Home Newspaper Mid-February 2009

Mid-February 2009

Comment & Insight

The Quebec premier seems to be Ignatieff’s new best friend

Iggy is picking up steam, while Harper seems to be losing traction

Reduced demand is driving massive job losses, even though profits have never been higher

There may be no Freedom 55 for many Nova Scotians with a private pension plan. This past fall, Nova Scotia’s auditor general identified a serious…

Investment research

The credit crisis that has pummelled banks has had a lesser impact on lifecos, ensuring strong growth in the eventual recovery

Various factors could combine to revive the fortunes of death-care companies’ moribund stocks

An analysis of companies in the DJIA indicates that U.S. large-cap stocks fail the test of being considered defensive

Increasing a portfolio’s fixed-income component to between 33% and 50% of the total would make up most of the recent losses

Focus on Products

Fund merger at Capital International

High fees, poor portfolio structure help explain the uninspiring returns

Study shows that stocks suffer in periods of low but rising inflation

Performance of segregated fund families in 2008 have been helped by lightening up on equities

Managers of Canadian income trust equity funds are treading carefully in volatile markets. “It’s prudent to be cautious,” one says

Building Your Business

Playing an instrument can improve your mood, relieve stress and strengthen your memory

Advisor adjusts musical sounds for folk festivals and concerts throughout Ontario

Winnipeg advisor has been collecting music since his early teens

A stint as a music educator has helped advisor Danny Montesi better communicate with clients

Taking up an instrument offers benefits such as stress relief, increased confidence

It started with Baystock in Toronto. Soon, organizers in other cities began strapping on the guitars for their own events

Music and computer science may seem to be an odd match, but it has been a winning formula for Morningstar CEO

He once had to choose between music and business; now Ricker Choi enjoys both worlds

For Raymond James’s Don Ogden, music was bred in his bones — and playing the bass is a passion

Successful entrepreneur finds harmony in helping out young musicians

It all starts in a small part of our inner ear known as the “cochlea,” which is the sensory organ for hearing.This portion of the…

As a member of a renowned choir, Dundee Securities advisor has performed around the world

And working with a philharmonic orchestra broadens advisors’ knowledge of classical music

News

The aim is to simplify the management structure and introduce synergies and operational efficiencies

Canadian banks are strong but still hampered by other countries’ problems

But every option issued in the past five years is worthless, as current share prices are lower than exercise prices

BMO, RBC expect the RDSP will lead to new sales

Sextant Capital Management faces OSC allegations of self-dealing, exaggeration of asset values

Although an IIROC report finds that the ban had its costs, some still say the move was justified

Credential Financial’s new CEO wants to work with credit unions on wealth management

Ontario legislation will hamper sales, some independent brokers say

Jennings Capital of Calgary now has a footprint in the Atlantic provinces

When it comes to the tax system, no one — taxpayers, their advisors and even the Canada Revenue Agency — likes uncertainty. On the other…

If a fund’s portfolio is concentrated in illiquid small-cap or micro-cap companies, redemptions could be hard to meet

Discount brokerages see a surge in account openings

While concerns about its subsidiary’s lending have battered the share price, CEO Goldring is upbeat

Closing the pay gap between regulators and the regulated is crucial