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M5X 1H3
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| Managing Your Wealth | |
| 2019 Wealth Planning Facts & Figures | |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
| Estate & Succession Planning | |
| Estate Information Organizer | |
| 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 | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Economic and Market Updates | |
| Portfolio Strategy | |
| Strategic commentary and an overview of financial markets. | |
| Equity Strategy | |
| Strategic commentary on equities and an overview of financial markets. | |
| Fixed Income Strategy | |
| Strategic commentary on fixed income and an overview of fixed income markets. | |
| Education and Knowledge | |
| Investing Handbook | |
| Understanding the Three Major Asset Classes:Cash, Bonds and Stocks | |
| Periodic Table of Asset Class Returns | |
| As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more. | |
| Providing Investors with Full Disclosure Through the Client Relationship Model | |
| This piece outlines what CRM is and how it provides the disclosure necessary to maintain and build trust among investors. | |
