Category Archives: Uncategorized

Tax Tips: New CRA Requirements

  Jon Palfrey, CFA   Senior Vice President, Portfolio Manager   You’ve made your RRSP and TFSA contributions. You’ve done your end-of-year tax-loss selling. You’ve contributed to registered charities. You’ve done all the right things to manage your taxes. Now that March … Read full article >

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Six RRSP Traps to Avoid

   Karey Irwin, CFP .  Vice President, Investment Funds   It’s that time of year again when many investors look at their portfolios and make their annual RRSP contributions. The variety of investment options can be stressful and confusing, causing … Read full article >

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New Rules that Might Affect Your Investments in 2014

  Jon Palfrey, CFA   Senior Vice President, Portfolio Manager   A new year raises a number of questions for investors. How will stock markets perform? When will interest rates go up? And what rules have changed that will affect assets or … Read full article >

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Outlook for a Prosperous 2014

  Jim Gilliland, CFA   President & CEO, Head of Fixed Income   The past year has been marked by record high stock-market performances and signs of cautious growth in some of the world’s economies. While this has been encouraging, … Read full article >

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Retirement Planning: Time to Rethink Old Formulas

  Jerry Koonar, CFA   Vice President, Portfolio Manager   When it comes to investing, the traditional asset-allocation rule goes something like this: Start with 100. Subtract your age. That’s the percentage of your portfolio that should be invested in … Read full article >

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Estate Planning: Is a Trust a Must?

  Jon Palfrey, CFA   Senior Vice President, Portfolio Manager   Some recent high-profile divorce and estate cases among the ultra-rich, such as Vancouver’s Aquilini family or the Wal-Mart heirs in the U.S., could lead a person to believe that … Read full article >

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The Impact of Rising Interest Rates

  Jim Gilliland, CFA   President & CEO, Head of Fixed Income   With the recent rise in interest rates, investors are becoming concerned about a number of things — in particular, the bond portion of their portfolios. That’s because … Read full article >

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No One’s Exempt From the U.S. Tax Man

Brad Chapman, LLB Manager of Legal/Compliance September means back to school and work after summers spent at the beach and on sun-soaked vacations. Amid the ramp-up in activity, investors often use this time of year to review their portfolios, financial … Read full article >

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Keeping a Cool Head in Volatile Markets

  Karey Irwin, CFP   Vice President, Investment Funds   Capital markets can be fairly quiet in the summer, when many investors go on vacation and take breaks from their portfolios. This hasn’t been the case this year, however, as … Read full article >

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Investing in Bonds in Today’s Market

  Michael Schaab, CFA   Vice President, Portfolio Manager     Thomas Holloway, CFA   Fixed Income Analyst   Interest rates have been at historic lows for the past several years, in part due to the U.S. government’s bond-buying program … Read full article >

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