Matt Buie B.Sc., CFP® Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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Dynamic Hedging – Making Your Dollar Go Further
July 03, 2020 • Portfolio Construction
As volatility continues to permeate the investment landscape, particularly in currency movements, CI Multi-Asset Management has employed a new dynamic currency hedging strategy across their portfolios to mitigate risk and make your dollar go further.
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When to make a move to safety
June 18, 2020 • Retirement Planning
There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
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Can you retire earlier?
June 18, 2020 • Retirement Planning
You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
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How to make tax-smart RESP withdrawals
June 18, 2020 • Financial Planning
Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.
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Does it pay to renovate?
June 18, 2020 • Lifestyle
Can you guess which two rooms you can renovate to bring the highest return on investment? The answer is here, along with other helpful information about the financial side of home renovation.
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When to review your estate plan
June 18, 2020 • Estate Planning
You may be surprised by the number of life situations that call for changes to an estate plan. We’ll cover the situations that might prompt you to review yours.
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The COVID-19 Pandemic – Where Are We Now?
June 02, 2020 • Portfolio Construction
As markets begin to stabilize and economies slowly reopen, the CI Multi-Asset Management team takes a look back at how markets have reacted through the COVID-19 pandemic and what lays ahead for their portfolio positioning strategies.
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Estate Planning During COVID-19
May 22, 2020 • Estate Planning
The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know.
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Beware the Ides of March
May 08, 2020 • Portfolio Construction
The fiscal and monetary policy actions announced over the past few weeks have been crucial to supporting individuals and businesses, but the long-term impact on central banks and financial markets could be just as significant.
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Help Flatten the Curve by Going Paperless with Assante InvestorOnline
April 10, 2020 • Technology, Security
Even with our office closed, finding convenient and secure solutions for sharing confidential communications and documents about your account with you is my priority.
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