Canadian investors should consider expanding their investment universe to seek out future growth opportunities beyond the U.S. and should revisit emerging market equities as an important building block in a diversified global portfolio.
Innovating to attract clients, Scott Bonertz and Thomas Diederichs, portfolio managers, Raymond James, developed a unique academic approach. These partners share their successful strategy – and explain how education and financial planning can be a winning combination for Advisors.
As autumn turns to winter, both upside and uncertainty hang in the air. The market recovery, which began on March 23, has caused a divergence in performance between sectors, asset classes and geographies. For timely guidance on asset allocation, Fred Demers, Director of the Multi-Asset Solutions Team (MAST), delivers an update on markets using BMO’s proprietary “five lenses” approach
Advisors looking to expand their business and bring meaningful, value-add solutions to their clients should look to the “estate wedge” strategy, according to Richard Poulin, Director, Intermediary Distribution, Niagara, who outlines how to make this a reality by building awareness and taking a targeted approach to client segmentation.