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Industrial Alliance has been busy making a series of changes to the funds it acquired and merged last December

  • October 3, 2006 October 30, 2019
  • 11:02

One of the hottest areas in Canadian real estate these days is the recreational property market, as boomers and younger Canadians race to buy prime properties with waterfront or mountain views. Tight market conditions are expected to continue in Canada, with new inventory remaining scarce and few existing cottage and chalet owners planning to put […]

  • October 3, 2006 October 3, 2006
  • 10:28

More people are counting on home equity to shelter them from a retirement crunch

  • October 3, 2006 October 3, 2006
  • 10:28

Investor interest takes off with the demise of the 30% foreign-content restriction on registered plans

  • August 30, 2006 October 30, 2019
  • 14:05

These funds operate differently than their open-ended cousins, and advisors should ensure clients understand how they work

  • August 30, 2006 October 30, 2019
  • 13:58

Keats Connelly’s business is advising cross-border clients. It has assembled a daunting knowledge set of legal and tax issues

  • August 30, 2006 August 30, 2006
  • 13:36

Fidelity Latin America’s Adam Kutas and Brent Bottamini beat the benchmark with big bets on a small number of companies

  • August 8, 2006 October 30, 2019
  • 13:26

The plans create regular income by redeeming mutual funds; used wisely, they can also bear other financial fruit

  • August 4, 2006 October 30, 2019
  • 14:23

Many people are living longer in retirement than they — or their financial advisors — ever dreamed. New planning strategies are needed to minimize the risks of longevity Carmela harnum, a certified financial planner at Toronto-based Dundee Wealth Management Inc., lost two of her clients in the past year due to old age. Both were […]

  • August 4, 2006 October 27, 2019
  • 11:45

Advisors can offer to help clients with charitable giving, and make it part of the holistic planning process

  • July 11, 2006 October 30, 2019
  • 08:28