As our business has grown, we have become a valuable resource for a number of well respected financial publications. On a regular basis, our comments and opinions can be found in many national publications. A few of our recent articles is listed below.

Low Interest Rates and Yields Push Money Market Funds to Trim Fees- Shirly Won
July 13, 2009- Globe and Mail

Independent analyst Dave Paterson said the choice for fund companies is to let the price of a money
market fund "erode below $10, which I think would be disastrous, or they have to absorb the fees. The
reputational risk of letting it drop below 10 bucks is huge."

Volatilty Kills Appetite for Sector Funds - Shirly Won
June 12, 2009- Globe and Mail

Independent fund analyst Dave Paterson suggested that a lot of financial advisers are also now focusing on building core portfolios for their investors following last year's global stock market collapse. "I think that is what spurred a lot of advisers to go back and focus on the basics," said Mr. Paterson, adding that many of them are also feeling the strain of following 300 to 400 funds.


Five Fund Picks for a market downturn- Helen Burnett-Nichols
September 2008 - GlobeInvestor Magazine

Dave Paterson, an independent fund analyst with Paterson & Associates in Toronto says that many of his picks tend to be more value-based, favouring funds that tend to be less volatile than their peer group over all, and deliver a comparable level of return. Here are Mr. Paterson’s top five picks of funds with low volatility that can do best in downturns.

BNN's Mutual Fund Monday's with Marty Cej
Monday April 28, 2008 - Business News Network

Dave chat's with Marty Cej about Canadian Mutual Funds.

Playing it safe on the battlefield - Theresa Ebden
Wednesday, February 27, 2008 - Globe & Mail

Deciding how conservative to be with your investments can be a lot like deciding what to wear for a special occasion.

Inside Sprott - Rob Carrick
Thursday, February 21, 2008 - Globe & Mail

A behind the scenes look at Sprott Asset Management.

Why Should I Care about the Credit Crunch - Gary Marr & Jonathan Chevreau
Tuesday, January 15, 2008 - Financial Post

Forget tomorrow, Canadians are already getting hit in the pocketbook by the debt-market crisis, and it could get a lot worse.

F-Class mutual funds fail to take the market by storm - Gordon Powers
Tuesday, November 13, 2007 - Investment Executive

Tepid response is the result of pricing and the growing availability of other fund classes

Benchmarks for the Real World - Richard Croft
Friday, August 24, 2007 - Financial Post

Richard Croft talks about how to construct appropriate benchmarks.

Shannon to stick close to home
Tuesday, January 9, 2007 - Financial Post

Domestic Funds with be 90% Canadian

Product Due Diligence - Key Points to Consider
Winter 2006 Edition - Independent Financial Broker Newsletter "The Independent"

Product Due Diligence is fast becoming a very important part of any financial advisors business. This article highlights some of the key points an advisor should consider when incorporating due diligence in their practice.

Leave Room on the Shelf for Ethical Funds - by Jonathan Chevreau
Monday, September 25, 2006 - Financial Post

74% of Canadians expect advisors to recommend SRI's.

Due Diligence is a Serious Responsibility - by Stewart Lewis
Wednesday, August 30, 2006 - Investment Executive

There are key areas to watch, whether reports are done by an in-house committee or contracted out to a service

Now is not the time for ninth inning heroics - Jonathan Chevreau
Monday, August 14, 2006 - Financial Post

Jonathan Wellum's return to AIC Funds has not been easy. In his first incarnation as lead manager of the flagship AIC Advantage Fund, Wellum could do no wrong. In the 1990s, the fund's heavy focus on financial services worked out well, giving advisors an "advantage" over those recommending more diversified Canadian equity funds.

Dress up your holdings with some Stars & Stripes - Rob Carrick
Saturday, August 12, 2006 - The Globe and Mail

When the U.S. Federal Reserve Board halted a two-year run of interest rate increases on Tuesday, it provided some fuel for U.S. stocks that should help them outperform the Canadian market over the next 18 months.

Why you should protect yourself by avoiding PPN's - Rob Carrick
Tuesday, March 21, 2006 - The Globe and Mail

Those supersafe PPNs -- you get your money back at worst -- are actually one of the nastiest investments to come along in years when you consider the lack of information about fees and other important matters.

To find out more about Paterson & Associates or Dave Paterson, please contact us