Given the rise in interest rates since the start of 2022, there has understandably been greater interest in low-risk,...
A TAX EFFICIENT ALTERNATIVE TO GICs: CONSIDER THE BENEFITS OF DISCOUNTED BONDS
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HIGHER FOR LONGER INTEREST RATES? HISTORICAL PERSPECTIVES ON THE EQUITY MARKETS
Since the summer, bond yields have risen rapidly. In April, the U.S. 10-year Treasury yield hovered around 3.3...
INVESTMENT TACTICS DURING UNCERTAIN TIMES
After a volatile 2023 in the financial markets, one of the by- products has been that some investors feel inclined to...
THE INVESTING ROAD IS A LONG ONE
As we look forward to another year, after the financial market volatility we experienced in 2023, it may take...
For High-Net-Worth Investors: Life Insurance for Education Planning
For high-net-worth (HNW) investors, life insurance may provide benefits beyond protection, including helping to...
CPP: FOUR THINGS YOU MAY NOT KNOW
The Canada Pension Plan (CPP) has been in the spotlight as the Alberta government proposes creating its own retirement...
BEYOND ESTATE PLANNING: FOR 2024, UPDATE YOUR FINANCIAL INVENTORY
As we enter a new year, and in this time of resolutions, why not resolve to take stock of your financial inventory?...
The Challenges of Women and Wealth Accumulation
Are there gender differences that impact the way we accumulate and manage wealth? In the past, studies have suggested...
IN BRIEF: REASONS FOR DIVERSIFICATION
In many aspects, the economies of Canada and the U.S. share similarities as developed countries ranked among the top...
Credit Scores: When Was the Last Time You Checked?
It has been said that “there are two things you should never be without: your reputation and your credit rating. You...