Actualis



December 2018
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The best of Actualis in 2018

Maintaining your standard of living in retirement
Discover five key factors to consider.
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A portfolio that reflects your reality
What can you do to make your investment portfolio meet your objectives as accurately as possible? Here are a few basic concepts.
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Philanthropy: an important part of an integrated financial plan
Overview of the main concepts to consider when developing a strategy for planned giving.
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Ensuring a smooth business transfer
Five things that could tip the scales towards success.
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Portfolios of funds at a glance
Portfolios of mutual funds, or “funds of funds,” are growing in popularity across Canada. Why have we taken such a shine to these investments?
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Retirement savings withdrawal strategies
By the end of the year in which you turn 71, you are required to close any registered retirement savings accounts and choose one or more withdrawal plans. Learn more about them.
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Money by marriage
Stepfamilies can produce some unanticipated situations when it comes to deciding who gets what slice of the financial pie.
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Life insurance and estate planning
Learn a few strategies for protecting your estate and simplifying the transfer of wealth.
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What’s the purpose of a holding company?
Many business owners structure their activities around a holding company. What’s that, and what are the advantages of this approach?
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Should we be concerned about the effect of interest rates on our investments?
When interest rates are rising, the first question that comes to mind usually concerns the cost of borrowing. But can increasing rates also affect our investments?
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