John Horwood, director, wealth management at Richardson GMP Ltd. in Toronto, discusses tax efficient strategies for successful entrepreneurs and how strategic philanthropy can leverage tax rules to acheive remarkable charitable results. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
This event is now available for complimentary viewing across Canada via our Virtual Conference
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy
The projections for mutual fund returns in the next several years are modest at best
The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face
Alternative lenders held $13–14B of outstanding mortgages last year
Woman was permanently banned and ordered to pay $2.24 million in 2017
Defendant pleads guilty to his role in the scheme
Settlements generate US$89 million in restitution