios against volatility from this outbreak of the Coronavirus?
Oksana Poyaskova
Part of sales is being relevant in people’s lives. What do you do to be helpful to others?
Oksana Poyaskova
Roy Green Show: Thomas Caldwell | February 1, 2020
Oksana Poyaskova
Motorola Solutions is one of the holdings in the Caldwell U.S. Dividend Advantage Fund. Tell us about it.
Oksana Poyaskova
You believe that we are over “news’d”, but that is actually good for investors. How so?
Oksana Poyaskova
You passionately speak about the importance of spirit in our business. Would you elaborate?
Oksana Poyaskova
We’re already 3 weeks into 2020 & people have focused on their goals. What are you most excited about in 2020? What gives you the power to make a difference to your clients?
Oksana Poyaskova
Caldwell Canadian Value Momentum Fund Winner of the 2019 FundGrade A+ Award for Outstanding Performance
Oksana Poyaskova
BNN Bloomberg: Market Call with William Chin | January 21, 2020
Oksana Poyaskova
Last week we spoke about goals. This week, let’s talk about value propositions. What can you do to help someone else?
Oksana Poyaskova
I have heard around this time of year, families gather around the dinner table, and stock tips are discussed, and then money tends to go into the stock market. This tendency was described by someone I saw on TV and it’s called seasonality. How can someone profit from seasonality?
Oksana Poyaskova
Roy Green Show: Thomas Caldwell | January 18, 2020
Oksana Poyaskova
Q4 2019 | Caldwell Balanced Fund Commentary
Oksana Poyaskova
Please explain downside capture and why does it matter to investors?
Oksana Poyaskova
We’re in the beginning of 2020. Everyone comes up with resolutions and goals. What’s the best way to keep them?
Oksana Poyaskova
December 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
BNN Bloomberg: Market Call with Jennifer Radman | January 9, 2020
Oksana Poyaskova
Let’s discuss networking. What do you do when you meet someone at an event and they give you their business card?
Oksana Poyaskova
It seems to me that the U.S. and China are having more disagreements over protection of human rights, intellectual property and disputes over trade. When do you think a trade deal will come so investors like me can feel more at ease?
Oksana Poyaskova
Even though we have discussed impeachment before, the story continues. Now that President Trump has been impeached, how will this impact markets and investors?
Oksana Poyaskova
In the olden days, when a stock reached $100+ the company would split the stock. These days, stocks are soaring past $300. Why are we no longer seeing stock splits?
Oksana Poyaskova
November 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
You were a panelist at the Wealth Professional Women in Wealth conference. Can you walk us through how you think about the gender gap in the wealth management industry?
Oksana Poyaskova
You were just at an event and the discussion was facial expressions. Are facial expressions the pathway to your passion?
Oksana Poyaskova
The Caldwell U.S. Dividend Advantage Fund merged with the Clearpoint Global Dividend Fund. Please tell us about the merger.
Oksana Poyaskova
Please tell us about the correlation between low interest rates and their fuel for higher stock prices.
Oksana Poyaskova
You talk about “Sales Muscles”, if you don’t use them, you lose them. Tell us about it.
Oksana Poyaskova
The Caldwell U.S. Dividend Advantage Fund made changes in October 2019. One of the changes was fees. Tell us about the fee changes.
Oksana Poyaskova
What do you think of the impeachment hearings? How can we position our investments in light of this?
Oksana Poyaskova
Let talk about investing. People’s needs are broader and deeper than just discount trading and fees. What are your clients’ needs vs talking about fees?
Oksana Poyaskova
I’m a little confused. Why would anyone invest in negative interest rate bonds? What are their benefits?
Oksana Poyaskova
You have been discussing teams lately. What is the importance of a team?
Oksana Poyaskova
Caldwell Canadian Value Momentum Fund Series A Wins 2019 Lipper Fund Award From Refinitiv
Oksana Poyaskova
The Bank of Canada is the only central bank in the industrial world that has been refusing to lower its key interest rate. I am worried about our economy. If the Canadian economy weakens, will my stock holdings go down in value?
Oksana Poyaskova
You use the phrase “the big con”, what do you mean by that?
Oksana Poyaskova
October 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Would you please explain the relationship between low interest rates and stock prices?
Oksana Poyaskova
Caldwell Investment Management Ltd. Announces Completion Of Merger Of Clearpoint Global Dividend Fund And Caldwell U.S. Dividend Advantage Fund
Oksana Poyaskova
You have a theory about the underlying long-term force of supply and demand. What is it?
Oksana Poyaskova
What can you tell me about fees and the role of the Investment Advisor?
Oksana Poyaskova
Canadian Investment Review: What can institutional investors expect from markets with a Liberal minority government? (Thomas S. Caldwell quoted)
Oksana Poyaskova
Let’s talk about last night’s Canadian election – about nothing.
Oksana Poyaskova
I keep hearing about ‘Brexit’, the UK leaving the Eurozone, and the U.S./China trade war, and I am getting tired, worried and confused. What should I do about my investments?
Oksana Poyaskova
Bloomberg – Expect Bigger Deficits and Energy Unease Under a Trudeau Minority (Thomas S. Caldwell quoted)
Oksana Poyaskova
Q3 2019 | Caldwell Balanced Fund Commentary
Oksana Poyaskova
Caldwell Investment Management Ltd. Announces Unitholder Approval of Merger Proposal
Oksana Poyaskova
Caldwell U.S. Dividend Advantage Fund Fee Reduction
Oksana Poyaskova
What does safety mean to you?
Oksana Poyaskova
You were just quoted in the Globe and Mail, ROB section, regarding the “IPO market dries up as young companies look to private capital”. What is happening in the capital markets now?
Oksana Poyaskova
September 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Every conversation you hear these days is about impeachment. Let’s talk about impeachment.
Oksana Poyaskova
What excites you about the markets these days, especially pre-election?
Oksana Poyaskova
Let’s talk about inertia and success from a business point of view.
Oksana Poyaskova
Circular: Clearpoint Global Dividend and Caldwell U.S. Dividend Advantage Funds
Oksana Poyaskova
Caldwell Investment Management Ltd. announces proposal to merge Clearpoint Global Dividend Fund into Caldwell U.S. Dividend Advantage Fund
Oksana Poyaskova
Impeachment seems to be the “hot” word right now. What does this mean for markets?
Oksana Poyaskova
I have heard from the media that there have been large rotations within the stock market, investors are rotating between growth and value stocks. Is this something that I should expect my portfolio manager to be doing, to make me more money?
Oksana Poyaskova
There seems to be a lot of noise and negativity floating around in the news. What’s really happening here? What’s the big picture?
Oksana Poyaskova
August 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Jennifer Radman interviewed by the Globe and Mail
Oksana Poyaskova
You just wrote a piece titled “Where are the bargains?” Please tell us about it.
Oksana Poyaskova
Now that the summer months are over, what are you most looking forward to this fall regarding the markets?
Oksana Poyaskova
You believe the market now, in September 2019, has an “upward bias”. Why?
Oksana Poyaskova
What is your best advice to investors for the rest of this year?
Oksana Poyaskova
We’re more than half way through 2019, where do you see the bargains?
Oksana Poyaskova
Why do you see more companies go from a publicly traded company to a private one?
Oksana Poyaskova
July 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
You are known as a value investor, meaning you are always looking for bargains. How do you find bargains?
Oksana Poyaskova
It’s August 2019, why are markets so volatile right now?
Oksana Poyaskova
Q2 2019 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
We seem to have a lot of volatility this August 2019. What’s all of this turmoil pointing to in the future?
Oksana Poyaskova
Listening to the news, the trade war between the U.S. and China is driving stocks lower. Should I take precautionary measures in my investments?
Oksana Poyaskova
Sean Tascatan Interviewed by the Globe and Mail
Oksana Poyaskova
Increasingly, investors are making their decisions based upon owning stock indicies. Does this make sense?
Oksana Poyaskova
I heard a lot about risk and reward, and how risk levels are rising due to trade wars and instabilities in the Middle East and around the world. How can I lower the level of risk in my portfolio?
Oksana Poyaskova
You love to go sailing. How does that help you navigate the markets?
Oksana Poyaskova
When investing in a private company, what do you look and hope for?
Oksana Poyaskova
You wanted to do another book review: Mindset by Carol S. Dweck. How did it resonate with you?
Oksana Poyaskova
Every year you make a point of scheduling an hour a week with our interns. It’s important to nurture the next generation, but you get a lot out of it? What does it do for you?
Oksana Poyaskova
Q2 2019 | Caldwell Balanced Fund Commentary
Oksana Poyaskova
June 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Proposed Change of Manager of Clearpoint Short Term Income Fund
Oksana Poyaskova
There has been talk that these markets are reminiscent of 1987? What do you think?
Oksana Poyaskova
Jennifer Radman quoted by Huffington Post
Oksana Poyaskova
What do you think is the biggest misconception about the financial industry?
Oksana Poyaskova
Jennifer Radman Interviewed by Wealth Professional Canada
Oksana Poyaskova
Why is it important for investors to have a diversified portfolio?
Oksana Poyaskova
Let’s talk about the price of gold. It’s at multi-year highs. What’s driving this?
Oksana Poyaskova
The media is full of scary headlines about trade wars and the possibilities of recessions, but stocks keep going up. Should I be afraid? Should I be reducing my investments?
Oksana Poyaskova
You often quote Vince Lombardi from his movie the Second Effort. What did you learn when you just re-watched it with our interns?
Oksana Poyaskova
May 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
What do you say to investors when they ask why their portfolio is not mirroring the markets?
Oksana Poyaskova
Caldwell Investment Management Ltd. Announces Name Change of “Clearpoint Global Dividend Fund” to “ADVANCE Dividend Plus Fund” and Assumption of Fund Functions Previously Performed by Nine Gates, LLC
Oksana Poyaskova
You always talk about Lombardi time. What exactly is it?
Oksana Poyaskova
Finance is Personal with Jackie Sanz – Part 2 | June 1, 2019
Oksana Poyaskova
You just read “The Talent Code: Greatness Isn’t Born. It’s Grown. Here’s How” by Daniel Coyle. Tell us about it.
Oksana Poyaskova
What are the top 3 things that influence markets and cause them to change?
Oksana Poyaskova
The Importance of Financial Advice
Oksana Poyaskova
In your Success Dictionary, under the word “invest”, you say “invest in yourself, your business and your career.” This is important and applies to everyone. Can you please elaborate?
Oksana Poyaskova
What are you looking for when investing in a company?
Oksana Poyaskova
Let’s talk about risk. People take on risk in their portfolios, their daily lives and their future. Why is risk important?
Oksana Poyaskova
April 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
I keep hearing about how the stock market is volatile and expensive, but, at the same time, how the Canadian economy has to overcome many challenges: housing, high debt levels, trade wars and our deteriorating status among international investors. As a retail investor, how do I navigate these choppy waters?
Oksana Poyaskova
What are the benefits of investing with an Investment Advisor, rather than through an app?
Oksana Poyaskova
When you are at an event, what is the reoccurring question you’re asked regarding investing?
Oksana Poyaskova
Q1 2019 | Caldwell U.S. Dividend Advantage Fund Commentary
Oksana Poyaskova
The financial crisis happened over 10 years ago. Are there lessons that we have learned from that experience?
Oksana Poyaskova
March 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
It’s important for you that the companies you invest in have strong balance sheets. Can you explain why and how that thinking can apply to individuals and their cash planning?
Oksana Poyaskova
You like the “wobble” factor in the markets. What does that mean?
Oksana Poyaskova
Q1 2019 | Caldwell Balanced Fund Commentary
Oksana Poyaskova
What frustrates you most about the markets?
Oksana Poyaskova
What has changed in the first quarter of 2019 from the end of 2018?
Oksana Poyaskova
You have been in the industry for over 50 years, what still excites you the most about the industry and hasn’t changed since you began?
Oksana Poyaskova
I’m worried about all the issues facing the Canadian economy and the rather limited list of good companies to invest in. What should I do?
Oksana Poyaskova
With so many news headlines on a daily basis, how do you make investment decisions?
Oksana Poyaskova
February 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
Let’s discuss the value of advice. Is investment advice a commodity?
Oksana Poyaskova
Do you make your investment decisions based upon the politics of the day?
Oksana Poyaskova
Caldwell Canadian Value Momentum Fund Highlights
Oksana Poyaskova
Tactical Sovereign Bond Fund Highlights
Oksana Poyaskova
Caldwell North American Fund
Oksana Poyaskova
You mentioned in your Volatility write up that 10% of investors are actually looking at corporate fundamentals. What is your investment discipline?
