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Company news
2023
Why this money manager is taking profits from private equity to deploy in public markets
January 20, 2023 - Ida Khajadourian shares her investment strategy and evolutionary portfolio construction process, seeking superior risk-adjusted returns focused on capital preservation and building…
2023
Don’t be blinded by the ESG premium, says top PM
January 18, 2023 - Francis Sabourin discusses ESG investing with Wealth Professional and the importance of balancing values with value.
2023
TFSA or RRSP…that is the question!
January 16, 2023 - Should you contribute to your TFSA or RRSP? Joelle Hall discusses tax treatment of both as you look to maximize wealth…
2023
Making a List and Checking it Twice
January 13, 2023 - Lynn MacNeil shares a core element of the Wealth Management practice, a checklist! "Our checklist gives our clients peace of mind…
2023
Why the choice between advisors and robo-advisors is more obvious in times of volatility
January 9, 2023 - Alexandra Horwood outlines the importance of advisors compared to robo-advisors in times of volatility.
2023
Rick Morson Nordic Ski School brings the joy of a new sport to young athletes
January 5, 2023 - Strathcona Nordic Ski Club’s school program was renamed the Rick Morson Nordic Ski School in recognition of its founding & ongoing…
2023
How to help your money grow in 2023 against a backdrop of economic uncertainty
January 3, 2023 - When thinking about the stock market as a vehicle to build wealth, Diana Orlic, portfolio manager and wealth advisor at Richardson…
2022
Advisors welcome scrutiny on ESG funds but say there are still many challenges facing investors
December 20, 2022 - The heat is on environmental, social and governance (ESG) investing, with regulatory scrutiny growing over greenwashing and sustainability assurance providers beginning…
2022
Why investors need to understand redemption freezes before getting into alternatives
December 15, 2022 - Ida Khajadourian shares that "under extreme circumstances, a fund might freeze redemptions, known as “gating” to prevent investors from pulling their…