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Retirement

More time for fun and family

In retirement, you have more time to be there when your family needs you.

More time for fun and family

Magazine Archive

Getting back to balanced

To illustrate how to rebalance a portfolio, let’s look at a simple portfolio with four asset classes and a...

Getting back to balanced

Magazine Archive

Portfolio rebalancing: Why, when and how much

Markets can throw your portfolio out of whack, and without rebalancing you could end up taking on far more...

Portfolio rebalancing: Why, when and how much

News

A job for life isn’t an outdated notion says study

About 50% of working Canadians have been with one employer longer than five years

A job for life isn’t an outdated notion says study

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Financial Planning

A delicate juggling act: Mortgages, kids and saving

The Masons want to pay off the mortgages on two properties while saving enough to put four kids through...

A delicate juggling act: Mortgages, kids and saving

Magazine Archive

The all-Canadian portfolio fix

The Rousseau's portfolio is too heavily weighted in Canadian equity mutual funds

The all-Canadian portfolio fix

Magazine Archive

Don’t call him a robo-adviser

Each client gets an adviser made of flesh and blood

Don’t call him a robo-adviser

Financial Planning

Give in the moment

Don’t wait until you’re gone to leave your wealth to family and charity. Give while you’re alive...

Give in the moment

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Retirement

Retirement: It’s all in the timing

If you quit work right before a bull market, your portfolio will thrive. But retire before a downturn and...

Retirement: It’s all in the timing

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