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Oct 17, 2018
Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when someone passes. There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
Aug 15, 2018
When your goals or life situation changes, your portfolio may need to change too. Here are three illustrations of how we might adjust your portfolio as your life changes.
Aug 1, 2018
Investor personality – essentially, your tolerance to risk – is critical in determining your asset allocation when establishing your portfolio. Here are three examples of how investor personality affects investment management decisions.
Aug 1, 2018
Since 2010, growth stocks have outperformed value stocks by a large margin. However, if cumulative returns are measured over the past 40 years, value stocks hold the advantage. While investment style fads come and go, disciplined, diversified investing will never go out of style.
Jul 26, 2018
Your time horizon is the time period chosen until you plan to access all or the majority of the funds you’ve invested. It’s a critical part of your investment strategy because our goal is to help make sure your money is there when you need it.