Team Resources

Nancy Graham & Her Team

  • Nancy Graham & Her Team – PWL Model Portfolios (June 2019)
    Summary

    This document provides the performance data for Model Portfolios for June 2019, as compiled by Nancy Graham & Her Team.

    Contributors
  • The Investment Answer (Goldie & Murray, 2011)
    Summary

    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.

  • The Behavior Gap
    Summary

    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.”

Research Department

Waterloo Team

Layton-Guay Team

  • Layton-Guay – PWL Model Portfolios (June 2019)
    Summary

    This document provides the performance data for Model Portfolios for June 2019, as compiled by Layton-Guay Team.

    Contributors
  • The Behavior Gap
    Summary

    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.”

  • The Passive vs. Active Fund Monitor (Year-end 2017)
    Summary

    This report describes the competitive landscape for passively and actively managed funds over the last twelve years in Canada and the United States.

    Contributors
  • Keeping the Cottage in the Family
    Summary

    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.

    Contributors
  • Passive versus Active Report (2016)
    Summary

    This report describes the competitive landscape for passively and actively managed funds over the last ten years in Canada and the United States.

    Contributors

Toronto Team

Parkyn - Doyon La Rochelle Team

Compliance

Passmore & Felix Team