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MoneySense: “How to Survive the Trade War with China”, David Kletz featured

Nov 18, 2019 | MoneySense, Press

The Globe and Mail: “Six Retail ETFs That Could Be a Good Bet This Holiday Season”, David Kletz featured

Nov 12, 2019 | Press, The Globe and Mail

Wealth Professional: “China At Crucial Inflection Point, Says Mordy”, Tyler Mordy featured

Nov 11, 2019 | Press, Wealth Professional

Wealth Professional: “Beware the Pied Piper of Passive Investing”, David Kletz featured

Oct 4, 2019 | Press, Wealth Professional

A retired advisor has been fined $25,000 for recommending at least six clients concentrate their holdings in precious metals despite failing to adequately assess whether these were aligned with essential KYC factors. David Michael Gordon, who worked for FundEx between...

Financial Post: “The Chameleon Effect: Why Investors Need to Understand the Indices Their Passive ETFs Track”, David Kletz featured

Oct 3, 2019 | Financial Post, Press

Advisors can help parents teach their children five key lessons about managing their money, ensuring they are better equipped to tackle financial situations as they get older. The Canadian Foundation for Economic Education (CFEE) recently relaunched its Money and...

The Globe and Mail: “How Advisors Can Get Canadians Past Their ‘Home Bias’”, Rob Duncan featured

Oct 1, 2019 | Press, The Globe and Mail

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Recent Posts

  • MoneySense: “How to Survive the Trade War with China”, David Kletz featured
  • The Globe and Mail: “Six Retail ETFs That Could Be a Good Bet This Holiday Season”, David Kletz featured
  • Wealth Professional: “China At Crucial Inflection Point, Says Mordy”, Tyler Mordy featured
  • Special Report – Ask Forstrong: Postcard From China
  • Wealth Professional: “Beware the Pied Piper of Passive Investing”, David Kletz featured

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