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Log in to your client portalViewpoints about Investment Strategy
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What is goals-based investing and how does it work?
Goals-based investing differs from traditional asset allocation by linking separate investment portfolios to specific goals.
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Macro viewpoints
Explore our new series titled “Macro Viewpoints,” featuring recordings from the 2020 Market Outlook event
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Geopolitical and trade tensions contributed to increased market volatility in Q3
During the third quarter, global equity markets continued to be impacted by geopolitical and trade tensions, while economic data increasingly indicated a sluggish global environment.
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Canadian Real Estate: Can it help smooth volatility in your portfolio? (Podcast)
What are the benefits of direct real estate? How can real estate provide diversification and risk reduction in my portfolio? What rates of return can it look to bring? This episode will explore the above questions and more.
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Global Volatility and Trade Wars. Is this the start of a market correction or déjà vu?
The first of a series of articles that examines various aspects of change in relation to the economy, businesses and finance which we may expect from AI in the decades to come.
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Pay taxes… How dare you
What a difference a quarter makes. Market participants witnessed a wipe out in financial markets in Q4 of 2018.
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A Focus on Diversification: Exploring the use of Private Assets (Podcast)
What are private assets? How do they fit in a pension style portfolio? How can they offer diversification during these volatile times? This episode will explore the above questions and more.
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Ten years later, should we be worried?
For those of us in the financial industry, and in fact all investors, September 15th marked a milestone.
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The Value of Strategic Philanthropy: Benefit your Clients and Practice (Podcast)
How can charitable giving offer you an edge? How can you grow your book while growing your clients’ charitable impact? Why should you discuss philanthropy with your clients? This episode will explore the above questions and more.
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Making Investment History: The Longest Bull Market ever Recorded
As many of us were enjoying the final days of the summer of 2018 a historical moment came to pass on the 22nd of August.
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