This time of year I , enthusiastically look forward to reading and sending out Mawer’s ‘Twas the Week Before Christmas Poem. Clients really enjoy the humorous summary of that’s happened during the year. But this year, I was disappointed. My expectations were too high and their poem just did not cut it. Low and behold,…
Author: Julie
'Twas the Month Before Christmas
by Julie
I’ve never been much of a poem person until a few years ago when Mawer put out a really excellent holiday poem that summed up the entire year perfectly. It was smart and made me laugh out loud. Here’s another one I’m sharing from our partners at Guardian Capital. I hope you enjoy as much…
Worldsource 2019 Fee Schedule
Better late then never! I noticed that the last time I posted an update on the fees was 2017. Good news though, they are still the same! These apply to Worldsource Nominee/Self Directed accounts only as a trustee administers them on our behalf. Accounts held in ‘Client Name’ at the fund company directly generally do…
Mutual Fund Distributions Explained (and very well!)
For anyone wanting to know about different types of mutual fund distributions and how each is taxed, TD has put together a really great brochure. Topics include: Fundamentals of distributions, Types of Distributions, Impact of Distributions, ROC Distributions, Corporate Class Funds and Other Considerations Read or download it here. If you have any questions, as…