Latest news in Investing

Conversation Starter – High-earning spouses-to-be

If your client is getting married, ask him, “Have you considered how to merge assets with your new spouse?”

  • September 22, 2015 September 22, 2015
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2015 Election economic glossary

Election-speak can sound like gibberish. We’ve cut through the election rhetoric to help you understand what politicians are saying about Canada’s economy.

What you need to know to vote

Here’s what you need to be engaged and well informed before Election Day, Oct. 19. Whomever you support, make sure you know exactly what he…

Conversation Starter – Closed-end fund

Ask your client, “Do you know how a closed-end fund is different from open-end?”

  • September 11, 2015 September 11, 2015
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A Good Year makes bond trading look bad

The 2006 drama A Good Year, starring Russell Crowe, offers audiences stunning views of the French countryside and a charming romantic plot, but doesn’t deliver…

  • September 9, 2015 September 9, 2015
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Action Idea – Rebalancing to a fixed asset mix can be dangerous

Have a client who’s fixated on a fixed asset-mix strategy? Try this tip.

  • September 9, 2015 September 9, 2015
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Action Idea – Have a client with a low risk profile?

Have a client with a low risk profile? Try this tip.

  • September 4, 2015 September 4, 2015
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Don’t fear risk — hedge it

If you react to a market downturn by wondering where the buying opportunities are, there are lots of options for building a portfolio.

Conversation Starter – Activist mutual funds

Ask your client, “Do you know about activist mutual funds?”

  • August 11, 2015 August 11, 2015
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Action Idea – Activist mutual funds

If your client needs mutual fund recommendations, research activist mutual funds and present possible funds to your client. Ensure the funds work for your client’s…

  • August 11, 2015 August 11, 2015
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Action Idea – Use hedge funds to profit from M&A

Have a conservative client interested in hedge funds but doesn’t know where to start? Try this tip.

  • August 10, 2015 August 10, 2015
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Myths about hedge funds

Perceptions of hedge funds are often coloured by myths. Here are four of the most common, and why they’re wrong.

  • By: Staff
  • July 27, 2015 July 27, 2015
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5 types of hedge funds

Hedge funds can be categorized into five main investment styles.

  • By: Staff
  • July 27, 2015 July 27, 2015
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What the July rate decision means

Wondering what how the rate decision affects you? Check out the live chat from July 15 to learn more.

  • By: Staff
  • July 15, 2015 July 15, 2015
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Pros and cons of currency hedging

Using a currency hedge on your international investments can limit fluctuations

  • By: Staff
  • July 6, 2015 September 9, 2018
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全球投资问答

Questions and answers on global investing

ਵਿਸ਼ਵ-ਪੱਧਰੀ ਨਿਵੇਸ਼ ਬਾਰੇ ਪ੍ਰਸ਼ਨ ਅਤੇ ਉਤਰ

Questions and answers on global investing

海外投资的税务问题

Tax implications of investing abroad

Questions and answers on global investing

Here are some questions to think about as you consider moving your investments beyond Canada’s borders

  • By: Staff
  • July 3, 2015 July 3, 2015
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Going global in bonds

What’s the largest global asset class? International bonds.

  • By: Staff
  • July 3, 2015 July 3, 2015
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Tax implications of investing abroad

Diversifying a portfolio with U.S. and international stocks offers great benefits, but those benefits carry a cost: foreign withholding taxes

Conversation Starters: Investing Outside Canada

1. You’ve had conversations with clients about diversification, but they may not realize the concept applies across markets, and not just within them. Put this…

  • June 29, 2015 June 29, 2015
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