News and resources for Canada's top financial advisors
Economic Indicators
Over the next year, position portfolios against rate hikes and rising risk
By Sarah Cunningham-Scharf |January 17, 2018
4 min read
Portfolio manager shares criteria for sustainable stock picks
By Sarah Cunningham-Scharf |October 26, 2017
2 min read
Diverging monetary policies could result in interest rate differentials
By Sarah Cunningham-Scharf |October 19, 2017
Industry
When a company you’re invested in gets bad press, what do you do?
By Sarah Cunningham-Scharf |October 10, 2017
3 min read
When assessing companies, also look at total shareholder yield
By Sarah Cunningham-Scharf |September 28, 2017
These Canadian telecoms and retailers have business models that withstand the Amazon effect
By Sarah Cunningham-Scharf |September 14, 2017
Don’t overlook bright spots south of the border
By Sarah Cunningham-Scharf |August 29, 2017
Consider this cautious outlook on companies poised to benefit from potential policy changes
By Sarah Cunningham-Scharf |August 22, 2017
Trends in mining, oil and gold are leading this portfolio manager to other commodities
By Sarah Cunningham-Scharf |August 17, 2017
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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