Jamie Sturgeon

Money managers suggest a diversified ‘core-and-explore’ approach that adjusts as your life circumstances change

U.S. equities are trading at more than 22 times forward earnings, frothy compared with the multiples seen in Asia

Exposure to assets that don’t experience daily volatility may help some investors

Fund companies are steering more marketing dollars and distribution efforts toward individual investors

The regulator has proposed a new type of investment fund to expand retail investor access to illiquid long-term assets

State Street and Apollo are seeking approval for a first-of-its-kind ETF that intends to hold private debt directly

Alternative investments create unique challenges for executors

The Globe and Mail offers the most authoritative news in Canada, featuring national and international news

Using insurance strategies to keep wealth in a family has become even more important considering the recent hike to the capital gains inclusion rate

The transfer of real estate is bound to be a significant consideration in Canada as it represents about 55 per cent of overall household wealth, according to a recent Statscan report