New advisor at CI
United Financial Corp. (formerly Assante Asset Management Ltd.) has announced that small-cap portfolio manager Peter Hodson has moved to CI Investments Inc. from Waterfall Investments…
United Financial Corp. (formerly Assante Asset Management Ltd.) has announced that small-cap portfolio manager Peter Hodson has moved to CI Investments Inc. from Waterfall Investments…
Toronto-based Goodman & Co. Investment Counsel Ltd. has announced a major overhaul of a number of Dynamic mutual funds to reduce fees and eliminate overlapping…
Unitholders of Investors Group Inc.’s six Investors Global Series RRSP funds and iProfile Global Equity RRSP Pool have approved the funds’ termination, effective immediately. Shares…
Mackenzie Financial Corp. has launched MSP ArMADA protected deposit notes, available in two versions: Maxxum Yield Class Series 1 and Maxxum Yield R.O.C. Class Series…
Montreal-based Gestion Férique Inc. has appointed UBS Global Asset Management (Canada) Co. as investment advisor of Férique European Fund, effective immediately. The fund, which has…
With meaningful disclosure, people could see what their investment funds cost
Strategic tilts are not as successful over time as a 50/50 allocation, study finds
Management fee rebate to be issued on underperforming funds
Commercial mortgage-backed securities match government bonds for safety
The traditional inverse relation between the US$ and the gold price seems to be over as gold’s rise parallels that of the greenback
Japan’s markets have been in the doldrums for more than a decade, but reforms and a booming China are giving them life
Annuity strategy can lower capital gains for the estate or heirs, but it is complex and cannot easily be undone
Help a client who is selling a small business find expert help with complex income tax issues
Yet investors who wait for the government to decide on tax treatment may miss out on opportunities for strong returns
Canadians who earn income in the U.S. need to know the rules — and pay up when necessary
Advisors may want to develop a relationship with a tax specialist who can help clients moving to Canada from U.S.
The best advice for tax delinquents is to deal with the CRA’s collections department early on and set up a payment schedule
A taxpayer who represents himself in Tax Court against the CRA needs to come to court prepared
Yet critics say there are less expensive ways to ensure clients are comfortable in their golden years
Disability advisory committee wants to open door so it’s easier for people to get all available tax credits
Clients might not know which expenses can be deducted-and which can’t
Reinstatement of corporate tax cuts, promised by the Liberals, has been nixed by finance minister in order to keep the NDP happy
Economists say the best that Ottawa will be able to do is target tax relief toward low- and middle-income groups
Provincial governments are competing to provide the best tax incentives, meaning significant rewards for investors
Confusion aplenty in the tax industry as accountants sift through yet another massive set of proposed rules from Ottawa
Clients sometimes miss out on helpful tax strategies, such as spousal RRSPs
Amendment to Income Tax Act sends investors, advisors and fund companies back for another look at global investments
Advisors can help clients take advantage of tax-planning opportunities by picking right fund type
Advisors need to make clear to clients that the tax treatment of payments from long-term care insurance policies may change
Tax implications are an important part of a client’s decision in choosing a company health-care plan
Agency assumes taxpayer is trying to pull a fast one, an attitude that comes through in assessments
Whatever sent Saskatchewan and Alberta on separate paths, it wasn’t government action
Study of the Eron scandal shows few investors were looking to buy a new car or take a vacation
Gilles Duceppe is easily the fairest one of all, but the PQ will have to choose among the rest
Royal Canadian Mint head is the fifth Crown corporation leader to resign under Martin
Fund company looks to boost advisor relationships
The market is primed for investments linked to commodity plays; and, as bonds, these won’t pay less than face value
Hurricanes katrina and Rita hit at a time when the U.S. economy was particularly vulnerable to a drop in consumer confidence. Both consumer spending and…
Look deeper than sales and profit to see changes in items such as long-term debt
Analysts say luxury automakers hold some of the best opportunities
Firms wooing experienced investment advisors away from their bank-owned rivals
Financial industry says it’s difficult to plan with federal flip-flops on big issues
Uncertainty clouds planning process
An Oct. 14 public forum pits investor-protection advocates against those who favour increased competition
Federal government and provinces sit at one table for the first time, yet they remain far apart on the issue of a single regulator
A dramatic uptick in retirements in coming years would slow economic growth
This relative newcomer to Canada is targeting the Asian immigrant market
Proponents of socially responsible investing say screened investments are doing as well or better than their market competitors
