Personal Wealth
Doctor-Showing-MRI-Brain-Scan-Patients

4 Steps to Calculate Your Disability Coverage

For millennials, long-term disability insurance might be the most important decision in their life. The average 25-year-old has $1.75 million in human capital to protect. Those that earn more than an average income of $43,700, have more human capital at risk. I outline the various sources of income you can receive if you become disabled and how to protect yourself by getting an appropriate amount of disability insurance coverage.

Living in Retirement
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You and Your Pension: Can You Take It Abroad?

If you’ve lived and worked in Canada all your life, and you stop working the day you retire, your pension calculations should be relatively straight-forward. But what if you don’t fit the mould? Many of us don’t. For example, how might spending some years abroad, or continuing to earn income in retirement impact your pension?

DIY Investing
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Understanding US Equity ETFs

In the first installment in my “Understanding ETFs” series, we toured the Canadian equity ETF landscape, covering solutions you can use for your investment portfolio’s domestic stock allocation. Today, I want to switch gears and head south of the border, to explore some of the U.S. equity ETFs you can add in, to diversify your Canadian-heavy portfolio.

Featured Contributors

  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Benjamin Felix

    MBA, CFA, CFP, Associate Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Anthony Layton

    MBA, CIM®, CEO, Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Peter Forsyth

    Emeritus Professor
  • PWL Capital

  • Graham Westmacott

    CFA, Portfolio Manager
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Jennifer Vachon

    CCO, Chief Compliance Officer
  • Dan Solin

    The New York Times' best-selling author of the Smartest series of books
  • Mark Sutcliffe

    Writer, Broadcaster, PWL client and advocate
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
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