2024 Federal Budget Update

On April 16, 2024, the federal government delivered its 2024 federal budget (“Budget 2024”), titled “Fairness for Every Generation”. Although Canada currently is governed by a minority Liberal government, their previously announced “confidence and supply” …

Future Investment Policy Decisions 2024

George & Bell Consulting hosted more than 150 people at the 19th Annual Future Investment Policy Decisions conference on January 25th at the Vancouver Convention Centre. The event was information-packed and intended to help our …

Why Investors Shouldn’t Hyper-focus on Market Cycles

In the current economic environment, which fluctuates between cautious optimism and pragmatic risk aversion, investors are increasingly recognizing the importance of evaluating investment performance over economic cycles. More so, these investors are having to question …

Truth and Reconciliation Day 2023

As we approach National Truth & Reconciliation Day, observed on September 30th, George & Bell wanted to acknowledge the significance of Indigenous Peoples and their cultural and historical significance in Canada. Our goal as a firm …

David Lee

David Lee’s “Semi” Retirement

Dear Trustees and Industry Colleagues: I hope you enjoyed our recent Future Investment Policies Decisions meeting. As part of the reception to mark my retirement, I had prepared some comments, including an important “Thank you” …