Portfolio Strategy
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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
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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
Let’s Talk About Trusts
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Damian McGrath, Senior Trust Advisor with Raymond James Trust (Canada), joins the Advantaged Investor to discuss trusts
Retirement & Estate Planning
Let’s Talk About Trusts
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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
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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
Seniors and Social Isolation
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Neela White, portfolio manager, joins the Advantaged Investor to discuss the issue of social isolation and its effects on individuals and society as a whole
Retirement & Estate Planning
Settling an Estate: The Role of the Executor
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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
