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The peak portfolio

As you cruise into your peak earning years—generally ages 45 to 55—your priorities change. And your portfolio needs to change along with them.

  • By: Staff
  • August 5, 2014 August 1, 2018
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Presentation: Your peak earnings years

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the opportunities and pitfalls clients face…

  • August 5, 2014 August 5, 2014
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Planner: Peak earning years priority list

Critical to-dos for your peak earning years (and why they’re critical)

  • August 5, 2014 August 5, 2014
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Worksheet: Canadian earnings chart

Charts like these can give clients a sense of where they stand on the earnings spectrum vis-a-vis their peers.

  • August 5, 2014 August 5, 2014
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Look to small caps for big returns

Find returns at established and profitable companies under the radar.

  • By: David Barr
  • July 30, 2014 August 1, 2018
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Risk aversion is a big risk

Aversion itself can be the biggest risk to meeting future income goals.

  • By: Staff
  • July 28, 2014 August 1, 2018
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Action idea – Avoid common RDSP mistakes

Need to get your client thinking about a Registered Disability Savings Plan? Try this tip next time you meet.

  • July 3, 2014 July 3, 2014
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Avoid common RDSP mistakes

Don’t be one of thousands of Canadians who neglect the possibilities of Registered Disability Savings Plans.

Use mortgage investments to diversify

Mortgage investment corporations can provide yield and help diversify your fixed-income portfolios.

What caused the last market collapse?

A straightforward explanation of the last market collapse.

Find investment opportunities in Europe

There are still opportunities for value investors interested in Europe. Here's where to look.

  • By: Lisa Myers
  • June 20, 2014 August 1, 2018
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Conversation starter – What clients find on Google: ETFs

Popularity of ETFs continues to rise, so it's likely your clients will be asking about them.

  • June 17, 2014 June 17, 2014
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ETF evolution in Canada

People are always on the lookout for cheaper ways to invest. And for some Canadians, that’s meant turning to exchange-traded funds (ETFs)

ETF cost structures

Trading ETFs is similar to trading stocks. But, if you plan to buy ETFs, know there are additional costs on top of management fees.

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

What DIY investors should tell their advisors

Recently, one of Tim Morton’s clients asked him to help with some do-it-yourself ETF trading. Morton’s a financial advisor with CIBC Wood Gundy and his…

How ETFs are priced

ETFs have been branded as mutual funds that trade like stocks.

  • By: Katie Keir
  • June 17, 2014 August 1, 2018
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Planner: This is what an investment costs you

The inside track on how financial advisors are paid.

  • June 17, 2014 August 10, 2018
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What influences ETF trading?

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…

Model portfolios for ETF investors

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.

Presentation: ETFs and why costs matter

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on ETFs and how investment costs are…

  • June 17, 2014 June 17, 2014
  • 00:00

Planner: Proven rising-rate protection

Traditional bond strategies, with longer than average durations, may offer investors little protection against declining values during a rising interest-rate environment. How can you make…

  • June 16, 2014 June 16, 2014
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Invest in jewelry

Add lustre to your portfolio with pearls and gems. Here’s how much of your money should be in jewelry.

Four kinds of private equity

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Primer on private equity

If you’re a wealthy investor and haven’t considered private equity, you should. It’s uncorrelated to the stock market and has potential for outsized returns

Conservative investors can hedge bonds

When bonds do poorly, all traditional bond investors have been able to do, is decrease bond duration and increase cash, says Philip Mesman, a portfolio…