Resources

WDS helps you interpret the larger global financial picture. We share articles, reports, and commentary about today’s investment issues.

Puzzled Over Preferred Shares?

Given the special challenges that preferred shares experienced in 2015, WDS believes it is important to shed some light on what’s behind the short-term pricing and why we believe preferred shares still represent a favourable return on investment in the long-term.

FAQ

An investment strategy begins with identifying your goals and objectives. Goals come in many forms: to maintain your standard of living through retirement, fund your children’s post-secondary educations, or leave a legacy for the next generation. But they should be explicit and prioritized.

Good risk management requires that you guard against unsustainable risks that could change your life forever, like total disability or premature death. These “hidden needs” are first priority items that must be addressed with appropriate professionals.

Private clients need a full complement of account types to suit more complex planning: individual (registered and non-registered), corporate and trust. A segregated investment portfolio – one not mingled with other investors’ assets – provides the ability to control trading and costs.

Glossary


Asset Allocation

Asset allocation is an investment strategy that aims to balance risk and reward for an investor. This is accomplished by apportioning a portfolio’s assets according to the individual’s goals, risk tolerance and investment time horizon.



 

Business Risk

Events that only affect a specific company or industry, such as the BP Gulf of Mexico oil spill. The adverse impact on its revenue or operating expenses may cause the value of the company stock to drop.



 

Canadian Investment Manager

The Canadian Investment Manager designation is earned through an education stream of the Canadian Securities Institute. The CIM qualifies an individual for licensing in discretionary portfolio management in Canada.