Managed Money Report
12/21/2021
Associate Vice President & Portfolio Manager, Spencer Barnes, joins the Advantaged Investor to discuss the edition of the Managed Money Report.
Markets & Investing
Healthy Wealthy and Wise
The connection between financial wellness and health can have benefits for your employees and your business.
Business Ownership
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Maximize your legacy through estate planning
The COVID-19 pandemic prompted many Canadians to think more deeply about estate planning.
Retirement & Estate Planning
Six financial principles to strengthen your plan
With the basics in place, financial planning can be both easier and more successful.
Retirement & Estate Planning
What's Your Money Mindset
Understanding your motivators can help you better control your wealth journey
Retirement & Estate Planning
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Tax Flash Bulletin
Federal Economic and Fiscal Update 2021
Tax Planning
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Portfolio Strategy
12/9/2021
Recent developments concerning COVID-19, in particular the Omicron variant, coupled with a major policy shift by the US Federal Reserve (FED) and ongoing pressure from tax-loss selling season, have resulted in an uptick in uncertainty and market volatility.
Markets & Investing
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Insights and Strategies
12/1/2021
In some aspects, 2021 felt like an extension of 2020. Although economies are almost two
years into the recovery, the COVID-19 pandemic has continued to impact people's lives
and made some recall the 1990s movie "Groundhog Day"
Markets & Investing