Market Insights

When and how to replace a fund in a portfolio

When crafting a client’s portfolio, have a contingency plan: funds can’t always remain with clients over the long term, perhaps for tax or strategy reasons, and sometimes they terminate. Aside from termination, a fund can no longer be suitable when its strategy and risk level changes, or when it merges with another product, says Peter […]

By Katie Keir |April 13, 2017

6 min read

When to trim troubled positions

Keep an eye on companies that no longer exhibit the fundamental drivers that led you to purchase them in the first place.

By Sarah Cunningham-Scharf |April 13, 2017

3 min read

Cannabis stocks fall on Trudeau legislation for legal pot

"Strict legal framework" to be applied to pot production, sale, distribution and possession.

By Staff, with files from The Canadian Press |April 13, 2017

2 min read

Watch for dividend cuts

Dividends have been harder to come by since 2013. Here’s why.

By Sarah Cunningham-Scharf |April 11, 2017

3 min read