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Investing with a Narrow Emotional Band

Updated: Mar 29, 2023

On Tuesday March 21st, Cliff and Mario hosted Ben Cotter - CFA, Partner, from Edgepoint, for a candid discussion on their firm's approach to investing.



Topics that were covered include:

  • Investing with a narrow emotional band

  • Stocks vs businesses

  • Price vs value

  • Looking past the short-term noise in the market with a repeatable approach

  • Stock market volatility can be an opportunity, and not a risk

  • Why investors are often their own worst enemy

About Ben Cotter:


Ben Cotter is a Relationship Manager at Edgepoint Wealth Management. His primary responsibility is to support financial advisors in Southwestern Ontario. Ben helps advisors understand Edgepoint's approach of investing like a rational business owner, as well as the behavioural biases clients may have that disrupt their ability to reach Point B. Prior to joining Edgepoint, he worked at RBC Dominion Securities as a Marketing and Administrative Assistant, and then at Guardian Capital as an Investment Services Director. Outside of work, Ben's interests often revolve around Rugby, as he played the sport competitively for 12 years in Canada and Ireland. Ben holds an Honours Bachelor of Arts degree from the University of Ottawa and is a CFA charterholder.


As always please don't hestiate to reach out to our team if you have any questions.

 
 
The | Steele Group / CI Assante Wealth Management

Assante Financial Management Ltd.

544 Hespeler Rd
Cambridge, ON N1R 6J8

Telephone: 1.519.622.3740

Fax: 1.519.622.0508

Toll-free: 1.888.824.4351

www.assante.com

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Assante Financial Management Ltd. (“AFM”) is a registered mutual fund and an exempt market dealer providing mutual fund products and investment services. AFM advisors are licensed to sell mutual funds, guaranteed investment certificates (“GICs”), government bonds and other securities that are subject to available regulatory exemptions and required proficiencies.

 

AFM is a member of the Canadian Investment Regulatory Organization (“CIRO”), the national self-regulatory organization (“SRO”) that oversees all investment dealers, mutual fund dealers and trading activity in Canada’s debt and equity marketplaces. To learn more about CIRO please visit Canadian Investment Regulatory Organization (ciro.ca).

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