Portfolio construction

How do you talk about performance? Fallback Image Decorative pattern

Planning and Advice

How do you talk about performance?

Q: How do you talk about performance without committing yourself to future results? Reg Jackson portfolio manager, JMRD Wealth Management at National Bank Financial, London, Ont. Our team has three main objectives for all clients: Benchmarks are useful to provide a comparison; however, what happens if the benchmark is down 20% and your client is […]

March 4, 2016

2 min read

Are share buybacks good for your client’s portfolio? Fallback Image Decorative pattern

Market Insights

Are share buybacks good for your client’s portfolio?

Yes, but look under the hood at the firm’s financials

March 4, 2016

6 min read

When diversification drags returns Fallback Image Decorative pattern

Market Insights

When diversification drags returns

Are your clients’ portfolios watered down?

By Caroline Cakebread |March 4, 2016

6 min read

How to build model portfolios Fallback Image Decorative pattern

Industry

How to build model portfolios

Ideally, you'll create one to five model portfolios that can be used for all clients.

By Craig White and Grant White |September 15, 2015

3 min read