Investors Group’s lineup changes
Winnipeg-based Investors Group Inc. has announced several changes to its mutual fund lineup. As of May 15, four funds will complete mergers: Investors Capital Yield…
Winnipeg-based Investors Group Inc. has announced several changes to its mutual fund lineup. As of May 15, four funds will complete mergers: Investors Capital Yield…
Toronto-based NEI Investments, a division of Northwest & Ethical Investments LP, has launched NEI Global Strategic Yield Fund, which is designed to provide income and…
First Asset Investment Management Inc., based in Toronto, has announced the launch of two ETFs: First Asset Core Balanced ETF and First Asset Energy Giants…
Toronto-based Questrade Wealth Management Inc. is launching a family of six exchange-traded funds (ETFs) in March, the first time the company has created its own…
Markets will be volatile this year, and portfolio managers will need to search harder for companies trading at discounts
Study shows that annuities may not be best way to build sustainable income
The political process has changed in Ottawa, with elites mostly excluded. But Harper also has failed to expand his base as a result
Despite an obvious need for better transit in Vancouver, B.C. taxpayers may be too angry over current transit snafus to pay more
After a 20-year fishing ban, the cod are recovering. But while still not numerous enough to lift the ban, cod are now reducing the shellfish…
Could saskatchewan be heading into recession? According to a recent poll, more than half of Saskatchewan residents think so. Oil prices have dropped by more…
Editorial
Tech Tips: Keeping your inbox clear can be a huge challenge. There are a number of strategies and tools that can help you gain control…
Last summer, Toronto Raptors shooting guard DeMar DeRozan, in an effort to improve his game, reportedly used his non-dominant hand for as many daily tasks…
There are various steps that can be taken to reduce the risk of experiencing a data breach. Although none of these options are foolproof, you…
Longtime financial advisor Denis Beaulieu says that helping retired clients includes persuading them to spend as well as save. Dealing with cognitive decline among some…
You can provide valuable advice in explaining the options and help your clients choose a trustworthy candidate. Then, you can follow up by meeting with…
The Visible Expert, by Lee Frederiksen and Elizabeth Harr
Going over your client's T1 general income tax return can provide a wealth of information about his or her financial life. You may spot some…
As your practice gets bigger, more time and attention must be devoted to managing the business. Growing successfully means taking steps to ensure you are…
Marci met with two prospective advisors to manage her $5-million inheritance. Both presented themselves so well that Marci couldn't decide - until some small decisions…
Online financial advisory services are here, and they are not about to go away. You can survive - and thrive - in the new environment…
Flexibility in asset allocation also was important in how segregated fund families performed in 2014
Under new legislation aimed at a host of emerging threats, including cyberbullying, terrorism and theft of Internet and cable services, financial services institutions are likely…
Marriages come and go. And so, at times, do pensions. Recent court decisions point to the need for precision in documentation
A new CIBC survey suggests that although clients believe they would benefit from financial advice, they're reluctant to seek it
There's still much confusion among advisors and their mutual fund dealers about the sale of syndicated mortgages
Debate is heating up over the features and application of the proposed public pension plan taking shape in Ontario
The CSA and the OSC have introduced new reforms lately, but the ultimate impacts of those reforms appear to be at odds
Surveys from Sun Life and RBC reveal that retirement, as we know it, is becoming ever more challenging for Canadians
Strategic, creative spending cuts will be on the table
Insurance regulator is not doing its job: Report
Rebate is good “corporate behaviour”
After the stock market gyrations of late 2014, what happened in stock markets this January may be particularly significant
There have been concerns that there are too many condominium buildings going up in the Greater Toronto Area (GTA), which potentially could lead to a…
Negative interest rates on short-term bonds means investors are buying in for bond price appreciation instead of yield
