For anyone wanting to know about different types of mutual fund distributions and how each is taxed, TD has put together a really great brochure. Topics include: Fundamentals of distributions, Types of Distributions, Impact of Distributions, ROC Distributions, Corporate Class Funds and Other Considerations Read or download it here. If you have any questions, as …
Read MoreA QROPS is a Qualified Recognized Overseas Pension Scheme and the ONLY vehicle for which a UK Pension can be transferred into Canada. As of writing this, only ONE company in Canada has been approved by the UK Government as able to open and maintain QROPS accounts. This is a big deal if you already living in Canada …
Read MoreFidelity’s Mark Schmehl doesn’t do value investing, or any other styles for that matter – here’s why he’s better off Mark Schmehl, who manages four portfolios at Fidelity Investments Canada, graduated from Columbia University, “the home of value investing, he recalls, where Buffett himself graduated. Buffett is a fantastic investor,” Schmehl readily recognizes, “but he’s …
Read MoreIf Steve sold his units just before the income distribution date, would he still receive an income payment? Read the full article here.
Read MoreIn the folktale “Henny Penny” (also known as “Chicken Little”), the eponymous lead character gets hit on the head by an acorn that drops from a tree and reaches the alarming conclusion that the sky is falling. She then sets out to warn everybody, ultimately amassing an ardent following of farmyard fowl (such as Ducky …
Read MoreI really, really, really enjoy reading the articles that Edgepoint produces throughout the year. They are on point and an easy read for clients too. Here are two recent ones that are worth sharing. #1 Clarifying Book Value – this can be confusing… #2 Four Certainties of what’s NOT going to change in the next …
Read MoreCarl always says that patience is the secret sauce so I had to share this video with you! Morningstar Video – OTIS and Bob.
Read MoreI found this to be a great recap to last year and some forward looking thoughts for 2019. Recap & Outlook – Clement Gignac – Industrial Alliance
Read More‘Tis the season to be… thinking about year end tax and investment planning! My tree was up very early this year (thanks to some very keen kiddos), my aunt delivered the most beautiful wreath to my door one Friday night and with all the snow in November, I’m very much in the holiday spirit! Now, as …
Read MoreIf you’re wondering what we can do for, this article explains three (of the very many) ways a financial planner can add value. Here’s the link! Happy reading and Happy Canada Day to all. https://www.fidelity.ca/fidca/en/expertinsights/personalfinance/financial-professional-add-value
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