Viewpoints about Value of advice
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Dollar-cost averaging — How market volatility can work to your advantage
When markets fall, your immediate thought might be to sell. What you don’t realize is that if you try to time the market, it could cost you more to leave than to stay invested.
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Five timeless principles for investing success
While investing in volatile times can sometimes challenge your discipline and commitment, there are timeless principles to include in your investment strategy that can help ease your mind and keep you focused on the long term.
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Equipping advisors to be better financial coaches
New course from Manulife Investment Management promises more productive client conversations with behavioural economics insights.
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Case in Point: Segregated funds can lead to win-win-win situations
Segregated fund solutions can speed up wealth transfer, help bypass probate and simplify the estate administration process. Learn how.
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Bring the magic
Many clients find their financial advisor through word-of-mouth, so how do you get your clients to refer you to others? It’s not always easy, but getting clients to talk about you in a positive light can lead to more introductions and referrals.
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The roller coaster of investing behaviour webinar — a summary
We held a practical webinar that offered insights and advice on how investors make decisions during times of crisis and market volatility. Read the highlights.
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Taking the team approach
The experience of the coronavirus pandemic clearly confirmed that Canadians are much better prepared to face challenges and make informed decisions when they can trust and rely on the advice of experts. Thankfully, we can only speculate how the situation could have unfolded without the commitment of leading authorities to guide us through such unprecedented circumstances.
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Take the emotion out of investing
When markets turn negative, investors become fearful and decide to cut their losses and “sell low”. The investing emotional roller coaster shows what an investor may experience as their investment rises and falls.
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Things to Remember About a Power of Attorney (Quebec edition)
A power of attorney authorizes one or more people to manage money and property on behalf of someone else (the grantor). With a power of attorney for property, one individual (the attorney) makes financial decisions on behalf of another (the grantor).
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