Other Recent Articles
Hedging A Portfolio With Double Inverse ETFs
The advent of Double-Inverse ETFs has created new ways to hedge and speculate the capital markets. Here’s what you might want to consider before using these products.
7Jan2008 | Preet | Comments Off | Continued
Testimonials and Media Excerpts
On this page you can read comments Preet has received from clients and some selected quotes from the media.
7Jan2008 | Preet | Comments Off | Continued
Standard Deviation
According to the Capital Asset Pricing Model (CAPM), risk can be used interchangeably with standard deviation with respect to well diversified portfolios. In other words, risk can be viewed as a measure of portfolio volatility. We have seen, Standard Deviation increases exponentially with Potential Return, but what does this translate to in real world application?
2Jan2008 | Preet | Comments Off | Continued
How Mutual Fund Sales Are Compensated In Canada
There are thousands of mutual funds available in Canada and many funds have multiple different compensation structures available for the advisor to choose from. Learn more about these different versions and how they affect you and your advisor.
2Jan2008 | Preet | Comments Off | Continued
Investment Policy Statement
The Investment Policy Statement (”IPS”) is a document designed to establish expectations and guidelines for investment decisions. It should outline the investment management philosophy for your portfolio with respect to construction, maintenance and monitoring.
2Jan2008 | Preet | Comments Off | Continued
Publications and Other Activities
Preet is very passionate about personal financial management. He has authored two books, and over 300 articles on personal financial management topics. He is also a personal finance columnist for Stockhouse.com and teaches personal financial management workshops as part of the Leadership Development Program at the University of Toronto at Scarborough.
1Jan2008 | Preet | Comments Off | Continued
Education
Preet holds a bachelors of science degree in Neuroscience from the University of Toronto, as well as the FMA (Financial Management Advisor) and DMS (Derivatives Market Specialist) financial designations from the Canadian Securities Institute. He is also an options-licensed advisor, and a fully qualified life insurance agent.
1Jan2008 | Preet | Comments Off | Continued
