Sandra and Chris — Canadians who have moved to the U.S. — are concerned that their tax matters in both countries have not been handled properly. Two advisors give their take on what steps the couple should take to set things right
With relatively low government debt, as well as proactive and successful central banks, these countries offer opportunities
Tweaking portfolios — not major surgery — may be required
“Financial Checkup” is an ongoing series that discusses financial planning options. In this issue, Investment Executive speaks with Anne Hammond, a Canadian investment manager and certified financial planner with Rogers Group Financial Ltd. in Vancouver; and Treena Nault, an advisor with Investors Group Inc. in Winnipeg. The Scenario: John, 45, and his wife, Tanya, 38, […]
Recently split from her common-law partner, Anne wants to buy a house and fund her daughter’s post-graduate education. Anne’s goals may be achievable, say two advisors, but with a few significant adjustments
George Weston, Maple Leaf Foods and Saputo all face challenges, but they are worth a look
The trend toward consolidation continued in Q1, 2011, helping to boost results. Most banks also showed gains in wealth management
Changes in accounting standards never attract broad public attention, but the big move this year to the international financial reporting standards by all Canadian publicly traded companies could catch the attention of your clients.The switch to IFRS from Canadian generally accepted accounting principles means that financial measures — such as return on equity — and […]
EGI and Intact, which cater to different segments of the P&C market, have “buy” recommendations
Tom and Alice want to know if they can turn their layoffs into early retirement. Despite modest incomes, they own a mortgage-free house and have some savings. Two advisors crunch the numbers