Taxation of group CI insurance foggy
The lack of clarity from Ottawa regarding the tax treatment of critical illness insurance with return-of-premium options can be particularly problematic for advisors who sell…
The lack of clarity from Ottawa regarding the tax treatment of critical illness insurance with return-of-premium options can be particularly problematic for advisors who sell…
The insurance industry is continuing to lobby the federal Department of Finance for clarification of the tax treatment of critical illness insurance return-of-premium options. The…
Lawyer harold geller of Ottawa recently received a telephone call from an advisor who had sold long-term disability insurance to a client but had not…
When sean david’s application for critical illness insurance was denied, his insurance advisor called him simply to say he was sorry. The advisor offered no…
Not all contractsfor critical illness insurance are the same — especially now that insurers are increasing premiums while tweaking the coverage and adding features to…
Kim stanley doesn’t think critical illness insurance should be a tough sell. The 44-year- old consultant and president of The Canadian Living Benefits Centre Ltd.…
There’s a new kid on the wireless technology block, and a handful of publicly traded Canadian-based system developers are hoping to be part of the…
Motivation for investor, manager not always same
Stock markets around the world tend to move in the same direction, but bond markets vary from country to country
Ottawa entrepreneur Terence Matthews deserves credit for his sheer nerve. His attempt to take Kanata, Ont.-based March Networks Corp. public later this month flies in…
The term “inflation” is rarely mentioned in text books on bonds, but that’s what investing in bonds is all about
The biotechnology, health-care and pharmaceutical companies that are clumped uncomfortably into a small pocket of the Toronto Stock Exchange have been ignored by many investors…
Fuelled by myriad internal and external factors, emerging markets have been on a roll over the past five years — significantly outperforming their developed counterparts.…
Workplace romances can lead to problems for the whole company. Here are some policies to help cope
Handbook aimed at corporate level, but individual advisors will find strategies, techniques useful
Have a game plan before you go, set goals, get involved, follow up — and make sure you have plenty of business cards to hand…
Aimed at financial advisors, book takes fear out of high tech
You can buy all sorts of office items online. Here’s how to get what you need at the best prices
In financial services sector, it means close to traditional wear. Here’s a guide
Many family-owned companies, because of the nature of the ownership, fail to plan for problems. Here’s how advisors can help
The more assets a client has, the more likely it is he or she will have more than one advisor. Here’s how to manage the…
Standard Life employees lose appeal, hit with higher judgment for taking wrongful commissions
Federal Court of Appeal says CRA cannot get at donor-clients by auditing the promoter’s donor list. But the pursuit may not be over
Winnipeg advisor found that cold-call route wasn’t the way to go when he was forced to start his business over in his hometown
How high-tech and low-tech tools can make you a better advisor and help keep you a step ahead of your clients
New study shows women are less likely to experience the classic symptoms
There are many factors to consider before older clients should uproot themselves
St. John’s-based Target Marketing is consistently ranked one of the tops in Canadian advertising
Yes, it’s that time of year. you have made a suitcase full of money and are ready to live the dream and buy a cottage.…
Backing a community event can be a powerful marketing tool. Here’s how to evaluate the investment
Backing a community event can be a powerful marketing tool. Here’s how to evaluate the investment
Although nobody wants an election this spring, it’s a shame Conservative Leader Stephen Harper caved in so early on the latest federal budget. The far-reaching…
The boys are at it again. this time, the federal express is trying to plow through Prince Edward Island’s fishing nets. It seems to be…
As a native winnipegger, i’ve always been proud of my city’s spirit, philanthropy, volunteerism and unwavering belief that the NHL Jets will eventually return. But…
Toronto-based Franklin Templeton Investments Corp. has launched Bissett Income Trust Fund, which will focus on the large-cap segment of the income trust market with an…
