Personal Wealth Peter Guay How a responsible investment fund stacks up against a regular fund PWL Capital 2019-05-31T10:32:00 May 31, 2019 A client recently asked me about the differences between the regular investment funds we use and Environmental, Social and Governance (ESG) funds.
Market Research PWL Capital Anthony Layton Tony’s Take: When greed rears its ugly head 2019-05-31T09:00:21 May 31, 2019 A recent settlement involving two mutual fund advisors illustrates why Canada’s investment industry needs to be held to a higher standard of conduct.
Personal Wealth PWL Capital Susan Daley Critical Illness Insurance 2019-05-29T15:00:34 May 29, 2019 What would happen to you if you were diagnosed with cancer, had a stroke, or suffered from another critical illness? In Canada, we’re fortunate to have universal healthcare. However, our healthcare system won’t cover all the costs of having a critical illness, which is where Critical Illness Insurance comes into play.
DIY Investing PWL Capital Justin Bender Under the Hood: Global Equity ETFs, Part III – VT and VXC 2019-05-29T11:27:05 May 29, 2019 So, what did you think of the Game of Thrones grand finale??? I don’t want to spoil it for both of you who haven’t watched it yet, so I won’t share my own thoughts here. DM me if you’re interested.
Personal Wealth PWL Capital Nancy Graham How To Advocate for Your Own Best Mortgage 2019-05-27T10:25:44 May 27, 2019 Do you have a mortgage on your home, or have you been thinking about getting one? Given how quickly many lenders dive straight into the weeds – interest rates, pre-approval processes, lending policies, etc. – it may feel as if something’s missing. Like, which, if any, is the best mortgage for your particular needs?
Living in Retirement PWL Capital Graham Westmacott Getting More Without Saving More 2019-05-27T09:34:51 May 27, 2019 Retirees have opportunities to influence both the amount that can be sustainably withdrawn from their investments and the timing of those withdrawals.
Advanced Investing PWL Capital The Rational Reminder Episode 47: The Used Car Business: Inventory, Margins and Customer Experience, with Brad Boehme. 2019-05-23T11:45:43 May 23, 2019 Today we’re talking about a slightly different topic from the usual – used cars. We have Brad Boehme joining us and he is the Dealer […]
Business Wealth PWL Capital Dan Bortolotti Podcast 24: Mind Your Money Gaps with Preet Banerjee 2019-05-21T12:05:57 May 21, 2019 In episode 24 of the Canadian Couch Potato podcast, I’m joined by Preet Banerjee, the Renaissance man of personal finance. After a stint as an investment advisor, which ended in disillusionment, Preet went on to become a media personality, an author, public speaker, fintech entrepreneur and academic.
DIY Investing PWL Capital Justin Bender Under the Hood: Global Equity ETFs, Part II – ACWI and XAW 2019-05-21T09:42:52 May 21, 2019 Our ongoing series on ETF investing may not be quite as thrilling as you manage to catch “Game of Thrones” in real time this season, but I hope we’re at least helping you dominate your own ETF empire.
Advanced Investing PWL Capital The Rational Reminder Episode 46: Raw Truth of Investment: Why the Best Investment Advisors Cannot Beat a Dart 2019-05-17T11:56:57 May 17, 2019 Welcome back to the podcast everybody! Today we are running through our weekly topics as usual, giving you the best, worst and everything in between […]
Family Stewardship & Philanthropy PWL Capital Anthony Layton Tony’s Take: Do I have to sacrifice returns to invest responsibly? 2019-05-17T09:00:28 May 17, 2019 At PWL, we’ve noticed a big increase in interest in responsible investing among our clients and those who are considering becoming our clients. One of the key questions we are asked by these people is: Will I have to give up returns to invest according to my values?
