Market Research Raymond Kerzérho Reach the Top PWL Capital 2021-05-6T10:29:33 May 6, 2021 How would you like to be at the top of the class with your investments? As in many other areas, standing out with your investment results requires good documentation. To do this, a good starting point is the report published by the research firm Standard and Poor’s (also known as the “SPIVA®” report or “Standard and Poor’s Index versus Active”) on the performance of actively managed mutual funds in Canada.
Living in Retirement Graham Westmacott Optimising Retirement Income 2021-04-30T11:40:59 April 30, 2021 Prior generations of retirees have been blessed with a combination of defined benefit pension plans and strong investment returns from their personal retirement assets.
Starting Out Susan Daley RESP: Will it Be Enough? 2021-03-26T16:36:12 March 26, 2021 For the 2018/2019 school year, average tuition costs and additional compulsory fees for Canadian undergraduate students were $7,741. Ontario had the highest fees with an average of $9,771 for the school year. According to a Macleans piece, that only covers 34% of average school costs. The other $13,000 or so is eaten up by living expenses. That begs the question, will savings in an RESP be sufficient to cover education costs in Canada?
Market Research Raymond Kerzérho ESG Exchange Traded Funds: A few facts to help you navigate them 2021-03-24T10:10:33 March 24, 2021 The Canadian market includes 38 environmental, social and governance (ESG) or “socially responsible” ETFs. The choice is so vast that it’s hard to navigate. I offer you some information to see more clearly.
Personal Wealth PWL Capital Your 2020 Tax Return – Tax Reporting Information 2021-03-3T13:02:36 March 3, 2021 To help you complete your 2020 income tax return, the following brochure is an overview of the most common Canadian tax documents.
Graham Westmacott MBA, CFA, Portfolio Manager Portfolio Manager, Waterloo. Graham believes wealth management should be based on facts and repeatable processes, rather than stories about the future.
Susan Daley CFA, CFP, Portfolio Manager Susan Daley is a Portfolio Manager at PWL Capital Inc. She is passionate about simplifying complex financial ideas to help clients achieve their financial aspirations. She runs a YouTube Channel with the same mandate, called Your Money, Your Choices.
Jason Primmer CFP, Investment Advisor, Portfolio Manager Assistant Jason was born in Kitchener, and has lived in the Kitchener-Waterloo region his whole life. He is a CFP and working towards other financial designations.
Market Statistics – May 2021 Published: June 8, 2021 Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.