Senior sentinels – protecting our vulnerable loved ones from cyber scams

Senior sentinels – protecting our vulnerable loved ones from cyber scams

April 19, 2024 |Portfolio Advisor - Spring 2024
June 15 is World Elder Abuse Awareness Day. This annual occurrence provides an important opportunity to consider the people in our lives who may be vulnerable to abuse like cyber scams, and what we can do to assist them. Cybercrimes against older Canadians...
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Political interference: The 2024 U.S. presidential election and investors

Political interference: The 2024 U.S. presidential election and investors

April 19, 2024 |Portfolio Advisor - Spring 2024
Do U.S. presidential elections “interfere” with market returns, and therefore with investors’ portfolios? What is the likely impact of a win by a Democrat versus a Republican? Historically, presidential election outcomes have delivered surprising results...
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The glitter of gold

The glitter of gold

April 19, 2024 |Portfolio Advisor - Spring 2024
Long seen as the ultimate store of value, gold is a valued commodity with unique characteristics that make one of the most coveted assets the world over. The commodity’s sharp rise in 2024 (it recently hit an all-time high of over US$2,400 an ounce) has...
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Penny wise, loonie rich: Strategies to help you pay less tax and keep more in retirement

Penny wise, loonie rich: Strategies to help you pay less tax and keep more in retirement

April 19, 2024 |Portfolio Advisor - Spring 2024
Over the last few years, Canadians have been feeling the pinch on their cashflow brought on by higher inflation and borrowing costs. In the spring of 2022, inflation surged to a four-decade high (eventually peaking at 8.1% in June of 2022). To help tame...
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Dividends and your portfolio: A sweet “Double Double” deal for Canadian investors

Dividends and your portfolio: A sweet “Double Double” deal for Canadian investors

January 31, 2024 |Portfolio Advisor – Winter 2024
Dividends paid from publicly listed companies have proven to be an important component to investors’ success in growing their wealth over time. Investors can benefit from dividends’ steady income, their portfolio-stabilizing affects in volatile times...
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Around the world in 80 seconds

Around the world in 80 seconds

January 31, 2024 |Portfolio Advisor – Winter 2024
Canada As the economy began to choke and sputter in the latter half of 2023, the Bank of Canada (BoC) moved to the sidelines in mid-summer, and now appears to be considering rate cuts in the months ahead. Negative GDP growth for the third quarter and...
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What to expect if you are expecting…a tax refund

What to do when you are expecting…a tax refund

January 31, 2024 |Portfolio Advisor – Winter 2024
Five smart ways to maximize your refund this tax season If you are like the more than 29 million individuals and 1.3 million businesses expected to file taxes this year, you may also be one of the almost 18 million who are likely to receive a tax refund...
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Swipe left! Five ways to avoid being swept off your feet by romance scams

Swipe left! Five ways to avoid being swept off your feet by romance scams

January 31, 2024 |Portfolio Advisor – Winter 2024
It’s a tale as old as time: a con artist, often under an assumed identity, targets a naïve or vulnerable individual and feigns romantic interest in them. The con artist gains their affection and trust, and, either through deception or manipulation or...
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International Women’s Day 2024: “We are women, hear us roar!”

International Women’s Day 2024: “We are women, hear us roar!”

January 31, 2024 |Portfolio Advisor – Winter 2024
This year’s International Women’s Day (IWD) serves as an important reminder that the future of the global economy, and the wealth industry in particular, is unquestionably tied to the increasing engagement and success of women. While it’s one day of the...
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Through loving eyes – how to spot the signs of dementia

Through loving eyes – how to spot the signs of dementia

January 31, 2024 |Portfolio Advisor – Winter 2024
The devastating effects of dementia are increasingly a reality for Canadians as our population ages. Alzheimer’s, a prevalent form of dementia, and other types of the disease are estimated to affect more than 600,000 Canadian today, and recent estimates...
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