Skip to content

Resources Centre

Investor education, free of charge.

Guides, checklists and reference material written by our research team. Educational only — none of it constitutes personalised financial advice.

Guide

Gold Options Guide

How calls, puts, spreads and collars are used to shape defined-risk exposure to gold.

PDF · 18 pages Request
Guide

Gold Investment Guide

Bullion, ETFs, miners and options compared, with the trade-offs of each route to exposure.

PDF · 22 pages Request
Reference

Investor FAQ

Plain-language answers to the questions we are asked most often by new clients.

PDF · 9 pages Request
Research

Market Outlook

Our current view on rates, inflation, precious metals and gold market activity.

PDF · 12 pages Request
Compliance

Risk Disclosure

The material risks of the strategies discussed on this website, set out in full.

PDF · 7 pages Request
Checklist

Due Diligence Checklist

A practical checklist for evaluating any investment opportunity presented to you.

PDF · 4 pages Request
Reference

Tax Considerations

General Canadian tax considerations for investors in metals and equities. Not tax advice.

PDF · 11 pages Request
Glossary

Investment Terminology

A working glossary of the terms used across our research and client reporting.

PDF · 14 pages Request

Prefer to talk it through?

Our team will walk you through any of these materials on a call and answer questions specific to your situation.

Consultations are confidential and without obligation.

This website is provided for informational and educational purposes only and should not be considered personalised financial advice. Read our Risk Disclosure.

Schedule consultation