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Shiho Okuyama
James Kraft
David Tremblett
Rhonda Blanch

1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

Tips You Can Use Today

Simple Tips That All Investors Can Use

  • Own Quality: Own good companies that do not carry a lot of debt

  • Get Paid: Invest in companies that pay dividends – this will help to reduce the effect of market volatility

  • Do Not Be Emotionally Attached to Your Investments: Base your decisions on logic, reason, and well researched ideas.

  • Reduce Your 'Interest Rate' Risk: Ladder your bond and GIC portfolio so that a portion of your investments mature each year or two – Cash will be readily available

  • Pay Less Tax: Structure your portfolio by using account location strategies

  • Plan Ahead: Consider using insurance products as a vehicle to protect your estate and your family