Personal Wealth

How do you invest?

What’s the first thing that comes to mind when you think about an investment professional? They must be able to pick the best stocks, the best industries, and the best geographies to invest in over a given time period.

Personal Wealth

Tax Tip: Do I Need to File a T1135?

New reporting requirements and a commitment to heavier enforcement of penalties have brought the T1135 form into the light. Do you need to be filing one? The T1135, or Foreign Income Verification Statement, is a form to disclose all “specified foreign property” held by Canadians in non-registered accounts.

Featured Contributors

  • Raymond Kerzérho

    CFA, Director of Research
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Nancy Graham

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

    MBA, CFA, CFP, CIM®, Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Brady Plunkett

    CIM®, Associate Portfolio Manager
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Graham Westmacott

    CFA, Portfolio Manager
  • Anthony Layton

    MBA, CIM®, Chairman of the Board, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Peter Forsyth

    Emeritus Professor
  • Jennifer Vachon

    PWL Former 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
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
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