Investors should be pleased with their returns for the second quarter of 2018. North American equities had a very strong quarter while bonds held steady and all 65 Justwealth portfolios... read more →
As we closed out the first quarter of 2018, one fact became increasingly clear: when President Trump tweets, markets listen. The unconventional tact of the U.S. leader may seem a... read more →
When investors run out of contribution room in their tax-sheltered investment accounts such as RRSPs and TFSAs, they often continue investing in a non-registered account that does not have the... read more →
In Part I of examining the tax-inefficient practices of many investment providers, we focused on the tax-efficient structure of portfolios and how that could create savings for investors with non-registered... read more →
We are pleased to announce the addition of an industry-leading 64th portfolio into our robust lineup. The Justwealth Tax-Efficient Capital Preservation Portfolio was created based on overwhelming client demand and... read more →
Markets finished off 2017 with a strong fourth quarter despite a bit of a pullback in the month of December. Looking back over the full year, investors should be pleased... read more →
The argument for using a passive investment strategy compared to an active strategy applies to all ages, not just someone in their 40’s. But, someone in their 40’s might just... read more →
Interest rates are officially on the rise! The Bank of Canada raised the target for the overnight rate twice by 0.25% in the past quarter, moving it off the 0.50%... read more →
In July of 2016, new requirements came into effect for investment firms to provide new disclosure in the areas of performance and operating expenses. These requirements have commonly been referred... read more →
Markets presented a bit of a reality check for investors in the second quarter as the streak of abnormally high quarterly returns ended. Among the worst performers in the world... read more →