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Photo of an hourglass, representing investment horizon

Investment

Why You Should Know Your Investment Time Horizon | What’s Your Investment Horizon?

What is your Investment Horizon? Let’s talk about your time horizon investment risk profile. In meeting with individuals to discuss their investment planning horizon, I’ve noticed that there is a…

Tetrault WealthApril 8, 2019

Photo of building representing Note investing and Structured Notes

Investment

Note Investing | What’s a PPN and do Principal Protected Notes belong in your portfolio?

What is a PPN? A Principal Protected Note is a form of a structured note and it’s a bond type instrument that's issued by the banks. Other forms of structured…

Tetrault WealthApril 5, 2019

Photo of chart on laptop to calculate liquidity

Finance Insurance Investment Retirement Video

Liquidity Management & Planning: What Is Your Liquidity Ratio?

What is the importance of liquidity planning in my investment portfolio? Let’s talk about how you calculate your liquidity ratio. Liquidity management is a concept, a lot of people don't…

Tetrault WealthMarch 31, 2019