Richard Oyelowo, CPA, CMA, FMA, CIM

Planning for Prosperity: 📈 Explore our white paper tailored for Canadian financial planners. Unlock insights on future asset class returns and volatilities, perfect for NaviPlan users. Designed with Dimensional Fund Advisors Canada mutual fund investors in mind, this guide mirrors the characteristics of DFA Global Allocation funds. Invest in knowledge, shape your clients' future! Read the full white paper by Raymond Kerzérho, CFA, MBA here: https://lnkd.in/embX9Kqq

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The Bank of Canada lowered #InterestRates for a third consecutive meeting to 4.25% and is signaling more cuts are on the horizon. TD Asset Management's Elaine Lindhorst, CFA, CTM breaks down the country's #Economic outlook and why the bank is expected to keep lowering borrowing costs. Watch the full video here: https://lnkd.in/gSaHND7S

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Canadian #Stocks have made record highs in 2024. TD Asset Management's Michael O’Brien says while there are lots of reasons to be optimistic about the #Market rally continuing into 2025, he warns #Investors not to become complacent. Watch the full video here: https://lnkd.in/gTvE3kqb

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Are you paying attention to the #USelection? Many Canadians are and with good cause—the outcome could have impacts on #investments, trade and inflation in our own backyard. Now is a good time to check in on your investment strategy and speak with your BlueShore advisor. Our latest article offers insights into the election's potential impacts on Canada’s economy and markets—covering everything from market responses to tariff changes. Stay informed. Read more to learn how you can prepare and manage your investments through the election and beyond: https://lnkd.in/gd3U4HUK Claudio Chisani

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💡https://go.td.com/3xGqlN6 In an interview with BTV, Julien Palardy, CFA, Managing Director and Head of Quantitative and Passive Investing at TDAM, shared his thoughts on the benefits of TD Q Canadian Dividend ETF (TQCD) and TD Q Global Dividend ETF (TQGD). Read more about the strategy behind the two dividend-paying ETFs in our blog.

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Today on MoneyTalk Live, TD Asset Management's Christian Medeiros joins us to discuss the possible outcomes of the U.S. #election and what it could mean for #markets. Log into WebBroker at Noon ET with your questions for Christian on the markets and asset allocation. Brought to you by TD Direct Investing. Christian M.

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As one of Canada's leading wealth management companies, Dynamic Funds continually strives to deliver market-beating performance for our clients. Hear directly from our portfolio managers why Legitimately Active Management matters – now more than ever. Learn more - dynamic.ca/activematters #DynamicFunds #InvestwithAdvice

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COMING UP: This week on the Upside investor show, we discuss Fidelity’s Tactical High Income fund, global asset allocation, and we’ll have another episode of Invested in Wellness . That’s coming up this week starting May 20th at 12:30pm daily. The Upside is Fidelity Canada’s investor series that helps you prepare for your financial future and well-being. #FidelityCanada

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Today on MoneyTalk Live, with the U.S. Federal Reserve widely expected to start cutting #interestrates this week, TD Asset Management's Jing Roy joins us to discuss what it could mean for the #markets and the #economy. Log into WebBroker at Noon ET with your questions on #assetallocation for Jing. Brought to you by TD Direct Investing. #inflation

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Join us for an exclusive webcast featuring our special guest, Mark O'Farrell, President of the Canadian Institute of Certified Executor Advisors (CICEA), and our moderator, David Portal, Vice President of Systemized Solutions for Dynamic Funds. In this captivating session, they'll delve into some of the most extraordinary estates that went awry and explore how to avoid similar catastrophes in estate planning. https://lnkd.in/g3S7VSMk #DynamicFunds #InvestwithAdvice

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Denis Taillefer, CFA, Senior Portfolio Manager of Caldwell Investment Management Ltd., appeared on BNN Bloomberg with andrew bell. Denis provided his outlook on gold, hitting all-time highs, as well as portfolio strategies amid economic uncertainty. Watch here: https://lnkd.in/g_XTa8Bc #StockMarket #Stocks #Investment #Investing #MarketInsights #PortfolioStrategy #Gold #Tech

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[Global X Canada debuts as Mirae Asset aims unified global ETF brand] Mirae Asset Global Investments announced Thursday that its Canadian exchange-traded fund subsidiary, Horizons ETFs, is rebranded as Global X Canada, aligning with an integrative strategy of its global ETF offerings under the unified brand, Global X ETFs. Since being acquired by Mirae Asset Global Investments in 2011, the Canadian ETF firm has witnessed substantial growth in assets under management. AUM have escalated by 963 percent, growing from approximately 3 billion Canadian dollars ($2.2 billion) at the time of acquisition to CA$31.9 billion by April of this year, positioning the firm as the fourth largest ETF manager in Canada. In celebration of the rebranding, Global X Canada hosted a market opening ceremony at the Toronto Stock Exchange, attended by Global X Canada CEO Rohit Mehta, company officials, and industry stakeholders. Tap below to read full story. #ETF #MiraeAsset #investment #global #stock #exchange #Toronto #GlobalXCanada #RohitMehta https://lnkd.in/g3CBy4St

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New #podcast 🎙 In this episode, Kevin McCreadie, John Christofilos and David Pett welcome Michael Archibald, CFA, CMT, CAIA to discuss the nuts and bolts of investing in Canadian stocks – and his deep appreciation for the late great Tom Petty. Listen in ⤵

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🎧 Listen here: https://go.td.com/3z2KKg1 The portfolio management team at TD Asset Management are back with part 2 of their Q2 roundtable session on the #Equity market. Listen for more on Benjamin Gossack’s options strategy, a short history lesson on the financial markets from Damian Fernandes, and how they think advisors are looking at the markets.

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As Halloween approaches, don't let estate planning become a haunting experience! Join us for a replay of our informative webcast "Probategeist: What Could Possibly Go Wrong?" featuring Mark O'Farrell, CEO of the Canadian Institute of Certified Executor Advisors (CICEA), and our moderator, David Portal, Vice President of Systemized Solutions for Dynamic Funds. Originally aired on July 10. Watch replay - https://lnkd.in/gGyMPECr #DynamicFunds #InvestwithAdvice

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Fidelity Investments Canada recently changed the primary listing venue for sixteen #ETF tickers to Cboe Canada. The varied #investment strategies of the migrating Fidelity Canada ETFs include short-term corporate debt, Canadian and global #bonds, and factor-based solutions. Our latest ETF market article highlights the strategy behind the sixteen Fidelity Investments Canada ETFs: https://lnkd.in/gbJjg5fQ    #ETFInvesting #CorporateDebt #AssetManagement #Business #Alternatives #Innovation #Investors #Cboe #CboeListed Saqib Khokhar Erik Sloane Rosie Rubie, Robert J. M. Joacim Wiklander Igor Cvetkovic Mike Stein Marcus Schlechta Steve Watson Bryan Blake Adam Inzirillo Cboe Global Markets

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