Not always a joking matter
The 50-somethings in our office joke about getting older. We acknowledge that our recall isn’t as immediate as it used to be, that our figures…
The 50-somethings in our office joke about getting older. We acknowledge that our recall isn’t as immediate as it used to be, that our figures…
Fishing communities brace for the closure of FPI plants
A member of this growing group tells a youngster the essence of being, er, hip
Canada’s big businesses will have to work on building relations with the new government
The two conservative-minded leaders could put federalism on the right track in la belle province
Albertans go on a shopping spree as “resource rebates” arrive
Overwriters are able to keep their shares while continuing to sell “out-of-the-money” calls for income
The TSX is a key global market for resources stocks, but challenges from ATSes and U.S. exchanges still loom
Exchange-traded funds and a new uranium company allow clients to avoid some of the pitfalls of regular metals stocks
China’s purchases of U.S. treasuries have been critical in pushing up both the U.S. dollar and Canada’s resources markets
With U.S. bond rates atypically higher than Canadian bond rates, investors’ choices depend on their risk tolerance
Led by rising exports, the country prepares to regain its economic powerhouse status
A strong weighting toward Canadian and foreign stocks will help this couple reach their retirement goals
The market’s most stable stocks still present quality investment opportunities
Dana Love looks for companies that have been overlooked or under-researched by other managers
Taking advantage of this option could allow clients to maintain life insurance coverage should they leave the group plan
Mutual fund research firm beefing up its resources in preparation for the retirement of the baby boomer generation
Units tailored to both fee- and commission-based advisors; investors will appreciate the debt/equity mix
Fidelity Canadian Opportunities Fund and Dynamic Power Canadian Growth Fund are ringing up serious gains
Fund managers aren’t sure whether the current market climate will be good for junk bonds or not
But active managers get it right at least some of the time
De Laurentiis says there are a lot regulatory issues on IFIC’s plate
Many of the fund companies that did less well than their peers were light on energy investments
RBC Asset Management Inc. has introduced RBC U.S. Equity Currency Neutral Fund and RBC U.S. Mid-Cap Equity Currency Neutral Fund, both intended for investors who…
Toronto-based Dynamic Mutual Funds Ltd. has launched PRINCIPALPLUS Deposit Notes, linked to performance of six Dynamic funds: Dynamic Power Canadian Growth Fund, Dynamic Power American…
Altamira Investment Services Inc. has bumped up the interest rates for both High-Interest CashPerformer and US$ High-Interest CashPerformer. Effective immediately, the rate of High-Interest is…
Toronto-based portfolio-management firm Goodman & Co. Investment Counsel Ltd. has announced a portfolio-management change for Viscount Canadian Bond Pool. Effective Feb. 10, Michael McHugh of…
Sentry Select Capital Corp. has launched Bank of Montreal Sentry Select Canadian Income Deposit Notes Series 1 and Bank of Montreal Sentry Select R.O.C. Canadian…
At Portfolio Strategies in Calgary, Mark Kent says offering advisors more autonomy is key to growth
Founding president announces retirement and receives award bearing his name
New fund assets give Quebec City-based company a solid footing outside Quebec and greater exposure to the independent broker
Product helps employers and employees resolve the reasons for being absent from work
Two former E*Trade executives say Canada’s financial services industry will soon realize the benefits of Perimeter’s offerings
Despite the outcome, former candidates have no regrets about running for office. In fact, it may pay dividends
The Conservatives have a weak political mandate, but they have time on their side as opposition parties are in no rush to defeat them
Here’s a look at the key jobs on the economic side, and who is already on Harper’s short list
Without any allies in Parliament, the Conservatives will offer only incremental change
The election of Harper’s Conservatives is the latest in this ongoing saga
Cutting the GST and letting the individual provinces decide how to react to it could help Conservatives balance promises
Insurance companies may become responsible for candidly reporting their own risk factors
Insurance industry warns sale of insurance products at credit unions will jeopardize client protection
Regulator wants to stop company it alleges is marketing viatical settlements
Ontario and Western firms come under MortgageBrokers.com umbrella as consolidation continues in growing industry
First Asset Advisory Services Inc. acquisition to solidify its position as top provider of managed accounts
Nova Scotia gives West End Capital Services, a company with apparent links to Warren Buffett, incentive to grow
BMO and Scotiabank prepare for growth and plan for the future
Additional details in the latest crop of executive compensation documents
What’s needed now is more accountabilitiy on the part of individual traders and company executives
Investment firms and financial advisors are playing a greater role in enforcement and ethics education
International study shows Canadians are upbeat about expectations for their golden years, perhaps even more than they should be
Advisors should talk to clients about having tax reduced at source — and reinvesting those savings
Savings and investment calculators available through the Investor Education Fund
Regulators and financial experts say there are issues about income trusts that remain unresolved
Global imbalances, hedge funds and overburdened consumers are cause for concern
Industry association tackles its challenges
The move consolidates company’s pension operations in Montreal
Harsher new rules aren’t even ready, yet a CSA study finds “unacceptable” behaviour by lots of firms, even with the existing rules
With the exception of a couple of star performers, Canada’s labour-sponsored investment funds are delivering sorry returns to their investors, making most of them a…
Online technology makes it faster than ever to come to terms with the Canada Revenue Agency for another year
Understand a new client’s goals, explain the service you provide, work within a time limit — but leave the finer details for later
A survey by desjardins Financial Security indicates Canadians spend more time planning their next Caribbean escape than their financial future. Fewer than 60% of Canadians…
And other etiquette guidelines for taking a client out for lunch
If you suspect your company is a victim of hidden fraud, it may be time to call in the forensic accountants
An approach to life planning, including using the author’s software
Personal savings rates may be at record lows, but you can help clients find ways to save for retirement
Facial expressions, body language and small verbal cues may say more about what’s important to your client than outright assertions
The most important succession planning step an insurance advisor can take is obtaining a proper valuation of the business
People get so caught up in their day-to-day routines that they don’t pay attention to their dreams and ideals, says Bill Bell
“Split-receipting” stipulates the value of a gift of appreciation must be deducted from the donation amount for tax-receipt purposes
No time for the gym? Even small amounts of activity throughout the day can add up to a complete daily exercise routine
Let your clients know that if they plan ahead and use specialized agencies, they can still take that dream trip
Firms that intend to grow are adopting customer relationship management systems
Advisors who scoff at clients who plan to retire on their lottery winnings should take a closer look at their own plans
Here’s how to keep your audience nodding in agreement — instead of nodding off
Look at factors beyond assets and revenue to find your most valuable clients
The first years are difficult. Advisors who have made it share several tips to help you pull through
