Investor Education 

  • Longevity Risk – Canadians are living longer and longer. Most of us will likely see our 80th birthday and a growing number of us are expected to live to 100.
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  • Currency Risk – Canadians love to cross-border shop. The selection is broader, the prices are better and there are plenty of opportunities to hunt for bargains.
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  • Risk Tolerance – Some people may find sky diving thrilling; others would rather keep their feet on the ground.
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  • Global Investing – Most Canadians have the vast majority of their wealth invested in domestic assets: homes, cottages, businesses, pensions, and investment portfolios.
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  • Funded Ratio – When it comes to your retirement, determining the size of your nest egg is key.
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  • Impact of Inflation – Canadian consumers are well aware of the impact of inflation on their household budgets
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  • Prepare for Retirement – Determining how much savings or annual income you will need to fund your retirement can be difficult to pinpoint, but it is a critical component of defining your retirement lifestyle and goals.
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  • A primer on Bonds – Bonds and other fixed-income instruments may provide a counter-balance when combined with more volatile equities because bonds typically fluctuate less than, and at different times than, stocks.
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