In defence of bonds
Watch out for portfolio "cures"
Watch out for portfolio "cures"
Portfolio managers of precious metals funds are divided on outlook
Toronto-based TD Asset Management Inc. (TDAM), manager of TD Mutual Funds, has added four new funds and two retirement portfolios to its lineup. The new…
Despite a tug of war initiated by CUPE, voters opted for a public/private group to build a new treatment plant in Regina
TORONTO
WINNIPEGWinnipeg's core could be vibrant again - if city residents believed
Editorial
OttawaSome recent comments from business leaders, or lack of such comments, suggest that their support for Harper could be waning
LTC Advance is the first product in Canada to combine the benefits of traditional LTC coverage with life insurance
The labour-sponsored fund has been in distress since 2011
Many aspects of the exchange model being proposed by Aequitas Innovations Inc. are new or different from the way stock exchanges currently operate. Perhaps the…
A couple who retired early, based on advice from insurance advisors they later claimed was flawed, have lost their lawsuit
Sun Life's annual index finds a large portion of Canadians financially strained by illness. But will advisors respond?
The provincial government's strategy to reach out to financial services firms has been a roaring success
Supporters of the Aequitas proposal laud the plan, but those against it say it invites greater fragmentation
The regulator aims to fix the troubling lack of women on company boards. But will its policy be bold enough to make a difference?
Many investors are more satisfied using discount brokerages, study shows overall satisfaction rises for third year straight
Investors have as much faith in mutual funds as they do in their homes but are split on how they like to pay their advisors
A new report says the different treatment of similar items under GAAP and IFRS is impairing the ability to make comparisons
Value investor Charles Brandes finds bargains in Japan and the emerging markets
A recent survey of million- aires in Canada and the U.S. conducted on behalf of Toronto-based BMO Harris Private Banking has found the majority of…
Since David Burnes joined Raymond James in June after leaving NBCN last year, the industry has been watching
Once a laggard in wealth management, Scotiabank has made great strides to close the gap these past few years
Tax specialists say the effort to encourage new donors will have limited application for most clients. The new "supercredit" applies only to those who have…
The long arm of U.S. tax law will hit next summer when FATCA, the U.S. legislation that targets Americans with money in accounts held outside…
In line with a major initiative by the OECD, Canada is signalling a significant crackdown on "treaty shopping" by global companies. But experts note that…
Several recent court cases suggest that the CRA is becoming much more aggressive and that the judicial system is stepping in to play a bigger…
Be sure to make your clients aware of the key tax-saving opportunities available to them. Point out the attractive tax measures that are new this…
With these life insurance-backed, tax-friendly investing structures no longer permitted, clients need help with next steps
Three provinces - British Columbia, Quebec and Nova Scotia - raised personal income tax rates for high-income individuals, while New Brunswick raised personal income tax…
Income taxes on estates and other testamentary trusts are likely to rise, creating situations that many clients may not have expected. But tax planning opportunities…
The federal government's most recent budget aims to eliminate the tax advantages of 10/8s and leveraged insurance contracts, as well as tax-efficient mutual funds that…
An increasing number of Americans living abroad, including those living in Canada, are choosing to give up their U.S. citizenship in order to escape the…
In this year's pre-budget submissions by members of the financial services industry, much of the focus is on group RRSPs and saving for long-term health-care…
Fund unitholders will get more time to wind up special contracts that convert investment income to capital gains
Interest on these loans, often used by affluent families to split income, recently doubled, although it remains low compared with most rates. These loans may…
Changes announced in the spring budget mean the tax gap between dividends and wages for small businesses will narrow
After 20 years of deflation, Japan's economy still is experiencing challenges. Yet, opportunities abound
Your clients could end up with a low-cost leveraged play on stocks they want to own while defending those positions against potential volatility
There are various reasons why floating-rate notes are much in favour, but keep in mind their scarcity and checkered history
Feds targetting a range of tax loopholes
Proposals to update disciplinary system worry advisor groups
Some provinces want to strengthen the existing system
