Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net worth clients. Nairne spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
The pros and cons for income-seeking clients
Advisors should be aware that some products could introduce more risk into client portfolios
One study showed FIA funds posted weak returns
Is the risk versus governments worth it?
Long/short strategies may be the way to go
Gold shares have had higher returns over a 40-year period
These products have low correlation with bond and stock markets