“The investor’s chief problem – and even his worst enemy – is likely to be himself” Benjamin Graham, The Intelligent Investor Emotions play a key role in investing. When we experience the kind of volatility that we have so far this year it can be difficult to stick to the plan. Dynamic’s Chief…
Category: Fees
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…
2018 Market Recap and 2019 Outlook
by Julie
I found this to be a great recap to last year and some forward looking thoughts for 2019. Recap & Outlook – Clement Gignac – Industrial Alliance
Fall Newsletter
by Julie
Hi Everyone, the temperatures are falling but our Fall Newsletter is hot! Click here to read!