Altamira Investment Services Inc. has launched Altamira High-Interest CashPerformer, a daily-interest savings account with a current interest rate of 2.4%. The funds in the account…
Toronto-based Mackenzie Financial Corp. has announced that Mackenzie Universal Canadian Tactical Fund is closed to new sales and will be terminated, pending a unitholder vote…
Toronto-based R.N. Croft Financial Group Inc. has announced the appointment of Malcolm Gilroy of Meridian Global Investors Inc. to provide investment advice for both Croft…
Mackenzie Financial Corp. and MRS Inc. are in talks to merge four of their investment funds, pending shareholder and regulatory approval. On May 20, investors…
Toronto-based investment research firm Morningstar Canada has added 835 F-class funds to its Web-based research platform, Morningstar Advisor Workstation. The recent addition is in response…
Part-time income may have to supplement savings, public and private pensions
Controversy surrounding Portus fiasco points to severe regulatory deficiencies
For some manufacturers of structured products, investments featuring U.S. fixed-income securities have been all the rage. Over the past several months, manufacturers have created investments…
Most employees are not aware that their group insurance plans may not provide them with adequate long-term disability benefits. LTD benefits under a typical group…
Richard howson is a bargain hunter, plain and simple. A long-time value investor and manager of the $380.5-million Saxon Stock Fund since March 1989, he…
PH&N Canadian Equity and Beutel Goodman Canadian Equity have a penchant for domestic holdings
Although energy fund managers see continued volatility and occasional short-term weakness in oil prices, they remain bullish on the sector for the long term. Despite…
Canadian balanced, dividend and income trust funds top best-seller list. That may change as interest rates rise
The treatment of some preferred shares in financial statements is changing for fiscal years ending in 2005. The change will address the Canadian Accounting Standards…
The majority of canada’s publicly traded financial services companies saw profits rise in the fourth quarter of 2004 from the same quarter a year earlier.…
On the 53rd floor of the gleaming Scotia Plaza tower overlooking downtown Toronto, Kevin Whelly is hatching a plan. Little more than a month has…
A joint venture between two Prairie-based financial services companies could mark the beginning of a new Western Canadian insurance brokerage network with a major presence…
Executives at quebec City-based Industrial Alliance Insurance and Financial Services Inc. have added another building block to the geographically diversified wealth-management business it has been…
Joseph iannicelli doesn’t see Standard Life Assurance Co. of Canada’s recent corporate restructuring or proposed demutualization as a strategic challenge. The move to bring the…
After 12 years at the helm of Aegon Canada Inc., George Foegele is stepping down as chairman, president and CEO, but is staying on as…
The montreal exchange is creating a new product aimed at retail investors who are being stung by the rising value of the Canadian dollar. The…
Larry sarbit, lead manager of AIC Ltd.’s $1.6-billion American Focused Fund, has resigned from the Burlington, Ont.-based fund company, ending his five-and-half-year tenure at the…
The regulator pursued only the managers who were the worst offenders; but critics say it should have gone after all who profited
When a client and an insurer settle a dispute for unpaid disability benefits, the amount paid to cover past benefits will be taxable, the Supreme…
Canada’s private equity industry, whose sluggish growth has trailed that of its U.S. counterpart, will be revitalized by the federal budget’s pledge to eliminate the…
In the month or so since the federal budget proposed removing the 30% foreign-content restrictions on Canadian pensions and registered plans, some companies have moved…
If not for a certain eager New York state attorney general, the Canadian fund industry might have skated by with a kinder, gentler governance regime.…
Canada’s market regulators get it from both sides: wronged investors accuse them of being soft on corporate crime and the Street complains that they are…
Retail investors who feel forgotten or ignored by securities industry enforcers are about to see some changes. Regulators plan to crack down on small-investor exploitation,…
The market for initial public offerings has evolved dramatically in the past decade. Investment bankers have become increasingly creative with the structure and substance of…
TD, RBC, BMO dominated fund sales during RRSP season
But traditional IPOs are also beginning to show signs of life
Sims returns to Canada
