by Edwin Wong CFA, CAIA, FRM | Dec 20, 2017 | Investment Planning
Investing involves putting your money into something – a stock, a bond, a piece of real estate – with the intention of earning a positive return. With the industry-wide implementation of the Client Relationship Model II, also known as CRM2, investors now have...
by Edwin Wong CFA, CAIA, FRM | Jul 5, 2017 | Investment Planning
Most investors are familiar with investing in individual stocks and bonds. While these “traditional” asset classes continue to play a key role in asset allocation, a portfolio consisting solely of stocks and bonds in today’s low-yield environment may possess undue...
by Edwin Wong CFA, CAIA, FRM | Apr 11, 2017 | Investment Planning
Canada, to use the old (pejorative) adage, is the country known as “hewers of wood and drawers of water,” historically reflecting our economy’s reliance on natural resources. While we may chuckle at this antiquated notion, many investors continue to adhere to an...
by Edwin Wong CFA, CAIA, FRM | Feb 15, 2017 | Investment Planning, Retirement Planning
Canadians are in the full swing of retirement savings plan (RSP) season, and to build on Jeremy and Matt’s January 31, 2017 blog entry related to cross border taxation of RSPs, which you can view here, I will highlight a couple of issues related to foreign exchange...
