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Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

Associate Portfolio Manager
Contact
  • T613.237.5544 x 313
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1
December-17-10

Structuring the Fixed Income Part of Your Portfolio

Most investors have at least a portion of their portfolios in bonds and other income producing assets. With the current historic lows in interest rates, do you know what the risks are if interest rates increase? What sort of bond investments should you hold for maximum return?

In this week’s Science of Investing, host John Budden and Cameron discuss what you need to know in order to structure your fixed income portfolio. Have a listen.

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By: Cameron Passmore | 0 comments
December-03-10

Year-End Portfolio Planning Tips

Each end of year is a very important time to review certain aspects of your portfolio. This includes doing what you can to minimize the amount of taxes you may owe.

In this week’s Science of Investing, host Leah Walker and Cameron discuss the various items that should be on your year-end checklist for your portfolio. Have a listen.

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By: Cameron Passmore | 0 comments