What Is Discretionary Fund Management? A Guide to DFM and Discretionary Portfolio Management
Discretionary fund management (DFM) is a professional investment service where a portfolio manager makes day to day investment decisions on behalf of a client, within an agreed strategy.
Generational Wealth Planning: How to Preserve, Protect and Transfer Wealth With Purpose
Generational wealth planning is about helping a family understand what their wealth is meant to do, how it should be protected and how future generations can be prepared to receive it responsibly.
What Is Wealth Management? How Integrated Wealth Planning Supports Affluent Families
Wealth management is the ongoing work of organizing, protecting and growing a family’s financial life with purpose.
AI & Financial Planning
Artificial intelligence is changing how financial planning works – and at Access, we want you to understand exactly how.
Understanding Performance Returns
When you open your investment statement, you may notice two performance numbers that look surprisingly different – even though they describe the same account over the same period. That’s not a mistake…
Your Home May Not Be Your Best Investment
It’s one of the most deeply held beliefs in Canada: that owning a home is the smartest investment you can make. But what if the math doesn’t actually back that up?
What’s In Your Junk Drawer
Most people have the financial equivalent of a junk drawer. They have TFSAs, RRSPs, GICs, RESPs, pensions, CPP, houses, mortgages, insurance policies, stocks, and more.
Give more, pay less: the case for donating your winners directly to charity
Selling an appreciated investment before donating the proceeds can quietly cost you – and the charity – thousands. There’s a better way.
When Volatility Returns: positioning over reaction
Volatility has returned to markets, and with it the familiar temptation to do something – anything – in response. But what should you do?
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