by Edwin Wong CFA, CAIA, FRM | Feb 12, 2018 | Investment Planning
A common question that we encounter from private clients moving across the Canada-US border is, “Why can’t I just leave my portfolio with my current advisor/broker/portfolio manager?” There are many nuances to consider regarding cross-border...
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 14, 2017 | Gestion des investissements
Les classes d’actifs actions et obligations sont parmi les plus familières auprès des investisseurs. Alors que ces classes traditionnelles continuent de jouer un rôle primordial dans l’allocation de l’actif, un portefeuille constitué uniquement d’actions et...
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 | Jun 21, 2017 | Gestion des investissements
Le marché canadien a toujours eu la réputation, à juste titre, d’un marché basé sur les ressources naturelles, dépendant grandement des matières premières. Alors que nous sommes tous conscients de ce vieil adage, beaucoup d’investisseurs continue à concentrer leurs...
