Home Dean DiSpalatro

How should you measure performance?

  • August 13, 2014 August 13, 2014
  • 00:00

Group RESPs can be great, but their rigid payment schedules may not be your best savings plan.

  • July 25, 2014 August 1, 2018
  • 00:00

Last week the TSX hit a record high, leaving many wondering if there’s upside left. There is, if you look in the right places.

  • June 25, 2014 August 21, 2018
  • 00:00

When diversification among traditional asset classes isn’t working, try alternatives, said a panel at an Alternative Investment Management Association of Canada event in Toronto.

  • June 19, 2014 August 21, 2018
  • 00:00

ETFs continue to grow in popularity, and your advisor may have recommended them. Here are some of the strategies he or she will use to ensure you get what you ask for, and at a reasonable price. HOW AND WHEN TO TRADE First, when trading, an advisor will use limit orders instead of market orders. […]

  • June 17, 2014 August 1, 2018
  • 00:00

Some investors aren’t convinced fees associated with actively managed mutual funds are worth it and opt for portfolios built exclusively with Exchange Traded Funds.

  • June 17, 2014 August 1, 2018
  • 00:00

Rob’s dutifully filed tax returns in Canada and the U.S. But a recent conversation with a friend revealed he’s one of many Americans living in Canada who hasn’t been getting them right due to poor financial advice.

  • June 16, 2014 August 21, 2018
  • 06:00

Regulatory pressure. Interest rates. Client risk classifications. These three main factors will shape the future of permanent insurance products, said Paul Fryer, vice president of individual business management at Sun Life Financial, at CAILBA’s annual conference in Toronto.

  • June 9, 2014 August 21, 2018
  • 10:15

Alexandra Horwood strikes gold early on.

  • June 6, 2014 August 21, 2018
  • 00:06

Four times when clients shouldn’t follow conventional wisdom

  • June 6, 2014 September 6, 2018
  • 00:05