News and resources for Canada's top financial advisors
Investing
Buying antique furniture offers the twin benefits of enjoying fine craftsmanship and value appreciation.
By Vikram Barhat |May 8, 2014
3 min read
Concentrated portfolios are seen as unacceptably risky. Diversification reduces your risk, but holding too many equities can be a bad idea.
By Susy Abbondi |May 6, 2014
What you need to know before investing in an ETF.
April 30, 2014
How to keep social issues in mind when investing.
By Timothy Nash |April 22, 2014
2 min read
Ask your client, “What causes matter to you?”
April 22, 2014
1 min read
Interest rates are low, the stock market’s a bit bumpy, and inflation may be looming, but there are investments that generate decent returns with less fluctuation.
By Staff |April 14, 2014
When a company needs money, it has two main choices for raising that cash: it can borrow money, or it can raise it from investors by selling shares in the company.
A bond is effectively an IOU. When you buy a bond, you agree to loan your money to a company or government for a set period of time, at a fixed rate of interest. Bond basics Bonds are sold directly (usually to institutional investors like banks and mutual fund companies) and also to retail customers […]
What is a mutual fund?
Think of ETFs as a type of mutual fund, but with lower management fees
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