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Six advisory traps and pitfalls to watch for

How to ensure you get value for the cost of advice The financial advice business is a big one. Advocis, the Financial Advisors Association of Canada, represents more than 17,000 members across the country. And the Investment Funds Institute of Canada reports that...


Three investment principles for novice investors

How to start building a portfolio that’s right for you As the big stock market indexes scale to new highs, seemingly daily, a growing number of novice investors are tempted to open online trading accounts and get into the game, for fear of missing out. Trouble is,...


Making a financial fresh start

September is the time to get down to business September is typically a time for fresh starts. Vacations are over and schools are opening again. This year, especially, has more of a “fresh start” feel to it with Covid restrictions lifting and a return to normalcy on...


Contemplating retirement? Five questions to ask

A guide to doing retirement right The Baby-Boom retirement wave is happening now. But just how ready are you if you’re in this bulging demographic? Some have already retired and are enjoying their new “career after their career.” Others are still wondering whether...


The importance of portfolio diversification

Manage risk, stabilize returns Have you noticed? Stock markets have been climbing to new highs through the summer. And the growth stock sector continues to be expensive. Value stocks, holding true to their name, generally are not. In fact, according to Yardeni...


Are you an “accredited” investor?

Deep pockets and knowledge a must From time to time, you’ll see (or even be offered by your advisor) an investment available only to “accredited” investors. This doesn’t necessarily mean some sort of real estate syndicate in the Caribbean. In fact, very often it...


Three key investing tips every woman should know

Financial security starts with financial literacy According to a CIBC study in 2019, Canadian women control $2.2 trillion of assets. But that will almost double to $4 trillion by 2028 and could be a lot more if real estate is included. While that wealth is...


Calming runaway inflation fears

Clients have been asking about the prospect of runaway inflation and how it could affect their portfolio and their ability to meet retirement goals. In this interview with Wealth Professional, Robyn Thompson offers pointers for financial advisors and their clients...


Personal finance for college grads

Foundational principles for financial success For many new grads this year, leaving the security of the academic environment for the big wide world can be a slightly scary prospect, especially if you have to make your own way financially and can no longer rely...


Preparing your portfolio for inflation

Do’s and don’ts for the new investment environment By now, you’ve noticed that the prices of everyday essentials from groceries to gas to lumber have edged up, some quite significantly. No, you’re not dreaming, and it’s not a mistake. Consumer price indexes have...

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