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Staying the Course

2025-05-28, Jason Reed, CFA

While our economic system is not always perfect, there are powerful incentives at play for investors that can stomach a little volatility.

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Things You Can Control… When Things Seem Out of Control

2025-05-01, Jesse Brewster, CIM

Market volatility can be dizzying, but for long-term investors with a little financial discipline, there are plenty of opportunities.

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Investing a Lump Sum with Confidence

2025-02-26, Jason Reed, CFA

While receiving a cash inflow should be a cause for celebration, it can also be stressful, as it comes with a decision: how should you use it?

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What You Need to Know About Tax Planning in 2025

2025-01-29, Vanessa McNabb, CIM

With the sudden prorogation of Parliament, many Canadians are left wondering how the proposed increase to the capital gains inclusion rate will impact them.

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The RRIF Drawdown Decision

2024-12-03, Jason Reed, CFA

How much do you know about optimal RRIF withdrawals? The complex decision may impact the taxes you pay and the legacy you leave to your loved ones.

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2024 Pooled Fund Realized Distribution Guidance

2024-11-25, Vanessa McNabb, CIM

This note provides preliminary guidance on the estimated capital gains to be distributed from our pooled funds at the end of the year.

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