Pursuing a Better Investment Experience

Here are 10 things you can do to improve your investment experience:

  1. Embrace market pricing
  2. Do not try to outguess the market
  3. Resist chasing past performance
  4. Let the markets work for you
  5. Learn the drivers of return
  6. Practice smart diversification
  7. Avoid market timing
  8. Manage your emotions
  9. Look beyond the headlines
  10. Focus on what you can control

Click here for more details or talk to one of our investment professionals by calling us toll-free at 800-678-5007.

Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

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