Helping your clients with their philanthropy will make you an invaluable resource
More fund companies are offering systematic withdrawal plans that provide investors with regular — often tax-efficient — income
A handful of young upstarts in the mutual fund business are pushing their way into an arena long dominated by a handful of industry giants. While the giant fund companies are typically supermarkets with funds to cover every investment category, successful up-and-comers tend to have a product niche, investment edge or star manager that sets […]
Now that income trusts face greater taxation, investors seeking steady income may take an interest in preferred shares
Preferred shares come in many shapes and sizes. Here are the major types and their defining characteristics: > STRAIGHT, A.K.A. PERPETUAL. This share has no maturity date, and pays its stated dividend indefinitely. It is typically callable after a certain date at the discretion of the issuer. > RETRACTABLE, A.K.A. TERM. The maturity date is […]
Now that Andy Glavac no longer puts in 80-hour weeks, he has time for golf, writing, fundraising and skydiving
Based on early indications, the current RRSP season is shaping up to be a whopper. Advisors are reporting that after a few years of strong stock market performance, both in Canada and internationally, clients are eager to put money to work in equities-related holdings within self-directed RRSPs. Banks and mutual fund companies are seeing strong […]
Modern applications include dealing with addictions, kicking smoking habit and reducing the pain of medical procedures
Investors can pick the investment strategy that best suits their needs
Guaranteed and secured payments for life remove some concerns about the future, and there is a lot of variety for your clients