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Wealth Matters
Dec 18, 2018
This quarter, our wealth planning focus was on important things to consider in preparing powers of attorney. We also heard from John Hock, Chief Investment Officer of Altrinsic Global Advisors for the International Equity Value Pool.
Aug 27, 2018
This quarter, our wealth planning focus was on the importance of incorporating a legacy into your overall plan. We also heard from Robert Swanson, Principal & Chief Market Strategist of Cambridge Global Asset Management on the International Equity Growth Pool.
May 28, 2018
This quarter, our wealth planning focus was on the changes to the income splitting and passive investment income rules. We also heard from Chip McKinley, SVP of Cohen & Steers Inc. on their favourable outlook for real estate securities.
Mar 2, 2018
This quarter, our wealth planning focus was on what individuals should consider before drawing on government benefits. We also heard from Rick Vandale, Managing Director of Epoch Investment Partners on their U.S. Equity Value Pool.
Nov 27, 2017
This quarter, our wealth planning focus was on Finance’s proposed changes to the taxation of private corporations. We also heard from Peter Hofstra, Senior Portfolio Manager of Harbour Advisors on their Canadian Equity Value Pool.
Jul 18, 2017
This quarter, our wealth planning focus was on tax efficient alternatives to Tax-Free Savings Accounts. We also heard from Kamyar Hazaveh, Vice-President, Portfolio Management and Portfolio Manager, Signature Global Asset Management on their outlook for the global bond market.
Apr 26, 2017
This quarter, our wealth planning was on estate freezes and why they may be useful to business owners. We also heard from Samuel Sanom, Vice President and Equity Portfolio Specialist and Alan Matijas, CFA, Managing Director, Canada of Wellington Management on the U.S. equity market.
Mar 17, 2017
This quarter, our wealth planning focus was on taxation at death and what you can do to prepare for it. We also heard from Daniel Bubis, President and CIO of Tetrem Capital Management on their structured investment process.