Efficiency a driver in M&A activity
Hub Financial Inc., Canada’s largest managing general agency, has swooped in to buy a large competitor in Ontario, making the latest consolidation in a corner…
Hub Financial Inc., Canada’s largest managing general agency, has swooped in to buy a large competitor in Ontario, making the latest consolidation in a corner…
Taxpayers can avoid large capital gains on shares by donating them to charity
No reason given for decision, which stems from allegations against rogue employee Ian Thow
Boutique firm’s personalized attention to clients and strong rapport with advisors make it stand out, says CEO
Focus turns to marketing and selling products and services globally
Justices rule on causation linking injury to the direct or indirect use of a car
The new head of the CLHIA has a mandate to connect members with government regulators
Several funds were lost and many managers replaced to create Renaissance Investments
Some analysts complain tax reductions focus on consumption and will do little to boost corporate competitiveness
Lawyer is to review employment contract; if anything of relevance is found, it could be used to prove constructive dismissal
Exchanges say they’re open to discussing marriage, but they’ll have to get over some bad blood in order to tie the knot
Many countries are using central bank reserves to create investment vehicles; the sector could balloon to trillions of dollars
Industry veteran John Wood has jumped out of retirement and back into the saddle. After about two years of “incubation,” Wood is busy marketing pooled…
SROs plan to introduce standards for handling client complaints
Court: firm violated an “implicit covenant”
Aggressive shareholders are igniting a controversy concerning scheme liability that could spill into Canada
Survey could spell bad news for advisors who rely on cold-calling
Brian Gracey is a Vancouver chartered accountant and mining promoter, but he doesn’t make his money by finding minerals. He makes it by charging fees.Gracey…
The province’s political parties are all jumping on the Quebec identity bandwagon
Despite new taxes being approved, the embattled mayor will be scrambling for more revenue
Last year, federal Finance Minister Jim Flaherty pulled a cruel Halloween trick on investors. However, it’s this year’s treat, in the form of tax cuts,…
TD Canadian Equity eclipses the benchmark index and the median fund, giving it an edge on Templeton Canadian Stock
But fund performance suffers with mixed-gender management teams
NexGen’s funds are aimed at clients concerned about the tax treatment of investment income and gains
Tepid response is the result of pricing and the growing availability of other fund classes
No new funds are coming onstream, but product manufacturers are upbeat about some funds of income funds
After a summer of uncertainty, emerging markets’ earnings power remains in good shape
Russell rolls out “core plus” strategyToronto-based Russell Investments Canada has launched Russell Core Plus Fixed Income Pool. It is designed to provide investors with greater…
Proposed document skimps on illustrating risk and giving suitability guides
With no crippling subprime housing loans, emerging-market debt is considered solid and dependable
Investing in these companies presents a chance to invest in the industrial sector — as well as in some others
Life and property and casualty insurers have shown strong earnings growth, but stock prices haven’t kept up
The non-standard auto insurer is banking on its U.S. strategy as well as on the auto insurance industry’s move away from high risk
Although gold equities have lagged gold bullion recently, they are catching up and even overtaking the underlying commodity
These tools are excellent free resources for traders looking for some help in analysing Canadian option positions
On average, OECD and G-7 countries have outspent Canada in machinery and equipment investment
The 2007 budget extended the age limit for contributions and what can go into a registered plan
Clients can use wealth from a principal residence to help finance retirement, but advisors should exercise caution
Three strategies for building non-RRSP assets
Deferring withdrawals could stick clients with “huge chunk” of taxable income when they reach their 70s
Creditor-proof segregated funds can benefit clients at risk of being sued; and the step-up option protects against bad markets
Their major drawback is the inability to withdraw amounts beyond the income stream
While insurance-based RRSPs are creditorproof, there’s debate over whether other plans should get equal treatment
A range of strategies is available to avoid high taxes on bulging plans
A number of institutions offer RRSP loan strategies that keep clients out of the big banks
More money, broader interests and longer lifespans mean boomers have more retirement pursuits than previous generations. So, it’s no surprise that couples may not always…
Astute planning can reduce taxes for beneficiaries
Clients need to understand the tiers of Canada’s retirement income system and how they interact
Not now, say many experts, who predict a lower Canadian dollar by the end of 2008
Middle-income earners can practise saving techniques to build their registered plans
Many older couples can continue to benefit from the flexibility of spousal plans
Advisors can encourage spouses to discuss their visions of retirement before leaving the workforce and reach a compromise
Asset allocation and product selection rank among the best ways to insulate clients’ portfolios
Few mutual funds adopt short-selling strategies; fewer poaching managers
OECD report finds hedge funds are no longer corporate bullies; their involvement can kick-start faltering companies
There are many added factors to consider when looking to include hedge funds in a client’s portfolio
Techniques range from trips and financial incentives to sharing information
Few were leveraged or concentrated enough in speculative stocks to be affected
Funds searching for liquidity, anonymity, speed and arbitrage opportunities
Once the domain of “sophisticated investors,” hedge funds are becoming available to ordinary retail clients through PPNs
