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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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Emblem Portfolios in Action

Investments, Tactical Updates

Tactically Increased Canadian Equities, Decreased U.S. Equities

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The Trump Effect: One Month Later

Investment Views, Investments

We’re now a little over a month since the surprise election of Donald Trump as the 45th President of the United States. The other surprise to most is that financial markets have responded as strongly as we witnessed since market open on November 9th (see table below). It is almost as if the Trump presidency is the “cure-all” elixir for all that ails us.

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Tax Loss Selling

Investments, Personal Finance

When it comes to selling investments, the old saying goes; BUY LOW, SELL HIGH! Tax loss selling is one of the very few reasons you may consider actually selling low.

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Could Trump-Reagan parallels mean a secular U.S. dollar boom?

Investment Views, Investments

Try Googling “Trump and Reagan” and you will get plenty of material on the comparison between the two, on so many fronts. Even in the financial markets, the foreign exchange market seems to have started to price in a scenario that the Trump presidency will be something like Reagan’s in the 1980s – a scenario that includes a U.S. dollar boom.

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