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2022 Pooled Fund Realized Distribution Guidance

2022-12-21, Jason Reed, CFA

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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QV’s Values

2022-12-16, Darren Dansereau, CFA

Our corporate values are something we take seriously and work hard to embody and implement daily. Learn more about who we are and our corporate culture.

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What You Risk Reveals What You Value

2022-12-07, Vanessa McNabb, CIM

Setting sound investment goals that marry your ability to assume risk with your willingness to accept risk, can overcome an unhealthy aversion to risk.

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A Recipe For Disaster

2022-11-25, Amit Shah, CFA

QV has no direct exposure to cryptocurrency, but the FTX bankruptcy presents relevant learnings for investors.

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On Resilience

2022-10-21, Diana Chaw, CFA

The probability of recession is high. For companies and portfolios, what does it mean to be positioned defensively?

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Demystifying Bonds

2022-09-27, Jason Reed, CFA

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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