
Newsletter articles
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Coronavirus & Portfolio Insurance
Based on what we saw in the last week of February, the coronavirus had many…
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Insuring your Estate
It’s never a pleasant topic, but how many of us have taken a long and…
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Robert Luft named one of Canada’s top 50 advisors
One of the industry’s most respected publications, Wealth Professional Canada, rings in the new year…
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February 2019: Portfolio Management Team Update
Market & Economic Environment: Investors worldwide heaved a collective sigh of relief as global equities…
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RRSPs and Your Estate
Most people are aware that they are able to roll their RRSP/RIF to a spouse,…
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Year Ahead Conference Highlights
I recently attended the 13th annual iA Securities Year Ahead Investment Conference in Toronto featuring…