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 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... read more →
** 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... 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 →
We are often asked by prospective clients, industry colleagues, and members of the media, “Who are Justwealth’s clients?” It’s a fair question, and we wish that we had a short... read more →
Equity markets continued to advance strongly in the first quarter of 2017 reaching new highs in many regions. Fixed income markets also bounced back after an unusually weak previous quarter... read more →