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 experienced a positive return! Canadian equities posted the highest return as the S&P/TSX Composite rose 6.77%, followed by U.S. equities... read more →
Jul
23
May
04
** Special to The Just Word Blog from Lisa Kramer, University of Toronto ** Foreword from James Gauthier I absolutely admire Lisa Kramer’s work and value her contributions as an Advisory Board member of Justwealth. The field of behavioural finance helps to provide some perspective on why investors don’t act... read more →
Apr
11
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 bit theatrical to some, distasteful to others, but there is no denying that markets around the world react swiftly and... read more →
Mar
29
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 same automatic benefit of avoiding or deferring taxes. Managing investments in a taxable portfolio then becomes a much more complicated... read more →
Mar
29
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 investment accounts. In Part II, we’re shifting the focus to benefits that are applicable to specific individual investor circumstances, which... read more →
Jan
26
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 is designed to be a compelling alternative to Guaranteed Investment Certificates (GICs), term deposits or High-Interest Savings Accounts (HISAs). After... read more →
Jan
15
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 overall with above-average returns in most equity markets and a modest positive return in bonds. Gross performance in all 63... read more →
Jan
09
The Tax-Free Savings Account (TFSA) is an account that offers tax benefits for saving and investing in Canada and when used appropriately can be an integral part of your overall financial plan. The TFSA was originally created back in 2009 and the features were revolutionary at that time and almost... read more →
Dec
21
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 be a bit more open to considering a passive strategy given that they may be a bit older, wiser and... read more →
Nov
30
** Special to The Just Word Blog showing content from a Press Release announcing a partnership between Justwealth and Vexo** A ground-breaking partnership that allows Mutual Fund Advisors to strengthen their client relationships while providing them access to professionally-managed, low-cost ETF portfolios. Vexo Technology Solutions Corp. and Justwealth Financial Inc.,... read more →