Buying low, donating high not real giving
Despite discouraging words from the Canada Revenue Agency, charitable donation tax shelter schemes are brazenly operating in Canada. In Vancouver, at least a half-dozen schemes…
Despite discouraging words from the Canada Revenue Agency, charitable donation tax shelter schemes are brazenly operating in Canada. In Vancouver, at least a half-dozen schemes…
But the BCSC has indicated it may opt out of this part of the registration reform project
I was six when they dug the huge hole in the field beside our house. And I must say, my brother and I thought it…
The new CEO of Alberta’s provincially owned bank is steeped in Vancity culture
Key words in the operating manual include “disfigurement” and, of course, “death”
Just because you can do something doesn’t mean you should. That’s the lesson all Canadian bankers have learned this past month, courtesy of Bank of…
The Tories will no longer be able to control the agenda and pretend they have a majority
The spirit of optimism that surrounded the 1967 world’s fair has returned
Africa’s economic powerhouse doesn’t fit the emerging markets mould
Consumer staples perform steadily when business conditions turn adverse, but they make up a small part of the Canadian market
Having US$ income to pay off Florida home expenses is vital for this couple
What can bond investors do to safeguard against rising interest rates and falling consumer prices?
A hedge fund should be considered as a risk-reduction tool within a broader-based investment portfolio
With the recent in-troduction of a new line of guaranteed invest-ment funds, IA Claring-ton Investments Inc. of Toronto is combining the investment expertise of its…
Deal may preclude or restrict public ownership of a major Canadian firm
A tight control on costs and a $150-million limit on each fund’s assets are aimed at getting the most for clients, says president
But only renters who are highly disciplined, savvy investors can match the wealth that homeowners can accumulate
CSA and others diligently develop proposals aimed at harmonization
CIM’s James Morton points to emerging markets’ hard-working, young populations as drivers of growth
Managers of C.I. Harbour Fund and AGF Canadian Real Value Fund both scour the markets for solid yet undervalued companies
Goodman launches Dynamic global fund/Toronto-based investment firm Goodman & Co. Investment Counsel Ltd. has launched Dynamic Global Value Balanced Fund, which will invest in bonds…
With clients looking to take their portfolios global, the big issue for advisors is how much they should send overseas
The U.S. economy is losing some of its vigour, but managers expect further gains from many big-name companies this year
Advisors, executives differ about the usefulness of giving clients accessibility
Scores in the category tumbled on communication, quality and staffing concerns
Firms’ pitches to incoming advisors, the experience level being sought and the type of training offered to new advisors all vary greatly
But firms have differing ways of meeting the growing challenge of helping retiring advisors hand off their businesses
Interestingly, the top firms shun the dual platform in favour of mutual funds and insurance sales
Advisors are satisfied with the job their compliance departments are doing, but are frustrated with their overbearing nature
The success of equity programs, which are growing in popularity in the industry, leads to higher scores
Advisors complain about not knowing their new management’s expectations, as well as the previous regime’s failure to deliver
Firm’s ability to deliver on promises also high on the list of priorities
As mutual fund sales and performance improve, the average financial planner’s book is shrinking
More firms are offering advisors a choice
Hungry to replace planners who are retiring and to attract young clients, the industry is scooping up financial planning grads
Provide options to change type size, offer audio clips and provide descriptive audio text for any images
Former NHLer Stew Gavin wants to make sure his clients are set for life
Members of your team may be caring for elderly parents. Let them know that you recognize what they’re coping with. You may also consider making…
Ensure that your clients who own small businesses are ready to make a safe transition to retirement
Spend some time relaxing and reflecting this summer with these classics and books destined to be classics
Stew Gavin’s advisory business, with a client list made up mostly of NHL players, is certainly different than most. How many advisors can say their…
When an advisor mentions “succession,” what some clients hear is “death,” cautions Grant Robinson, a director at the SuccessCare Program in Guelph, Ont., which offers…
Study shows people who cut back the amount of salt in their diet reduce their risk of heart disease
And even if you don’t plan to buy or sell, this book holds valuable information for your business
Help your boomer clients meet their new responsibilities — looking after mom and dad
Insurance advisor not permitted to claim trip with girlfriend, apartment expenses or life insurance premiums as tax deductions
The future of financial advising is in knowing all about the niche you serve
Univeris expands its wealth management program to include an insurance component
Inbox Marketer Suite lets you segment your e-mail list and design a targeted marketing campaign
Widowed advisor was “at work,” but not working. Now she’s ready to make her vision come true This case study is based on the situation…
Take an unassuming approach, like TV detective Colombo. Ask questions, listen, take notes
Canam Credit Co., headed by 22-year-old James White, aims to help the “underbanked” markets in Alberta and beyond
Could lower execution cost and increased liquidity be benefits of Alpha?
GGOF was known for its income products, but tax changes showed the firm’s vulnerability
Concerns about inflation are overblown, according to economists at the big Canadian banks.Granted, inflation has been edging upward, but a slowing U.S. economy will probably…
Does equalization restore fiscal balance between Ottawa and provinces?
Clients’ registered investments won’t be on the hook should legal issues arise
Yet brokerages don’t necessarily want their advisors to sell options and futures
Dealer committees should review new PPN products for suitability; advisors should perform due diligence for clients
Nationalist overtones emerge
Total number of people selling IG products reaches 3,985 as of March 31; the company plans to open six new offices this year
Firm will charge advisors asset-based fees; advisors can operate under Beacon Wealth Management banner or their own brand
Canadian companies say that even with the proposed changes, the tax measure will effectively eliminate a valued tax strategy
The SEC and the OSC have taken recent measures to combat this growing illegal activity
The bank will detail a trading loss that may reach $680 mil. but how did this catch everyone off guard?
A domestic carbon market can efficiently reduce pollution, but getting the right system up and running is crucial
