Lessons learned:
Joel decided that he could achieve a 60% increase in sales over the next 12 months. He had, after all, made an impressive 66% improvement…
Joel decided that he could achieve a 60% increase in sales over the next 12 months. He had, after all, made an impressive 66% improvement…
A range of products offer principal protection, but at a cost
Families that nurture their human assets survive and prosper into the future
Older workers need to adapt to the changing face of the workplace, which now consists of a range of attitudes
Financial advisors are often on the front lines when a client becomes incapable of acting in their own interests
Two years ago, Sylvain Brise-Bois’ financial planning practice was out of control. “We were having meetings all the time, we had piles of things to…
“We all fool ourselves into thinking we’re more efficient than we really are,” says Julie Littlechild, president of Advisor Impact Inc. Her firm has developed…
With five dependent children, this couple can’t take undue risk and should insure against illness or death
At home, at the office and in sports, Calgary’s Patti Shannon knows the value of teamwork
Becoming a vegetarian takes some effort, but it can pay off in better long-term health
Gifts should be personal but not necessarily expensive
Patti Shannon, a portfolio manager at McLean & Partners Wealth Management Ltd. in Calgary, believes putting clients at ease is the key to a successful…
Capital losses and business expenses should be incurred by Dec. 31
Web collaboration tools allow you to work with advisors at other branches or with your network of business professionals
Three-meeting process puts prospective clients at ease
It’s not enough that you’re delivering value; clients have to see it
Setting a goal is more than wishing and believing; it means controlling how the growth will take place
There’s no greater vanishing act in Canadian history than the Maple Leafs at Stanley Cup time
Vancouver Convention & Exhibition Centre’s expansion is reminiscent of the fast ferries fiasco
The British approach to financial reforms should be considered for use in Canada
The right of clients to receive continued service at a high level should be the paramount concern
A deal between the provincial and federal governments has not put Nova Scotians at ease
There are two undeniable Christmas traditions in our household. Sometime during the run-up to Christmas, we have to watch The Muppet’s Christmas Carol — and…
Disclosure is essential to the functioning of a free market and it’s the cornerstone of our securities regulatory system. But although everyone claims to believe…
In his victory speech on election night, Nov. 7, Saskatchewan’s premier-designate, Brad Wall, borrowed a line from Monty Python’s Flying Circus, the popular British television…
Hedge funds need to be understood for what they are — alternative investments that diversify a portfolio
With the prospect of a slowdown looming, lessons from the past may be useful
Despite its recent success, the Toronto-based property and casualty insurer still faces some challenges
China selling U.S. treasury reserves; Canada’s trading with the U.S. affected
Despite recent losses, the long-term future for the long bonds looks bright
www.StockresearchDD.com includes a research/due diligence Q&A on each of the 340 companies profiled
The major firms that confine their businesses solely to an industrial nature are purer plays on the industrial sector
The landlocked African country presents many opportunities — without the risk of political corruption or sudden tax hikes
AGF, CIBC launch PPN seriesAGF Funds Inc. and CIBC, both based in Toronto, have launched Series 2 and Series 3 of CIBC AGF Dividend Income…
But its concentrated investment focus carries risks; in November, it was forced to cut distributions on its British Banks Fund
Compared with Trimark Select Growth, CI Global is the better risk-adjusted player
New feature from Manulife may be appropriate for clients, but check coverage limits and premium costs
The sector’s growth has been fuelled by emerging economies that have become major consumers of commodities
Commodities prices have been on a roll, and some experts say strong demand will keep the heat on
Now firms do not have to release funds’ statements of portfolio transactions
Returns to date are impressive, but this fund is only for stout-hearted investors
Game-show contestants display the same, unfathomable behaviour as investment decision-makers
Fund associations around the world want to help investors save for retirement
Collectively, they have raised slightly less than 30% of new private equity raised in Canada in the past two years
Although the private-equity market has screeched to a halt, it should be able to sustain long-term growth
A report from the Fraser Institute contends that tax savings are driving investments, not returns
Investeco Capital Corp. has invested millions in companies that fall within four specific sectors
Shareholders becoming more organized and aggressive in efforts to influence or oust corporate boards
Canadian private equity players say changing the rules would reflect a misunderstanding of the business
The reviews and comments on www.TheFunded.com aim to make the venture-capital process more symmetrical
Some say they have no force, while others question whether they will fit their operations
Deal with Western Union could be just the first step
Managers with superior long-term track records
Damming report suggests class action defence fees should not be paid
Ontario court rules that the huge costs of reviewing bank records don’t bar a claim
Consumer group unfairly tarred advisors, Quebec’s financial watchdog says
The influx of global financial services companies into the province has led to a hiring frenzy
The Toronto-based firm is looking to open new offices and double its roster of advisors
Street Capital Financial Corp. sees opportunity in alternative mortgages, which account for only 3% of Canada’s total market
Banking through the advisor channel
It has been a watershed year for the Big Four Canadian life insurers. Manulife Financial Corp., Sun Life Financial Inc., Great-West Life Assurance Co. and…
What could be objectionable about requiring that investors receive basic information about what they are buying? Plenty
New rules will make it easier for investors to compare the results of foreign companies
Canada has opened the door for U.S. bond insurers, but they may be sinking themselves
Although the Dec. 17 meeting will be important in getting the merger underway, regulatory approval will remain a hurdle
There may be more bad news; the full impact of credit market mess has yet to be felt
The SRO’s poor collection record stems from its lack of statutory power in all provinces except Alberta
Brenda Vince has presided over phenomenal growth at RBC’s fund group
Statistics Canada finds that, by far, the largest gains are being made by those at the top of the pyramid
Local executives say it will now be more difficult for Manitoba juniors to get off the ground
Sprott Canadian Equity has outperformed by making big bets