Oksana Poyaskova
Caldwell Investment Management Ltd. announces risk rating change to the Clearpoint Short Term Income Fund
Oksana Poyaskova
How do you choose a company to invest in?
Oksana Poyaskova
What is the key component in investment success? Information?
Oksana Poyaskova
U.S. companies continue to report fourth quarter and full year earnings. Can you walk us through the major themes in these earnings results?
Oksana Poyaskova
Choose one word of wisdom to help out entrepreneurs.
Oksana Poyaskova
January 2019 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
January 2019 | Tactical Sovereign Bond Fund Highlights
Oksana Poyaskova
What kept you up at night when you started your firm?
Oksana Poyaskova
What should investors do in these volatile markets to protect themselves?
Oksana Poyaskova
January 2019 | Caldwell Balanced Fund Highlights
Oksana Poyaskova
January 2019 | Caldwell Canadian Value Momentum Fund Highlights
Oksana Poyaskova
How do people quell their emotions with stock markets bouncing around so much and so quickly?
Oksana Poyaskova
“A.O. Smith’s correction was too harsh” – the “Les Affaires” interview with Sean Tascatan
Oksana Poyaskova
Where do you think the stock market is going from here?
Oksana Poyaskova
Caldwell Canadian Value Momentum Fund Winner of the 2018 Fundgrade A+ Award for Outstanding Performance
Oksana Poyaskova
January 2019 | The Critical Investment Question
Oksana Poyaskova
December 2018 | Tactical Sovereign Bond Fund Highlights
Oksana Poyaskova
December 2018 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
December 2018 | Caldwell Canadian Value Momentum Fund Highlights
Oksana Poyaskova
December 2018 | Caldwell Balanced Fund Highlights
Oksana Poyaskova
December 2018 | Caldwell Balanced Fund Commentary
Oksana Poyaskova
HiFi Radio with “The Wolf on Bay Street” Wolfgang Klein: Jennifer Radman | January 5, 2019
Oksana Poyaskova
December 2018 | Market Volatility – A Perspective
Oksana Poyaskova
November 2018 | Tactical Sovereign Bond Fund Highlights
Oksana Poyaskova
November 2018 | Caldwell Balanced Fund Highlights
Oksana Poyaskova
November 2018 | Caldwell Canadian Value Momentum Fund Commentary
Oksana Poyaskova
November 2018 | Caldwell Canadian Value Momentum Fund Highlights
Oksana Poyaskova
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October 2018 | Caldwell Canadian Value Momentum Fund Commentary
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October 2018 | Caldwell Canadian Value Momentum Fund Highlights
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September 2018 | Caldwell Balanced Fund Commentary
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July 2018 | Caldwell Canadian Value Momentum Fund Commentary
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The team at Caldwell Investment Management Ltd. mourns the loss of our great friend and colleague Doug McIlroy
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July 2018 | Caldwell Balanced Fund Highlights
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June 2018 | Caldwell Canadian Value Momentum Fund Commentary
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June 2018 | Caldwell Balanced Fund Highlights
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June 2018 | Caldwell Income Fund Highlights
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Caldwell Income Fund Announces Proposed Reduction of Fees and Fund Enhancements Designed to Improve Returns and Reduce Risk
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May 2018 | Caldwell Canadian Value Momentum Fund Commentary
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May 2018 | Caldwell Income Fund Highlights
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April 2018 | Caldwell Balanced Fund Highlights
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April 2018 | Caldwell Canadian Value Momentum Fund Highlights
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March 2018 | Caldwell Canadian Value Momentum Fund Highlights
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February 2018 | Caldwell Canadian Value Momentum Fund Commentary
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January 2018 | Caldwell Income Fund Highlights
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BNN: Market Call Tonight with Jennifer Radman | January 24, 2018
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December 2017 | Caldwell Balanced Fund Commentary
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November 2017 | Caldwell US Dividend Advantage Fund Report
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BNN: Market Call with William Chin | November 23, 2017
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October 2017 | Caldwell Canadian Value Momentum Fund Commentary
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BNN: Market Call with Brendan Caldwell | November 13, 2017
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October 2017 | Caldwell Balanced Fund Highlights
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BNN: Market Call with Jennifer Radman | November 8, 2017
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October 2017 | Bond Strategy Update
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September 2017 | Caldwell Balanced Fund Highlights
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September 2017 | Caldwell US Dividend Advantage Fund Report
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August 2017 | Caldwell Balanced Fund Highlights
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August 2017 | Caldwell Canadian Value Momentum Fund Highlights
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National Post: Are You Truly Diversified? | September 7, 2017
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July 2017 | Caldwell Income Fund Highlights
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July 2017 | Caldwell Canadian Value Momentum Fund Commentary
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June 2017 | Caldwell US Dividend Advantage Fund Report
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BNN Investor Challenge | July 20, 2017
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BNN: Interview with Brendan Caldwell | July 17, 2017
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Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Third Quarter of 2017
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June 2017 | Caldwell Balanced Fund Commentary
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June 2017 | Caldwell Canadian Value Momentum Fund Highlights
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June 2017 | Caldwell Canadian Value Momentum Fund Commentary
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May 2017 | Caldwell US Dividend Advantage Fund Report
