Category: Investment Planning

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

Permanent link to this article: http://advantagewealthplanning.ca/tfsa-update-additional-5500-of-room-available-in-2013/

Oct 30 2012

Indices and Benchmarks – Q3 2012

Indices and Benchmarks – Q3 2012 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 …

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Mar 22 2012

Quickly Compare Two Stocks

Quickly Compare Two Stocks If you want to quickly check a chart comparing two different securities, this chart package works well and it’s free. For an example, I did a default setting of comparing the S&P/TSX (Canadian Equity) and S&P500 (US Equity) markets in % change. The default is 1 year but you can change the time-frame by clicking on the different …

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Mar 22 2012

Chart a Stock or Index for Free

The default chart is the S&P/TSX (Canadian Equity) market.  To change securities, enter a name or symbol in the box. Change the time-frame by clicking on the different periods at the bottom of the chart.     81 total views, 0 views today

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Jan 04 2012

Fee-Based Account Types

Fee-Based Account Types For individual accounts with invest-able assets greater than $35,000, we have strategically partnered with Provisus Wealth Management Limited.  They managed the portfolios and we at Advantage Wealth Planning do the financial planning to support these investment solutions. Provisus Wealth Management Limited offer clients a customized solution utilizing stock and bonds, actively managed ETF portfolios, institutional mandates and …

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Permanent link to this article: http://advantagewealthplanning.ca/fee-based-accounts/