Portfolio Strategy
11/19/2021
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
11/17/2021
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
11/17/2021
Damian McGrath, Senior Trust Advisor with Raymond James Trust (Canada), joins the Advantaged Investor to discuss trusts
Retirement & Estate Planning
GOLD-ilocks and The Three Bears
11/17/2021
Head of Investment Strategy Nadeem Kassam join the Advantaged Investor to discuss a recently written piece by our PCS team titled Goldilocks and Three Bears.
Markets & Investing
Market Outlook and The Current Environment
11/10/2021
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
11/10/2021
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
11/10/2021
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
