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Set up your portfolio for success in 2016

How to prepare for the year ahead after one of the worst market showings in recent memory

Set up your portfolio for success in 2016

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Planning a Canadian retirement on a U.S. income

What is the best way for Amy to convert her U.S. salary into Canadian dollars as she approaches retirement?...

Planning a Canadian retirement on a U.S. income
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Calculating capital gains on U.S. stocks

Selling U.S. equities? Keep the exchange rate in mind

Calculating capital gains on U.S. stocks

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How to invest conservatively without bank GICs

Jack has more than $100K to invest but his bank GICs aren't cutting it

How to invest conservatively without bank GICs

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Money in too many places

In most cases, an overly complicated portfolio will work against you and your future heirs. Here's why and how...

Money in too many places
RRSP contribution limit

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Managing investment income in your RRSP

You won't have to pay capital gains taxes within your RRSP— at least not yet

Managing investment income in your RRSP

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Transferring RRSP stocks to a dividend reinvestment plan

Watch out—a DRIP could affect your asset allocation

Transferring RRSP stocks to a dividend reinvestment plan

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Retiring in a down market

Should David live off cash savings instead of selling his investments at a loss?

Retiring in a down market

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segregated funds

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Segregated funds: Are the investment guarantees worth it?

When someone offers you a guarantee, it's usually in their best interest, not yours

Segregated funds: Are the investment guarantees worth it?

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