Asset Allocation – Why You Should Care

by Invisor Last updated on January 14, 2015

The beginning of a new year is when many investors start to assess the longer term performance of their investments and start to think about investing any year-end bonus payments received to top-up their RRSP (Registered Retired Savings Plan) and TFSA (Tax-Free Savings Account) limits.

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Introducing Invisor for Goal-based Portfolio Management

by Invisor Last updated on October 31, 2014

It was in the summer of 2013 that I was planning to get a new mini-van to replace my old workhorse. I’d set up an appointment with a personal banking associate at my bank to review the various financing options available to me. As the meeting was wrapping up, the associate told me that I was ‘eligible’ for financial planning services offered by the bank.

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