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Insurance & Investments

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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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Emblem Portfolios in Action

Investments, Tactical Updates

Tactically Increased Canadian Equities, Decreased U.S. Equities

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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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Converting assets into income

Investments, Personal Finance

Life is about choices - having them and deciding which ones work best for you. Retirees, for example, often feel that they must choose from a few possible alternatives for converting their retirement assets into income:

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Vetting your Investment Manager

Investment Views, Investments

Now that the digital age is upon us, we’ve become experts at comparing various products and services. Conducting due diligence has never been easier. At the click of a button we can compare product features, sort by top sellers, and even read reviews and recommendations from other customers.

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Retirees' Three Dominant Concerns

Investments, Personal Finance

Retirees have three dominant concerns:

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Retirement Success Factors

Investments, Personal Finance

What defines a successful retirement? How do you measure it?

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Top Retirement Planning Concerns

Investments, Personal Finance

Investors are confused about what investments should be in their portfolios. In fact they are confused about what they have in their portfolios.

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