ESG and SRI investments are becoming more prevalent in the investment universe. This document covers the three main strategies of ESG investing: passive, integration, and active. We review the implementation of each strategy, the consequences for portfolio returns, and we recommend some options for investing according to ESG.
One of the most common questions that I am asked is “should I invest in real estate?” Even more common than this question is the matter of fact statement that real estate is a great investment.
This report describes the competitive landscape for passively and actively managed funds over the last twelve years in Canada and the United States.
Asset allocation requires investors to determine the appropriate allocation of each asset class – Canadian equities, US equities, International equities, fixed income – in their portfolio.
We introduce the Deckards who are just starting their retirement. Like many retirees, they are concerned about how best to structure withdrawals from their investments to fund their retirement.
Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of September for the various Canadian, U.S. and international markets that we follow.
Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of August for the various Canadian, U.S. and international markets that we follow.
Here you’ll find a PDF document of the monthly statistics for the month of July for the various Canadian, U.S. and international markets that we follow.
Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of June for the various Canadian, U.S. and international markets that we follow.
Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the month of May for the various Canadian, U.S. and international markets that we follow.
This document explains how to use the Rate of Return calculator to calculate your portfolio’s annual rate of return.
By using an approximate time-weighted rate of return (such as the Modified Dietz method), investors will be better able to gauge their performance relative to index benchmarks.
The following are recent changes to the NBF Best Execution public disclosure statement, which will be noted in this section for your reference, and will be maintained for at least the next 6 months
PWL Capital is structured such that all your assets are held in accounts in your name by our carrying broker, National Bank Correspondent Network. When you deposit money to your accounts, the cheque is made out to NBCN, never PWL.
Accounts and Services Agreement and Disclosures For Clients of Introducing Brokers
NBCN is the Carrying Broker for the financial institution with whom you opened your securities account.
This brochure sets out the basic information requirements for the initial application and ongoing maintenance of your account. Your firm may request additional information, depending on the type of account and the services you request.
The instant access to unlimited information on the Internet has not improved experienced investors’ chances of having a positive investing experience. The need to rise above the noise with out busy lives has never been greater. That is where this book comes in.
Jargon-free and written for all investors — experienced, beginner, and everyone in between — The Investment Answer distills the process into just five decisions — five straightforward choices that can lead to safe and sound ways to manage your finances.
As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over with their money. They were letting emotion get in the way of making smart financial decisions. He named this phenomenon—the distance between what we should do and what we actually do— “the behavior gap.”
A country place is a symbol of relaxation, continuity in life, and family harmony. But when the topic of ownership succession is raised, that lovely spot can be transformed into a source of stress, uncertainty and family strife.
This document provides the performance data for Dimensional Global Portfolios for September 2018, as compiled by the Passmore & Felix team.
This document provides the performance data for Model Portfolios for June 2018, as compiled by Nancy Graham & Her Team.
Past performance does not guarantee future results. The historical performance of indexes is illustrative only and will not necessarily mirror the future performance of any fund tracking that benchmark.
This checklist provides information on additional steps that you can take to protect yourself from identity theft and fraud.
