Unbiased Financial Group Ltd.

03/12/2018

http://unbiasedadvice.com/gap-year-non-professional-hobo/

After graduation, personally, the dream of a year abroad in Spain became Quixotic in a way. When reviewing some of the concepts brought to light in this article, in particular the “flat swap” arrangement, the idea somehow becomes refreshingly feasible once again. You’ve always wanted to do it....

02/07/2017

http://unbiasedadvice.com/avoiding-custom-house/

Walking past the old Custom House during a recent trip to Victoria I was taken back 200 years, and looking through the lens of a merchant, thought how they might have endeavoured to avoid the Custom House. Charting parallels to the present day, there are in fact approaches that allow today’s investo...

01/06/2017

http://unbiasedadvice.com/new-financial-fee-reporting-rules-a-good-start/

The new financial fee reporting rules for financial professionals are a step in right direction but fall short of introducing a fiduciary standard.

12/09/2016

http://unbiasedadvice.com/robo-advisor-3-0-family-office-everyone/

The Forbes article below paints an interesting picture of the future of family office services. Currently of interest to millennials and early adopters, robo-advisor technology is likely to disrupt existing financial services platforms more quickly and more radically than many expect. Unbiased Fina...

11/03/2016

http://unbiasedadvice.com/what-is-a-family-office/

There is a great deal of confusion about what exactly a Family Office is, what services they provide, and how they get paid. There is currently no regulatory body in Canada to oversee the Family Office sector, and consequently anyone who wants to can call themselves a Family Office. In order to crea...

10/06/2016

http://unbiasedadvice.com/wealth-management-second-family-business/

04/13/2016

http://unbiasedadvice.com/unbiased-portfolio-management-institutional-custodian-ranked-1/

The recent decision taken by Unbiased Portfolio Management Inc. to engage RBC Investor & Treasury Services as an institutional custodian is bolstered by the 2016 Investor Services Survey, where: RBC Investor & Treasury Services (RBC I&TS) has ranked #1 in the following categories of this year’s R&M…

01/15/2016

https://www.advisorstream.com/communication_builder/load_newsletter/20309