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May 2017 | Caldwell Canadian Value Momentum Fund Commentary
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Globe Investor: What Caldwell’s Jennifer Radman is buying, selling, and regretting | June 7, 2017
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BNN: Interview with Brendan Caldwell | June 8, 2017
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May 2017 | Caldwell Canadian Value Momentum Fund Holdings
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May 2017 | Caldwell Balanced Fund Holdings
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March/April 2017 | Caldwell Balanced Fund Commentary
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April 2017 | Caldwell US Dividend Advantage Fund Report
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Bloomberg Interview with Jennifer Radman | May 18, 2017
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April 2017 | Caldwell Canadian Value Momentum Fund Commentary
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BNN: Interview with Jennifer Radman | May 9, 2017
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April 2017 | Alternative Investments and the Global Macro Strategy
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April 2017 | Caldwell Canadian Value Momentum Fund Holdings
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April 2017 | Caldwell Balanced Fund Holdings
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March 2017 | Caldwell US Dividend Advantage Fund Report
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Investor Challenge: Money managers face off for charity | April 18, 2017
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Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Second Quarter of 2017
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March 2017 | Caldwell Canadian Value Momentum Fund Commentary
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March 2017 | Caldwell Canadian Value Momentum Fund Holdings
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March 2017 | Caldwell Balanced Fund Holdings
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February 2017 | Caldwell US Dividend Advantage Fund Report
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February 2017 | Caldwell Canadian Value Momentum Fund Holdings
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January/February 2017 | Caldwell Balanced Fund Commentary
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February 2017 | Caldwell Balanced Fund Holdings
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February 2017 | Caldwell Canadian Value Momentum Fund Commentary
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BNN’s Market Call with William Chin | March 8, 2017
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Bloomberg Interview with Jennifer Radman | February 14, 2017
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January 2017 | Caldwell Canadian Value Momentum Fund Commentary
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January 2017 | Caldwell Canadian Value Momentum Fund Holdings
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January 2017 | Caldwell Balanced Fund Holdings
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BNN Interview with Brendan Caldwell | February 1, 2017
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December 2016 | Caldwell Balanced Fund Commentary
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December 2016
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Caldwell Canadian Value Momentum Fund Holdings – December 2016
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Caldwell Canadian Value Momentum Fund Commentary – Full Year 2016
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Balanced Fund Report May 2014
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Balanced Fund Report April 2014
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April 2014
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April 2014
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Balanced Fund Report March 2014
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March 2014
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March 2014
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Balanced Fund Report February 2014
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February 2014
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February 2014
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Balanced Fund Report January 2014
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January 2014
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January 2014
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Balanced Fund Report December 2013
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December 2013
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December 2013
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Balanced Fund Report November 2013
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November 2013
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November 2013
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Balanced Fund Report October 2013
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October 2013
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October 2013
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Balanced Fund Report September 2013
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September 2013
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September 2013
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Balanced Fund Report August 2013
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August 2013
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August 2013
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Balanced Fund Report July 2013
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July 2013
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July 2013
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Balanced Fund Report June 2013
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June 2013
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June 2013
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Balanced Fund Report May 2013
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May 2013
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April 2013
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March 2013
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Caldwell Mutual Funds 2010 Lipper Award Winner
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Caldwell Mutual Funds 2008 Lipper Award Winner

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