Allocation checkup needed as fund companies reduce Canadian content of Canadian equity funds
George Frazer receives Career Achievement Award for his proven theories and solid fund management
For the time being, the financial planning standards published at the end of 2005 by the International Organization of Standardization will remain relatively obscure, says the Canadian member on the international development committee.“As countries go back to their standards bodies and figure out how it will work in practice, they’re realizing it won’t work very […]
David christianson, a senior advisor at Wellington West Total Wealth Management Inc. in Winnipeg, describes a critical moment in every financial planner’s business life — when a potential client insists that he or she simply wants to buy a Canadian equity fund. “Generally, you would turn the client away,” says Christianson, who helped write the […]
The rapidly expanding mortgage brokerage industry is seeking out new bonds with financial planners, and many advisors would do well to see if such a relationship would benefit their clients and businesses.“It’s an interesting trend,” says Paul Grewal, president of the Canadian Institute of Mortgage Brokers and Lenders, an organization that is itself preparing for […]
Managers may be sitting on excess cash to ride out market volatility — or because they’re timing the market
But it is clear that the CRA won’t allow a taxpayer to claim the monetary benefits accorded to both types of workers
Severe consequences for claiming an incorrect fair market value on tax return
But payout structures differ greatly, based on the channel in which the advisor works
After buying up its competitor, it intends to double 2006 revenue