While funds enable clients to profit by investing in international stock exchanges, firm sees trend toward exchanges going public
SunWise Elite Plus guarantees 5% minimum annual payout on an investment for 20 years, rivalling a Manulife product
Even though dividend reinvestment plans keep transaction fees at bay, they require a lot of paperwork
Peace between Morningstar Canada and the Canadian Investment Funds Standards Committee results in brand new fund scheme
But they may not be putting aside enough money to make a down payment for years to come
A number of new mutual funds offer clients steady income — with an international flavour
Deal with Citigroup will mean cost savings and allow the firms to concentrate on core business
Small stable of funds managed by seasoned veterans attracts business from 2,000 advisors across Canada
Some advisors feel discomfort in bringing up topics that touch on a client’s deeply personal issues, such as their willingness to share with others, their mortality and leaving a legacy. Approaching the subject of incorporating philanthropy and charitable giving into a financial plan is best done delicately. Communication skills and sensitivity are paramount, but the […]
Whether your business is a small, one-person office or a large, multi-tentacled financial empire, your company can raise its consciousness and its profile as a charitable giver by becoming an Imagine Canada Caring Company.Imagine Canada is an organization that supports charities and non-profit organizations across Canada and helps socially conscious businesses direct their efforts to […]