Situation économique et analyses de marché
The attached article, Evaluating Portfolio Performance, discusses the different benchmarks and indices that you can use, but also discusses the concept of goals-based investing.
Formation et acquisition de connaissances
Recherche
Rates Scenario, covering currencies and markets outside of the U.S. and Canada.
Planification successorale et planification de la relève
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Gestion de patrimoine
This is a helpful resource summarizing important tax, retirement and estate planning information.
This examines the detrimental effects of negative returns at the beginning of retirement, as retirees withdraw from their capital; in turn, causing erosion of retirement savings.
Stratégies de planification fiscale
Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.