As we embark on a new year, tax planning is top of mind. We have outlined important dates and information to help guide you through the upcoming tax season.
2022 Pooled Fund Realized Distribution Guidance
2022-12-21, Jason Reed
Remember, pooled funds are required to transfer interest income, dividend income, and realized capital gains to the underlying unitholders for tax preparation.
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Investing In China
2022-12-02, Jason Reed
Our cautious view on China means we have limited exposure going into a tough year for Chinese stocks.
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Demystifying Bonds
2022-09-27, Jason Reed
Bonds are usually the safer part of investor portfolios, but they are often misunderstood. So how do bonds work? In this article we attempt to demystify bonds.
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Slaying The Inflation Beast
2022-07-15, Jason Reed
With an overheating economy and rising prices, the BoC’s mission is clear: it must raise interest rates to reduce inflation without triggering a recession.
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Reducing Sequence Of Return Risk
2022-06-21, Jason Reed
Bad returns early in retirement can cause an investor’s capital base to erode such that withdrawals grow to an unsustainably high percentage of assets.