2022 Multi-Asset Outlook

Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

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RRIF, meet JLTD

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Prepare for the unexpected

The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

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Responsible investing is also smart investing

Investors want to know that companies they invest in do more than turn a profit – they should also respect the environment, society and shareholders. Find out about the ABCs of ESG....

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Control the inheritance you leave to your heirs

Think trusts are only for the rich and famous? You’ll see a variety of uses that show why trusts can meet the estate planning needs of just about anyone....

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When’s the best time to invest?

Some investors wonder about contributing more when markets are booming. Or not investing when markets have fallen. Find out why the way you invest now may be the smartest choice....

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Will Higher Inflation Lead to Higher Returns?

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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How to Budget for the Holiday Season

Holiday seasons are times where you get to share memorable moments with your loved ones. It is also an opportunity to take personal time off and relax. Whatever is the case for you and whoever you are sharing the holiday with, you need adequate budge...

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ESG Investing

ESG stands for Environment, Social, and Governance.  It is a set of criteria that is used by socially conscious investors who screen prospective investments for ethical business practices....

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Your Investments Might Have a Larger Impact on Global Warming

Global investors may have a larger influence on climate change than we thought according to new research.  The study shows that publicly listed companies worldwide account for 40% of all climate-warming emissions, putting shareholders of those firms....

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