News and resources for Canada's top financial advisors
Does the 4% withdrawal rate still hold?
By Scot Blythe | November 3, 2014
6 min read
In Canada, the debate on currency hedging seems pretty much settled – at least for ETF purists.
By Scot Blythe | October 13, 2014
2 min read
A look at the tax consequences
By Scot Blythe | January 17, 2014
5 min read
Swap-based ETFs offer price and performance advantages — for a price
By Scot Blythe | December 13, 2013
Some regulated companies benefit from rising secular interest rates.
By Scot Blythe | November 20, 2013
3 min read
Retirement may be the new 40, some advertisers suggest: Retirees are only as old as they feel, and the world is their oyster.
By Scot Blythe | November 4, 2013
Some commodities are safer than others
By Scot Blythe | September 11, 2013
7 min read
Portfolio construction is as much an art as it is a science. It’s a science because, thanks to modern portfolio theory, advisors can construct efficient frontiers securing the best risk-reward tradeoff. It’s an art because no two clients will have the same risk profile—or better, risk appetite.
By Scot Blythe | July 19, 2013
4 min read
The first Canadian baby boomers have hit official retirement age. Some may have retired early and later cohorts will wonder if they can follow suit. They all face the same questions: Is time on their side, or will they have to delay retirement? Will they have enough to live on?
By Scot Blythe | May 21, 2013
Pension plans and wealthy investors are looking for more than the paltry returns on offer in the bond market and the roller-coaster ride of equities. So they’re turning to real estate, roads, shopping malls that surround airports – all tangible investments. That’s also because hedge funds have “stained their reputations,” suggests Vaino Keelmann, a partner […]
By Scot Blythe | May 16, 2013
Don't expect another BRIC breakthrough.
Planning and Advice
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Tax & Estate
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July 31, 2023|5 min read
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