If there’s one thing this year has shown, it’s how life can change on a dime. In a recent poll, we found that COVID-19 has left many Canadians revaluating their financial priorities. Investors are adapting to their new reality by focusing more on thei...
Many Canadians are increasingly relying on their own resources to fund their retirements....
In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan examines the catalysts impacting economic recovery and resiliency that the world has shown during the COVID-19 crisis....
This e-book reviews the various factors you need to consider regarding the transfer of your estate....
Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them. ...
Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand....
In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares reasons for the strong market recovery in Q2, and explains that we are witnessing the emergence of new economy....
There is an oft-used expression in our industry that markets go down the elevator and up the stairs. However, this year, one of the sharpest and swiftest market declines in history has been followed by one of the swiftest and sharpest climbs. This is...
Last week, we discussed two elements of due diligence: the importance of going beyond narratives and numbers, and that fund names rarely describe what a fund truly does. This week, we’ll expand this conversation a little further and I’ll highlight a few...
Over my next few letters, I’ll take you through examples of what to look out for and give you a sense of the types of questions to consider when evaluating potential funds.This week, we look at two themes: Stories and Numbers; and What’s in a Name. After...
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