Articles

Your Investor Profile

Understanding yourself as an investor is one of the key considerations in creating an effective portfolio.

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A Primer to Market Downturns

Learn about the different types of market downturns, and how to weather a fluctuating stock market.

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How Compounding Grows Your Wealth

When you start saving early and regularly, compounding can make your retirement savings grow.

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Bond Basics

Learn about types of bonds, how they work, and how you can make them work for you.

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Diversity: Three Types of Mutual Funds

Understanding the three types of mutual funds and how to balance them can help you build a secure investment portfolio.

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How Interest Rates Affect Your Investments

Understand the relationship between interest rates and inflation to take advantage of their effect on your investments.

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Articles

Diversify Your Portfolio to Protect Against Market Volatility

When markets are volatile, investors flock to the perceived security of short term investments.

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Diversify Your Fixed Income Investments

Your Financial Services Specialist can recommend fixed-income investments that are right for your portfolio.

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Too Much Diversification Can Hurt You

Find out how to guard against over-diversifying your assets.

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Asset Allocation Helps Manage Risk

Manage your risk by spreading your investments among different asset classes.

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Managing Investment Risks

Market risk is only one hazard to guard your investments against. Learn about other investment risks and how to manage them.

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Turbocharge Your Portfolio

To help grow your investments, you may want to borrow to increase your RRSP contributions.

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Match Your Investments to Your Goals

Find an investment strategy that fits your personality and financial goals.

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Age-Appropriate Investing

When saving for retirement, your investment strategy will likely change as you get older.

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Shielding Your Investments from Inflation

Learn how inflation affects your portfolio, and how you can protect your investments.

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Tips for Managing Your Investments

Six tips to help you keep your financial strategy on course.

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Asset Allocation Strategies

Your asset allocation strategy should suit your financial situation and your personality.

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The Power of Two

Why working with a financial advisor is a good strategy to help you meet your unique needs.

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Articles

A Comprehensive Plan Starts with Comprehensive Information

Having multiple accounts and products spread across various providers can make it difficult to get a holistic view of how well your portfolio is working.

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Calculating Your Net Worth

Estimate your net worth to help plan for your retirement.

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Life Stage Investing: Young Professional

Young professionals can benefit from a variety of strategies to set short- and long-term financial goals.

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How Your Advisor Helps

Learn about the ways that a financial advisor can help you meet your financial goals.

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Life-Stage Investing: New Couple

A financial advisor helps a new couple with a plan to meet their financial goals.

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Client Stories


In your 30s

“Paul, 31, and Andrea, 29, just got married and are working hard to build their savings while paying down credit card debt and the mortgage on their new home.”

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In Your 40s and 50s

“Xue, 52, and Mei-Lien, 48, are part of the sandwich generation, balancing a variety of financial objectives. They are saving for their children’s post-secondary education and preparing for the potential costs of long-term care for their aging parents. At the same time, they want to make sure their plans to retire at age 60 stay on track.”

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In Your 60s and Beyond

“Andrew, 64, and Jennifer, 63, are about to retire, which means they’re poised to shift their focus from accumulating assets to generating retirement income.”

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