Investor education 

  • Longevity Risk – Canadians are living longer and longer. Most of us will likely see our 80th birthday and a growing number of us are expected to live to 100.
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  • Currency Risk – Canadians love to cross-border shop. The selection is broader, the prices are better and there are plenty of opportunities to hunt for bargains.
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  • Risk Tolerance – Some people may find sky diving thrilling; others would rather keep their feet on the ground.
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  • Global Investing – Most Canadians have the vast majority of their wealth invested in domestic assets: homes, cottages, businesses, pensions, and investment portfolios.
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  • Funded Ratio – When it comes to your retirement, determining the size of your nest egg is key.
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  • Impact of Inflation – Canadian consumers are well aware of the impact of inflation on their household budgets.
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  • Prepare for Retirement – Determining how much savings or annual income you will need to fund your retirement can be difficult to pinpoint, but it is a critical component of defining your retirement lifestyle and goals.
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  • A primer on Bonds – Bonds and other fixed-income instruments may provide a counter-balance when combined with more volatile equities because bonds typically fluctuate less than, and at different times than, stocks.
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  • Funding a healthy retirement with tax-efficient income – One of the chief concerns for those in or nearing retirement is whether your income will be sufficient to meet your retirement spending needs. As investment portfolios gyrate along with the markets, it has become increasingly important to ensure that your retirement portfolio is designed to provide the cash flows necessary to help you meet your retirement goals.
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  • Understanding Mutual Fund Fees & Series – Understanding the variety of investment options and their associated fees is an important first step to creating an investment plan that can provide you with the outcome you seek. 
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  • Six Good Reasons – Financial markets often go through phases of relative calm followed by abrupt and often unanticipated spikes in volatility.
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  • Value of Advisor –  A relationship with your advisor can be one of your best investments.
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  • Dollar-cost averaging – It’s an age-old question many investors face. Whether the market has just enjoyed a healthy rise, endured a tough pull-back or is gyrating day-to-day with lots of volatility,
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  • The Rebalancing Reward – A successful investment strategy begins with an asset mix that best fits personal goals and preferences.
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