News & Resources to keep you well-informed
We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.
Portfolio Strategy
11/19/2021
It's been a monster year for equities with most North American equity
indices up ~27% year-to-date, leaving many investors with "Mo Money, Mo
Problems".
Markets & Investing
Incapacity: The Role of the Power of Attorney
11/17/2021
Incapacity: The Role of the Power of Attorney with Paula Lester, Senior Trust Advisor, Raymond James Trust (Canada) and Nuwanthi Dias, Associate, Nelligan O’Brien Payne LLP
Retirement & Estate Planning
GOLD-ilocks and The Three Bears
11/17/2021
Head of Investment Strategy Nadeem Kassam join the Advantaged Investor to discuss a recently written piece by our PCS team titled Goldilocks and Three Bears.
Markets & Investing
Let’s Talk About Trusts
11/17/2021
Damian McGrath, Senior Trust Advisor with Raymond James Trust (Canada), joins the Advantaged Investor to discuss trusts
Retirement & Estate Planning
Market Outlook and The Current Environment
11/10/2021
Associate Investment Strategist Luiz Furlani and Head of Investment Strategy Nadeem Kassam talk about the wall of worry, inflation and how important asset allocation is for investors.
Markets & Investing
Market Outlook and The Current Environment
11/10/2021
Associate Investment Strategist Luiz Furlani and Head of Investment Strategy Nadeem Kassam talk about the wall of worry, inflation and how important asset allocation is for investors.
Markets & Investing
Settling an Estate: The Role of the Executor
11/10/2021
The Role of the Executor with Marissa Lydynia, Senior Trust Advisor, Raymond James Trust (Quebec) Ltd. and John Israel Calambos, Partner, Miller Thomson
Retirement & Estate Planning
Managed Money Report - 2021
Understanding the performance drivers of our investments is critical to making the right investment decisions
at the right time.
Markets & Investing
