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.
2024 Responsible Investing Update
2024-11-27, Rachael Lees, CFA
Learn how QV’s integrated responsible investing process is enhancing perspectives and investment decision-making
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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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Protecting Vulnerable Clients
2024-11-13, Vanessa McNabb, CIM
An overview of types of financial abuse and how you can protect yourself and your loved ones.
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Politics & Long-term U.S. Equity Returns
2024-11-06, Richard Fortin, CFA
While election results often produce increased market volatility, fundamental drivers are superior determinants of equity returns in the long run.
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3 Commonly Overlooked Investing Pitfalls
2024-10-30, Amir Yazdani
3 critical “Do Nots” that differentiate our fundamental, quality and value-oriented investment strategy from that of short-term, momentum-oriented investors.