27 January 2014
Product Updates

London Life wins three Fundata awards

London Life won three trophies at the FundGrade A+ event held in Toronto on Jan. 23, 2014. The awards are presented annually to Canadian investment funds that achieve superior risk-adjusted returns relative to their peer group. The following London Life funds received the illustrious A+ rating this year: London Life Global Balanced (Mackenzie) London Life […]

10 January 2014

Investment commentary (January 2014)

  Market Matters 2013 Highlights      Equity markets roared ahead and the U.S. market led the way. In 2013 the S&P500: o Saw 40+ new closing highs; o Had its best year since 1997; o Showed remarkable breadth with 455/500 members advancing; o Gained more than 10% in every sector.      Canadian equities fared well, […]

2 January 2014
Tax and Planning

Your Financial Security (Issue 1, 2014)

  Save it. Spend it. Leave it. A strategy to help optimize your net worth Growth on money held in passive investments is taxed at the highest marginal tax rate. The erosion of future growth potential due to taxes may threaten your financial security plan. However, the “Save it. Spend it. Leave it.” strategy shows […]