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The Quality Factor

Investment Views, Investments

2016 was a breakout year for Canadian equities. After trailing the US stock market in the preceding five calendar years, the S&P/TSX Composite bounced back in 2016 with a gain of 21.1%, compared to a gain of 8.6% for the S&P 500 (including currency effects) - great news for your Canadian equity investments.

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Life & Money Matters: Pay Yourself First

Investments, Personal Finance

The power of saving early and steadily for the long term can make a great impact on your retirement lifestyle. In this installment of Life & Money Matters Peter shares some thoughts on the benefits of paying yourself first.

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The stages of life insurance: Part III

Helpful Tips, Insurance

For many Canadians in their 50’s or older, their term life insurance policies may have come to an end. Would you know what to do next? As you get older, it’s important to re-evaluate your life insurance needs. How many years do you want to earn income before you retire? Or if you die, do you want to leave a financial cushion for your spouse, or contribute to your children or grandchildren’s education?

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Life & Money Matters: Four Retirement Questions for Retirees

Investments, Personal Finance

Market volatility and increasing expenses can have many retirees concerned whether their retirement income will last as long as they live. In this video segment, Peter discusses four key retirement questions you should consider to help plan for the unexpected.

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Life & Money Matters: Top Retirement Planning Concerns

Investments, Personal Finance

Media headlines and market uncertainty have left many aging investors with the feeling “I’m worried that I won’t have enough”. In this first segment of Life & Money Matters, Peter shares some of the top retirement planning concerns among investors.

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The stages of life insurance: Part II

Helpful Tips, Insurance

Young or old, planning for the future with life insurance is too often forgotten or placed on the back burner. You should think about life insurance when you have financial obligations, responsibilities and priorities. Could your family cover the mortgage payments and household maintenance costs if you died too soon? Would there be enough money for your children’s daycare, tuition for college or university?

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A value-oriented approach

Investment Views, Investments

This article was written by David Keelaghan, News Editor and originally appeared in Wealth Professional on February 21, 2017.

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The stages of life insurance: Part I

Helpful Tips, Insurance

Most millennials think they don’t need life insurance. But did you know that nearly 3 out of 5 millennials say that if they suddenly passed away they would be concerned about the financial wellbeing of their loved ones?For many in this age range, life insurance never crosses their minds until a life changing event like marriage or having kids takes place.

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Five basics about managing money

Investments, Personal Finance

Research is finding that more and more aging Canadians today aren’t saving for retirement. They are seeking financial freedom. That’s not freedom from money. It’s the kind of freedom they feel when they can do what they want to do and when they want to do it. Yet we all know that how we manage, invest and spend our money can have a huge impact on our life and our lifestyle.

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Off the Cuff with Amber Sinha: Are markets right to be optimistic about Trump presidency?

Investments, Off the Cuff

Amber Sinha, CFA, Senior Portfolio Manager, Global Equities provides his perspective on the three reasons why markets are optimistic about a Trump presidency.

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