Explore the organization of mutual funds, focusing on the roles of directors, fund managers, distributors, and custodians within the Canadian financial landscape.
Explore systematic withdrawal plans for mutual funds, including types, benefits, risks, and practical examples. Learn how to manage your investments effectively with ratio, fixed-dollar, fixed-period, and life expectancy-adjusted withdrawal plans.
Explore the intricacies of global macro strategies, focusing on large-scale economic and political changes across global markets, and learn how managers utilize macroeconomic indicators to make informed investment decisions.
Explore the essential due diligence areas for evaluating alternative investments, focusing on investment management structure, risk analysis, operations, fund structure, performance, account composition, and fees.
Explore the intricacies of Pooled Registered Pension Plans (PRPPs), a federal initiative designed to enhance retirement savings for Canadian employees without employer-sponsored plans. Understand contribution limits, investment options, and administrative responsibilities.
Explore the intricacies of private family offices, their role in wealth management, and the services they offer to ultra-high-net-worth families.
Explore the essential documentation and regulatory requirements for managed accounts under IIROC guidelines, including agreements, compliance, and best practices.
Explore the evolution, advantages, and challenges of robo-advisory services in the Canadian financial landscape. Understand how these automated platforms are transforming investment management with lower costs and accessibility.
Explore the intricacies of mutual fund wraps, their advantages, and the role of overlay managers in optimizing asset allocation and managing client portfolios.
Explore the nuances of passive and active investment styles, their strategies, implications on portfolio performance, and their relevance in the Canadian financial landscape.
