Finding the boon in the bear

October 31, 2022 |Portfolio Advisor – Fall 2022

How investors can uncover important learnings in challenging markets.

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Building wealth one step at a time

October 31, 2022 |Portfolio Advisor – Fall 2022
Dollar-cost averaging (DCA) is a simple but effective investment strategy that works through every type of market – and can be especially rewarding during volatile markets. With DCA, you invest a certain amount at regular intervals, say monthly. Over...
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Giving is its own reward…but a tax receipt can be rewarding too!

October 31, 2022 |Portfolio Advisor – Fall 2022
Giving to worthy charities at any time is a good thing. But as year-end approaches and our mail and email boxes fill up with solicitations, our hearts and our minds – given the various methods to give and the impact of each option on your charitable tax...
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Lots of phish in the sea

October 31, 2022 |Portfolio Advisor – Fall 2022

How to avoid “phishing” emails and cyber fraud

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Recession-proof your portfolio with the three Rs

October 31, 2022 |Portfolio Advisor – Fall 2022
What do you do with your investment portfolio when you hear the infamous “R” word – recession? It’s easy. Just follow the three Rs: review, rebalance and relax. Recession: the nasty nine-letter word The strong post-pandemic economic boom – combined with...
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Around the World in 80 Seconds

October 31, 2022 |Portfolio Advisor – Fall 2022
Canada Having raised interest rates at the fastest pace in 40 years, the Bank of Canada has squarely set its sights on quelling inflation – and quickly. Regardless of the economic impact, the Bank clearly sees inflation as enough of a threat that it warrants...
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