Living in Retirement

Will Ottawa’s annuity plan give retirees the peace of mind they need?

With low interest rates, fewer defined benefit pension plans and longer life expectancies, more people than ever are concerned about outliving their savings in retirement. In fact, surveys indicate running out of money is the biggest fear of seniors, with some studies finding that many people consider it a fate worse than death itself.

DIY Investing

Canadian Portfolio Manager: Introducing the “Light” ETF Portfolios

When I first watched Star Wars, I thought it would be impossible to improve on its perfection. What a blast it was! But that was before I became a huge fan of the Spaceballs spoof of the same. Likewise, as fond as we are of the original Canadian Portfolio Manager (CPM) model ETF portfolios, you may have noticed we’ve made some big changes lately. Most notably, there are now four CPM portfolio levels of complexity to choose from: Light, Ridiculous, Ludicrous, or Plaid.

DIY Investing

Will Gold Save the Day?

Gold is often touted as a safe haven to protect you from inflation, market crashes, anarchy, and even the collapse of fiat currencies. It’s often cited as having a negative correlation with stocks and a positive correlation with inflation, making it sound like an excellent diversifying asset to hold in your portfolio.

Personal Wealth

RESP Withdrawal Strategies

You’ll know how withdrawals from RESP’s technically work if you watched my last video, but you want to limit the amount of taxes and penalties when making withdrawals. That’s where today’s video comes into play.

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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