par Benoit Gaumont | Nov 22, 2022 | Chronicles
Capital gains or losses The end of the year is a good time to clean up your unregistered portfolios. Nobody is happy that the financial markets have been down since the beginning of 2022, but did you know that you could perhaps take advantage of it? Indeed, capital...
par Benoit Gaumont | Sep 23, 2022 | Chronicles
With the current turmoil in the financial markets, a return to basics can reassure you. Here is the last of two chronicles to stimulate your thinking. Rely on a detailed cash flow projection The choice of calculation assumptions is of the utmost importance. The main...
par Benoit Gaumont | Août 18, 2022 | Chronicles
With the current turmoil in the financial markets, a return to basics can reassure you. Here is the first of two chronicles to stimulate your thinking. A pause is necessary in order to put all of your objectives into context. You will first need to update the list of...
par Benoit Gaumont | Déc 20, 2021 | Chronicles
A well-diversified portfolio generally consists of fixed income assets and common shares (also called stocks or equities). A common share is a negotiable title (on a stock exchange), representing part of the share capital of a capital company. Simply put, owning a...
par Benoit Gaumont | Nov 18, 2021 | Chronicles
A well-diversified portfolio generally consists of fixed income assets and securities (stocks). A fixed income asset is the equivalent of a loan made by an investor to an issuer. In return, the issuer undertakes to pay the interest provided for in the contract and to...
par Benoit Gaumont | Oct 19, 2021 | Chronicles
Before starting to invest in the financial markets, any investor should have a good understanding of the basics of finance. Here they are : The value of money over time The relationship between risk and return Diversification We will explain each of these bases in...
