2017

Wealth Insights

Wealth Insights is a monthly newsletter for customers interested in topics and trends related to wealth management, investing and financial planning. Wealth Insights will feature a wide variety of relevant topics aimed at helping you and your Financial Planner work together as you pursue our financial goals.

2017 editions

JUN
2017

Feel good about your investments

In Canada, more than $1 trillion is invested according to one or more responsible investing strategies. The sector is growing thanks to interest from pension plans, investment managers, and individual investors – and it’s not all altruism.

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MAY
2017

Managing the ‘known unknowns’

According to a June 2016 study, Canadian baby boomers will inherit some $750 billion over the next decade.1 This represents the largest intergenerational wealth transfer in Canadian history, and it underlines the importance of estate planning. Without effective planning, much of that wealth may not go where its owners want.

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APR
2017

Strength in unity – the benefits of consolidation

You wouldn’t check the air in just one of your tires. And yet, holding investments in a variety of different accounts under different organizations is very much like that. Just because one account seems to be doing fine, doesn’t mean the others are. Or, that they couldn’t all be doing better if they were actually calibrated to work in tandem.

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MAR
2017

Sidestep these biases to improve investment returns

We all have biases – inclinations, preferences and preconceived ideas that sometimes steer us in the wrong direction. Some biases affect investment decisions and can have a negative impact on investment returns. However, being aware of your biases can help you avoid them.

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FEB
2017

Professional advice: A winning combination for managing risk

When we think of risk, we tend to focus on the possibility of losing money in the markets. But every investment has its risks. Even investments that seem completely safe like Guaranteed Investment Certificates (GICs) come with some risk — notably; will they keep pace with the cost of living?

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JAN
2017

Insurance and your family

Major life events bring changes that often call for a review of your financial plan. When your income increases, you're about to borrow for a new home or car, move to a new job, enter a marriage or your family grows, there's more on your mind than your insurance coverage.

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