What is discretionary investment management? Discretionary investment management is the buying and selling of investments on your behalf by a licensed Portfolio Manager who is granted authority to undertake trades…
Tag: financial planning
Taxes and Financial Planning
TAX & FINANCIAL PLANNING Have you thought about what your current and future financial picture looks like? You work hard for your money, are able to pay the bills, and…
Globe & Mail video: What CPP's investments tell us about the importance of portfolio diversification
Watch Rob Carrick speak with president and CEO of the CPP Investment Board about their investment portfolio.
Is Your Advisor Pressuring You? Maybe Someone’s Pressuring Them
When you first meet with a new financial advisor, you should not find yourself on the receiving end of a high-pressure sales pitch. Your new advisor should not be trying…
CNBC Article: World's richest families cutting hedge fund investment, family office survey finds
by Leslie Shaffer Managers who invest the money of the world’s super-rich have been pulling out of hedge funds and increasing their allocation to private equity and private debt, a…