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Age, gender and retirement perspectives

Investments, Personal Finance

Do you think that retirement for you and future generations will be significantly different than it is for current retirees? If you say, “yes”, you’re not alone. Most consumers anticipate meaningful differences. Thoughts, expectations, confidence and planning do differ when considering age and gender. Here are some recent findings shared with permission from the LIMRA Secure Retirement Institute. If the Shoe Fits: Generational Names and Retirement Attitudes, 2017.

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2019 Financial facts @ your fingertips

Investments, Personal Finance

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Emblem Portfolios in action - Volatility brings opportunity

Investments, Tactical Updates

Key takeaways: Tactically increased U.S. and international equities, reduced cash. Remain overweight in equities and underweight in fixed income.

 

The month of October historically has been one of the most volatile months for the stock market, and this year has turned out to be no different. 

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Ashley Misquitta discusses U.S. market on BNN Bloomberg's "Market Call Tonight"

Investment Views, Investments

Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "Market Call Tonight"* to share his views on the U.S. market.  Watch the interview to find out what Ashley had to say.

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Retirement Ready?

Investments, Personal Finance

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Innovative energy production makes the U.S. a top energy player.

Investments, Off the Cuff

Ashley Misquitta visits the Permian Basin and discusses why the U.S. is  becoming a top global player in energy production in this Off the Cuff video.

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Emblem Portfolios in action - Capturing a relative value opportunity

Investments, Tactical Updates

Key takeaways: Tactically increased international equities and decreased Canadian equities. Remain overweight in equities and underweight in fixed income.

 

After starting the year with strength in the first few weeks of 2018, international equities were caught up in a period of global equity market volatility over the following weeks. Unlike the U.S. and Canadian markets, international markets have yet to fully recover from that volatility.

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Ashley Misquitta discusses U.S. market on BNN Bloomberg's "The Close"

Investment Views, Investments

Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "The Close" segment to share his views on the U.S. market.  Watch the interview to find out what Ashley had to say.

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Tax Free Savings Account (TFSA) and successor holder

Investments, Personal Finance

My last article shared the story of a divorced gentleman, Gaeten, who named his common law partner Mirielle, joint beneficiary of his Tax-Free Savings Account (TFSA) along with his daughter, Marie. I covered off the problem Mirielle would have trying to maintain the tax sheltered status of her share of Gaeten’s account which would pass to her on Gaeten’s death. What if Gaeten named her as a successor holder (subrogated policyholder in Quebec)?

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TFSA and spouse as joint beneficiary

Investments, Personal Finance

Gaeten and Mirielle are a middle aged couple who met through friends. They have been together for almost five years. Gaeten is divorced with one adult child. Mirielle, a widow, has two children of her own. The couple do want to take care of each other should either one predecease the other. They both wish to have at least some of their own investments pass on to their respective children.

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