Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

WEBINAR REPLAY: Post Covid-19 Financial Planning for Dental Professionals


On June 25, Dentist Dr. Arv Sooch and Financial Advisor Ron Haik introduced and built upon investment strategies centered around creating a diversified portfolio, with the objective of building wealth, mitigating market volatility, and achieving financial independence from your practice.

View the full webinar below: