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In only approximately 6 months, new rules on Corporate Owned Life Insurance, encapsulated by new tax legislation, will be released for the Client Relationship Model – Phase 2 (CRM2).
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In only approximately 6 months, new rules on Corporate Owned Life Insurance, encapsulated by new tax legislation, will be released for the Client Relationship Model – Phase 2 (CRM2).
What is the efficient-markets hypothesis and how good a working model is it?
Today, as we continue to explore the insights I’ve found most important in my 25 years as a financial professional, I’d like to share what I call the Three T’s of Successful Investing.
To preserve and build wealth according to your goals, you must save and invest. Today, I’d like to explore another timeless insight toward the top of my list of best investment practices.
In part II, we will review the pros and cons of using a portfolio of high-yield bonds to create your income stream.
Investment portfolios are not a financial plan in and of themselves. They are the tool that help supplement other income sources to ensure the success of your financial plan.
Let the Evidence Be Your Guide. Twenty-five years ago, when I founded The McClelland Financial Group of Assante Capital Management Ltd., it may not have been the most obvious choice for the son of an independent book publisher.
A common misconception about financial advisors is that they know how to predict the market or at least know when to get in and when to get out. The latter is known as perfect market timing. I think it is safe to say that no one can time the market with absolute certainty, however, if …
Most Canadians are familiar with the term GIC – Guaranteed Investment Certificate. For those that are not, a GIC is a type of fixed-income investment provided by financial institutions. Typically offered in specific terms (1 – 5 years), a GIC guarantees interest payable and the return of principle at the end of the term. The …
Like any other professional service, financial advice has a cost. This is not debatable. Contrary to what people may think, good financial advice is not free. Before asking yourself, “how much are my fees?”, a more appropriate question is, “how is my financial advisor compensated?” The most common compensation models that financial advisors employ are …
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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.