Joanne Swystun and Michael Nairne, co-founders of Tacita Capital in Toronto, explain how HNW investors often have multiple managers and therefore no central CIO to manage tax efficiencies, overall portfolio strategy and asset management. Swystun and Nairne give pragmatic tips on how to ensure your HNW clients steer clear of fragmentation and build a cohesive management strategy. They spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
One way to beat the market is by using momentum stocks
Performance slump is linked to sector concentration
New exchange-traded products crowd the shelves
THERE IS A CLASH OF TITANS underway that is benefiting both financial advisors and their clients. The new Canadian division of Vanguard Group Inc., with more than US$2 trillion in assets under management (AUM), is challenging the Canadian subsidiary of BlackRock Inc., which handles more than US$3.5 trillion in AUM, in the fast-growing exchange-traded fund […]
But high volatility is a challenge for investors
Proceed with caution on covered call writing
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net worth clients. Nairne spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
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