by Edwin Wong CFA, CAIA, FRM | Sep 25, 2018 | Investment Planning
In prior blog entries, I have discussed some of the regulatory issues associated with managing cross-border portfolios, as well as different approaches to cross-border portfolio management. While these topics are certainly important, a portfolio transition, or the act...
by Edwin Wong CFA, CAIA, FRM | Jun 5, 2018 | Investment Planning
In a previous blog entry that you can find here, I discussed some of the regulatory issues associated with portfolio management in the cross-border context. For the moment, let’s set regulatory issues aside and focus on cross-border portfolio management purely from an...
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 Jeremy Voisin B. Comm., F .Pl. | Sep 27, 2017 | Investment Planning
The Bank of Canada Has Increased Its Interest Rate As expected, The Bank of Canada has raised its key interest rate to 0.75 per cent — the central bank’s first move upward in the cost of borrowing in seven years. The bank’s target for the overnight rate —...
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...
