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Read more: April 2025 Portfolio Management Team Update9 minutesto read
April 2025 Portfolio Management Team Update
Summary Market Review: Most global indices declined in March to cap a challenging quarter, before President Trump’s…
All news & commentary
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1 minutesto read
Distributing estate assets & avoiding potential estate conflicts
When clients sit down to write out their estate goals, they almost unanimously want to…
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1 minutesto read
Luft Financial Model Portfolios: Q2 2018 review
Luft Financial model portfolio updates help you understand the complexity of your assets, better manage…
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1 minutesto read
Bank of Canada raises rates: Should your mortgage be variable or fixed?
The spread in Canada between a five year fixed rate and a five year variable…
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1 minutesto read
The Money Letter: Create opportunities
Political and regulatory risks – broadly defined as risks emanating from the political and/or regulatory…
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1 minutesto read
Long Term Care Insurance – get it before it’s gone
Although many people consider Long Term care insurance as insurance meant for the elderly, it…
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1 minutesto read
Life Insurance… Why do I need it?
The short answer to this question is “you don’t”, but your family/loved ones might.
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