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Investment Basics

  • Understanding Standard Deviation
    It’s not unusual for investors to use standard deviation – a statistical measure of volatility – as a guide to assess the long-term performance of mutual funds. While there are some merits to using standard deviation, it is useful to note that it is not an indicator of future performance…
  • Let’s Talk About Risk - Emerging Markets Versus Developed Markets
    The vast majority of Canadian investors are under the impression that emerging markets are inherently riskier than developed markets. The underlying truth is that all markets, developed as well as emerging markets present some level of risk. In the case of emerging markets, it is important to understand that this…
  • CRM2: What You Need to Know
    As of July 15, 2016, the final implementation stages of Client Relationship Model – Phase II (or CRM2) are now in place. CRM2 is a collection of rules introduced by the Canadian Securities Administrators (CSA), requiring enhanced fee and annual performance disclosure to clients.Specifically, registered firms will now need to¹:…
  • Will My Investment Returns Be Taxed?
    Taxes are a certainty. However, depending on the way in which investors structure their portfolio, they can either defer or minimize their taxes altogether. Typically, investors do not pay taxes on returns in a registered account, but must pay taxes on income and gains made in a non-registered account. Registered…
  • What Goes into Creating a Financial Plan
    A financial plan is essentially a roadmap that helps chart a course to a destination. This destination could be a singular objective or a series of goals that you want to achieve over your lifetime. These goals may include: saving to buy a home, getting married, having children, accumulating wealth…
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