Technology has made the world smaller. Things move fast and things change even faster. The news, views, and concerns of the world make it to our screens in the matter of seconds. When it comes to wealth management and investing, it can be hard to keep perspective.
Almost two years to the day since Derek joined WDS, we’re excited to tell you about our latest addition, Richard Coffin. WDS recognizes that we are in a people business and must attract talent to continue delivering top-notch wealth management services to you. As we grow, we need to add […]
WDS proudly announces that Derek Dedman has attained the highest level in the investment industry, portfolio manager. Portfolio manager is a position that a person must work his way up to over the course of a career. After all, portfolio managers are ultimately responsible for making the final investment decisions […]
We aren’t. There are more than enough experts to tell us what will and won’t happen after the UK voted to leave the European Union. Many are the same voices—only days ago—who vehemently predicted a stay victory. Newspaper, radio and TV headlines speak of stock market declines around the globe; […]
The 2015 Federal Budget changed the rules governing registered retirement income funds, or RRIFs, to allow seniors to preserve their tax-sheltered assets for longer. These changes apply to all types of RRIFs, including Life Income Funds (LIFs) and other locked-in retirement accounts. The government lowered the RRIF minimum withdrawal percentages […]