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Insurance, Investments, and Group Benefits

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Five reasons every Canadian should make a (legally valid) Will

Helpful Tips, Insurance

As a lawyer who formerly specialized in advising clients about estate planning, I’ve seen firsthand how important it is for Canadians to make a Will. Whether it’s to maximize the estate you leave behind for the next generation, or to make sure your wishes are carried out the way you planned, making a Will is vital. Despite this, over half of Canadians do not have a Will![i] That’s why I take the opportunity in November to mark Ontario’s “Make a Will Month” and to promote this crucial aspect of estate planning to advisors, friends and colleagues.

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Spotlight on Diabetes

Group Benefits

Diabetes drugs account for close to 10% of prescription drug spend, and continued to top the list of ‘traditional’ drugs in 2020. While healthy lifestyle habits—including exercise, a healthy diet, and maintaining a healthy weight—are critical to preventing and managing diabetes, simply telling people to move more and eat less isn’t always helpful. In this blog, we discuss three benefits that can help people with diabetes stay on track.

 

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Emblem Portfolios in action - Asset allocation update, September 2021

Investments, Tactical Updates

Key takeaways:

Emblem Portfolios - Canadian: September 22, 2021
Emblem GIF Portfolios - Global: September 27, 2021

  • Incrementally less aggressive outlook/positioning towards risk assets
  • Deploying cash to realign select asset class exposures back to targets

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China's increased regulatory scrutiny and portfolio risk management

Investments, Off the Cuff

David Mann discusses the recent changes that have occurred in China, its impact on the technology sector and how the team manages risk in the portfolios.

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An update from the U.S. Federal Reserve at Jackson Hole

Investments, Off the Cuff

Ian Fung discusses the potential impact on the market as a result of the U.S. Federal Reserve announcement.

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Sustainable Investing - The Time is Now

Investment Views, Investments

Highlights:

  • Strong sustainable investing interest in the current environment
  • Record fund flows into Canadian sustainable investment funds
  • Wide interest/usage gap and demographic factors allude to potential for greater fund flows
  • Discussion and education will be important drivers going forward
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Sustainable investing: Common myths and misconceptions - Part 3

Investment Views, Investments

From an evidence point of view, the proliferation of sustainable investment strategies and strong fund flows into these products are easily researched through publicly available resources. Underlying these trends, however, is a more durable structural shift.

Myth #3: Sustainable investing is a fad

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Sustainable investing: Common myths and misconceptions - Part 2

Investment Views, Investments

Myth #2: All sustainable investing approaches are essentially the same

It is vital in understanding the different approaches related to sustainable investing. While standards and definitions continually evolve, there are generally six approaches to sustainable investing. Depending on an investor’s motivation in considering sustainable investing, some approaches may be more relevant than others. 

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Sustainable investing: Common myths and misconceptions

Investment Views, Investments

Sustainable investing has experienced increased interest over the past few years, with a sharp acceleration in 2020 due to the COVID-19 pandemic and other high profile social issues, such as the Black Lives Matter movement. There are, however, some common myths and misconceptions among investors that may be new to modern sustainable investing approaches. This educational resource attempts to provide insight and clarification into what we believe are the most misunderstood issues.

Myth #1: Sustainable investing is the same as ethical investing

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Are we seeing the beginnings of supply pressure in the energy sector?

Investments, Off the Cuff

Ashley Misquitta shares his views on the potential impact that shareholders and courts are beginning to have on a few of the world's largest energy producers. 

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