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Insurance & Investments

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RRIF transfers to spouse using segregated funds

Investments, Personal Finance

Tom and Sharon have been together for about 8 years. This is a second marriage for both of them. Tom is semi-retired; Sharon is a retired schoolteacher. The couple are both wary investors; they still feel the pain of the big market correction in 2008–09. They moved their investments to segregated funds for the insurance guarantees including the ability to reset the minimum guarantees based on the growth on their investments.

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What the U.S. general election results means for the stock market

Investments, Off the Cuff

Ashley Misquitta reviews the U.S. general election results and the potential impact on the markets in this Off the Cuff video.

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Ten retirement myths series: Myth #10

Investments, Personal Finance

The next retirement myth is an example of an inter-generational issue. It also goes back to the issue of when to start making and funding plans for retirement. 


Retirement myth #10: I’m too
 young for critical illness or long term care coverage

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COVID-19 and the K-shaped recovery

Investments, Off the Cuff

In this Off the Cuff video, David Mann discusses how COVID-19 may be resulting in a K-shaped recovery which is exposing relative strengths and weaknesses in operating models.

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Leveraging market opportunities

Investments, Off the Cuff

Greg Chan discusses how our disciplined investment approach allowed us to take advantage of a short term market dislocation in this Off the Cuff video.

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Staying disciplined as speculation heats up

Investment Views, Investments

From the Desk of the CIO: Ian Hardacre shares his views on the current equity markets. Ian also discusses the importance of active management and how a good asset allocation practice can improve a portfolio’s risk-return profile.

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Ten retirement myths series: Myth #9

Investments, Personal Finance

Things often go wrong or take an unexpected turn even though you carefully planned what you were going to do. Robert Burns’ famous line basically said that the best laid plans of mice and men often go astray. That extends to intentions of staying on the job or finding paid work later in life. Here's retirement myth #9:

Retirement myth #9: Go back to work when there are not enough retirement savings

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From the desk of the CIO: Moving up the quality scale

Investment Views, Investments

From the Desk of the CIO: Ian Hardacre discusses the qualitative and quantitative factors used to assess high quality companies. Ian also provides examples of securities added to the fixed income, Canadian large cap and international equity mandates.

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What a credit downgrade means for Canada

Investments, Off the Cuff

In this Off the Cuff video, Geoff Johnston discusses the recent credit downgrade for Canada.

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Ten retirement myths series: Myth #8

Investments, Personal Finance

At the risk of sounding nitpicky, governments don’t pay for anything. Working Canadians do. Taxpayers do. Taxes are directed to certain areas of need. Growing needs and rising costs means that there isn’t enough public money to go around. That reality is hitting retirees and will hit them harder as time goes on.

Retirement myth #8: The government will take care of medical expenses

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