Newsroom
Company news
2023
Solving home bias when investing isn’t simple, but there are strategies to overcome it
December 3, 2023 - Andrew Feindel writes that examining the psychology behind home bias may help position a portfolio for success.
2023
Money & Menopause
November 28, 2023 - Lynn MacNeil writes about the connection between menopause and money in an article for The Montrealer, and says that financial advisors…
2023
Know when to take a loss
November 23, 2023 - Joelle Hall writes that tax-loss selling can reduce tax paid on capital gains to trigger capital losses from non-registered investments.
2023
Real estate investing can diversify your portfolio, but it comes with warnings
November 16, 2023 - Neil Kumar writes that real estate adds a healthy dose of diversification to investment portfolios, but he underlines the need for…
2023
Is the cost of saving for financial independence and early retirement worth it?
November 13, 2023 - Alexandra Horwood discusses the financial independence, retire early movement (FIRE) philosophy that has garnered attention in recent years.
2023
Convertible bond issues rebound with large firms seeking to raise capital
October 31, 2023 - Diana Orlic: Amid higher interest rates, convertible bonds offer companies a cheaper way to raise capital because of their lower coupons,…
2023
How inflation impacts insurance planning for physician clients
October 20, 2023 - Joseph Bakish discusses the importance of insurance planning for physician clients: “Given the purpose of the coverage is to mitigate the…
2023
Challenges ahead for retail-focused digital alts platform, says veteran advisor
October 13, 2023 - Francis Sabourin is pleased to see the launch of a new online platform to access alternative investments in Canada.
2023
How to remain financially resilient after losing your job
September 25, 2023 - Alexandra Horwood: Behind every layoff is a person who is fearful about their financial future. Advisors can support clients before the…