Learn the critical steps in constructing, monitoring, and optimizing Canadian portfolios—covering investment policies, asset allocation, security selection, and ongoing rebalancing.
Explore the benefits, drawbacks, regulatory considerations, and practical guidance on choosing between investing directly in individual securities or using managed products, with a focus on the Canadian wealth management landscape.
Explore how Canadian investors can benefit from global diversification, understand cross-border risks, and learn strategies for building and monitoring internationally focused portfolios.