Posts Taged financial-planning

Can I retire?

From the desk of Erin Gendron... At the beginning of the year, over 1500 randomly selected Canadians were polled on their retirement goals and expectations. How do your retirement goals and savings stack up against these findings? Not quite sure if you’re on track? Read on and let us help! 4 Practical tips to help you [...]
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Turbulence

Commentary from the desk of Brent Vandermeer Market turbulence often causes increasing amount of concern for investors. This is completely understandable.  This is especially true given the last few years of market performance. Interestingly, many of you (my clients that is) haven’t appeared to be overly concerned the last few months (based on your questions, […]

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ETFs: A few considerations for your portfolio (part 2)

Brent Vandermeer, Portfolio Manager, Director Private Client Group Special to Financial Post | July 15, 2014 In the first half of this article, we outlined the debate between passive and active investing and then proceeded to show the tax considerations of foreign exchange traded funds (ETFs), the pitfalls of leveraged ETFs and various filters or […]

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ETFs: A few considerations for your portfolio (part 1)

Brent Vandermeer, Portfolio Manager, Director Private Client Group Special to Financial Post | July 8, 2014 There are many benefits to using exchange traded funds (ETFs) in one’s portfolio. With so many people now using them, including many advisors and portfolio managers, it might be helpful to give an overview of some key characteristics of […]

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