Resources
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Retirement Financial Guide: Ages 65+
Enjoying Your Chill Out Years. Retirement can be an especially satisfying time in your life. But it’s much easier to relax and enjoy yourself if you have a comfortable lead – do you have enough?
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“The Empowered Investor” outlines 8 key investing principles to help you build a ‘Blue Ocean Investment’ experience.
Pre-Retirement Financial Guide: Ages 50-65
Are you on track? Planning for your Prime Earning Power Years. Once you’ve hit your career stride, you can start building on your foundation with some important power plays.
Financial Accumulation Guide: Ages 25-50
Laying a Strong Foundation for Future Success. The best time to become an Empowered Investor is when you’re just getting started. How do you build a strong foundation for your future, while also enjoying a meaningful life along the way?
Winning Investing & Planning Principles: Putting It All Together
Becoming an empowered investor is as much about identifying what financial serenity means to you as it is about understanding the mechanics of investing.
Financial Security for Life Guide
A guide for financial life planning. If you don’t start with a plan, and then structure your savings and investments accordingly, your money and wishes alone may not take you where you’re hoping to go.
The 5 Ws of Estate Planning with Edmond Fhima
Without a valid Will, the government is the decision-maker for the future of your children and your assets yet less than 50% of Canadians have a Will in place.
Investment Principal #4: Using Investment Factors To Pursue Higher Returns
By mixing and matching factor-based asset classes into a personalized portfolio, you can pursue higher expected returns while managing the investment risks involved.
Inflation, Market Volatility and Your Portfolio
What’s the best investment strategy for an investor during times of high inflation? Should you adjust your portfolio in light of current volatility?
Investment Principal #3: Using Passive/Index Funds or ETFs
Index-based or passive asset class funds focus on how to reduce the costs and frictions involved in capturing the market’s generous expected returns over time.
Investment Principal #2: Diversify Your Asset Classes
The magic behind diversification is found in a financial measure known as correlation, or the degree to which two asset classes move in similar patterns.