You’ve made your RRSP and TFSA contributions. You’ve done your end-of-year tax-loss selling. You’ve contributed to registered charities. You’ve done all the right things to manage your taxes. Now that March is here...
It’s that time of year again when many investors look at their portfolios and make their annual RRSP contributions. The variety of investment options can be stressful and confusing, causing some investors to...
A new year raises a number of questions for investors. How will stock markets perform? When will interest rates go up? And what rules have changed that will affect assets or tax and...
When it comes to investing, the traditional asset-allocation rule goes something like this: Start with 100. Subtract your age. That’s the percentage of your portfolio that should be invested in stocks. The balance...
Jim Gilliland, CFA President & CEO, Head of Fixed Income The past year has been marked by record high stock-market performances and signs of cautious growth in some of the world’s economies...
Some recent high-profile divorce and estate cases among the ultra-rich, such as Vancouver’s Aquilini family or the Wal-Mart heirs in the U.S., could lead a person to believe that trusts are a powerful...
With the recent rise in interest rates, investors are becoming concerned about a number of things — in particular, the bond portion of their portfolios. That’s because bond prices have an inverse relationship...
Brad Chapman, LLBManager of Legal/Compliance September means back to school and work after summers spent at the beach and on sun-soaked vacations. Amid the ramp-up in activity, investors often use this time of...
Capital markets can be fairly quiet in the summer, when many investors go on vacation and take breaks from their portfolios. This hasn’t been the case this year, however, as equity markets...
Interest rates have been at historic lows for the past several years, in part due to the U.S. government’s bond-buying program designed to support the economy. Since U.S. Federal Reserve Chairman Ben Bernanke...
As a follow up to the piece we published last year titled, ETFs: Pros, Cons and Misconceptions, which compared ETFs to actively managed mutual funds we would like to highlight the article How...
What the brochures and emails don’t include are the answers to the hard questions every investor should ask when deciding who will manage their investments. It’s up to investors to educate themselves to...
