Category: Investment Planning

This category summarizes all the investment planning posts for Advantage Wealth Planning.

Oct 31 2013

Indices and Benchmarks – Q3 2013

Indices and Benchmarks – Q3 2013 Reviewing the returns of indices and benchmarks is useful for comparing how your portfolio performed when viewing your latest statement.  A portfolio is made up of several components based upon your risk profile. For example, a balanced portfolio might have 5% cash, 45% bonds and 50% equities. The Canada Pension Plan portfolio …

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Jun 05 2013

The Value of Financial Planning Study

The Value of Financial Planning Study I am a member of the Financial Planning Standards Council (FPSC®).  It develops, promotes and enforces professional standards in financial planning through the Certified Financial Planner®/CFP® certification, and raises Canadians’ awareness of the importance of financial planning. FPSC’s vision is to see Canadians improve their lives by engaging in financial planning. A study …

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May 01 2013

Indices and Benchmarks – Q1 2013

Indices and Benchmarks – Q1 2013 Reviewing the returns of indices and benchmarks is useful for comparing how your portfolio performed when viewing your latest statement.  A portfolio is made up of several components based upon your risk profile. For example, a balanced portfolio might have 5% cash, 45% bonds and 50% equities. The Canada Pension Plan portfolio …

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Permanent link to this article: http://advantagewealthplanning.ca/indices-and-benchmarks-q1-2013/

Permanent link to this article: http://advantagewealthplanning.ca/fee-for-service-financial-planner/

Permanent link to this article: http://advantagewealthplanning.ca/rrsp-versus-tfsa-dont-leave-it-to-chance/