Business Wealth Peter Guay A ban on DSC mutual funds is a step forward for investor protection PWL Capital 2020-01-24T11:33:08 January 24, 2020 There was some good news recently for the cause of investor protection when all but one of Canada’s 13 securities regulators announced they’ll ban deferred sales charges (DSC) on mutual fund sales.
DIY Investing Justin Bender Tax Me If You Can: Foreign Withholding Taxes on ETF Distributions 2020-01-21T09:25:07 January 21, 2020 In this tax-heavy episode, Justin discusses his part-time obsession – foreign withholding taxes. Throughout the show, he explains which specific ETFs are best held in each account type in order to reduce this largely hidden tax drag.
Behavioural Finance Peter Guay Tune out the gurus: A New Year’s resolution you should stick to 2020-01-10T09:00:43 January 10, 2020 By this point in January, it’s a safe bet that many New Year’s resolutions have already been broken. Change is never easy and using the dawn of a new year, or a new decade, as motivation doesn’t seem to help much. Temptation derails us in so many subtle ways!
Advanced Investing The Rational Reminder Podcast Episode 80: A Planning Checklist, Portfolio Concentration, and Leverage 2020-01-9T05:30:57 January 9, 2020 For our very first episode of 2020, we kick things off with some quick updates before sharing Cameron’s ten best financial planning strategies for the new year. After laying out some statistics about the great asset class returns that 2019 saw, we get into the wonderful listener questions we have been receiving over the break.
Business Wealth Peter Guay What you can learn from the world’s largest sovereign investment fund 2019-12-13T09:00:46 December 13, 2019 I came across an interesting article recently about the Norwegian Oil Fund, the largest sovereign wealth fund on the planet. The Norwegians certainly showed admirable foresight in setting up the fund after oil was discovered in the North Sea in 1969, according to the article, which summarizes a talk given by Anton Mork, an economics professor at the Norwegian University of Science and Technology.
Family Stewardship & Philanthropy Nancy Graham Should You Help Your Kids Buy a Home? 2019-12-11T09:00:25 December 11, 2019 Have you been thinking about helping your adult kids buy a home? Today’s housing and postsecondary education costs can make it a tough go for your offspring. Plus, you’ve been their parent for so long. Taking care of them is a hard habit to break, even once they’re plenty old enough to take care of themselves.
Market Research Raymond Kerzérho Is Factor Investing Active Management in Disguise? 2019-12-9T15:45:31 December 9, 2019 There seems to be confusion, among the public in general but also among professionals, about what smart beta (or “factor”) funds really are. Are they passive? Are they active?
Personal Wealth PWL Capital Susan Daley Wins Young Gun of the Year Award! 2019-11-29T16:42:58 November 29, 2019 We are pleased to announce that Susan Daley, Portfolio Manager, is the winner of the Young Gun of The Year category from the Women in Wealth Management Awards!
