What you need to know to vote
Here’s what you need to be engaged and well informed before Election Day, Oct. 19. Whomever you support, make sure you know exactly what he…
- By: Jessica Bruno
- September 14, 2015 September 14, 2015
- 00:00
Here’s what you need to be engaged and well informed before Election Day, Oct. 19. Whomever you support, make sure you know exactly what he…
Ask your client, “Do you know how a closed-end fund is different from open-end?”
The 2006 drama A Good Year, starring Russell Crowe, offers audiences stunning views of the French countryside and a charming romantic plot, but doesn’t deliver…
Have a client who’s fixated on a fixed asset-mix strategy? Try this tip.
Have a client with a low risk profile? Try this tip.
If you react to a market downturn by wondering where the buying opportunities are, there are lots of options for building a portfolio.
Ask your client, “Do you know about activist mutual funds?”
If your client needs mutual fund recommendations, research activist mutual funds and present possible funds to your client. Ensure the funds work for your client’s…
Have a conservative client interested in hedge funds but doesn’t know where to start? Try this tip.
Perceptions of hedge funds are often coloured by myths. Here are four of the most common, and why they’re wrong.
Hedge funds can be categorized into five main investment styles.
Wondering what how the rate decision affects you? Check out the live chat from July 15 to learn more.
Using a currency hedge on your international investments can limit fluctuations
Questions and answers on global investing
Questions and answers on global investing
Tax implications of investing abroad
Tax implications of investing abroad
Tax implications of investing abroad
Here are some questions to think about as you consider moving your investments beyond Canada’s borders
What’s the largest global asset class? International bonds.
Diversifying a portfolio with U.S. and international stocks offers great benefits, but those benefits carry a cost: foreign withholding taxes
1. You’ve had conversations with clients about diversification, but they may not realize the concept applies across markets, and not just within them. Put this…
Exchange rates can improve or reduce investment returns when you convert them back into your home currency.
To help you to prepare materials for clients, we’ve developed these slide selections on global investing.