Costing out the RCMP
Victoria
Victoria
Finally, it appears that a properly functioning roof will save the Olympic Stadium
The federal Conservatives are borrowing from an American playbook
Potash Corp. of Saskatchewan and the province aren’t happy about an uninvited guest
Investing in Canada alone is a recipe for weak returns
Portfolio mergers at HSBC
Price competition comes to Canada
UCLA professor has compiled a checklist for clients and advisors
Darkening economic prospects are unnerving investors. “We’re in a multi-year bull run for gold,” says one manager
Canada’s Big Three food retailers — Loblaws, Metro and Sobeys — have an appetizing future, analysts say
Strong performance indicates a bull market, although pattern has varied
In the past, conservative predictions led to surpluses, but current outlooks may be too rosy
TIGER 21
Many newcomers have large amounts of investible assets; one study says only 27% receive financial advice
Majority of firms, including frontrunner Dynamic, omit clients’ most sought-after piece of information: Rate of return
James Wanstall says his firm is “not trying to be all things to all people”
Flush with cash, the fraternal benefits insurer is ready to step into asset management if the right opportunity comes along
Aiming at ultra-wealthy
Or should regulators intervene more directly to protect investors?
Operating on a separate platform, TMX Select will benefit from the new “order protection” rule
Industry review considering whether OSFI guideline should apply to this growing industry
But there are moves afoot in some countries to establish even higher standards than those set by the Basel committee
Optimize.ca allows investors to compare the funds they own with those that are rated as being better and offer lower fees
Estate tax issue could cause quite a few headaches
But while the future holds serious threats no firm can ignore, many opportunities exist for agile companies
In a relatively new area of litigation in Canada, financial services companies have come under fire
Some fund unitholders in the Prairie provinces will be subsidizing those in B.C. and Ontario
Canada Revenue Agency officials continue to debate what some view as “excessive” interest deductions
The feds continue to implement changes that were recommended by an advisory panel in 2008
Newfoundland and Labrador’s declining personal income tax rate reveals a much healthier provincial balance sheet
Transactions that bear two of three “hallmarks” will have to be reported under new regime
Some of the rules that were accepted wisdom no longer apply; traditional “bonus down” plan is not always the best approach
A B.C. judgment potentially leaves advisors open to charges of unprofessional conduct if assets are transferred to protect wealth
Time limit for deemed dispositions from trusts can be a trap for financial advisors and clients
Family trusts and offshore residency have caught the agency’s attention
There is a concern relating to certain product designs that could be leaving some taxable income on the table
Tax agency keeps up the pressure
U.S. citizens or holders of green cards living in Canada might be tempted to open a tax-free savings account. But opening a TFSA might result…
There are different tax implications for both courses of action, but the decision depends primarily on your client’s choice
CRA shows some leniency on penalties for “unintentional” overcontributions; no breaks for those who manipulate the system
Although laws concerning these changes have not yet passed, you should not ignore these proposed changes at this time
Canada has tax treaties that reduce the pain of withheld taxes on foreign holdings, but taking advantage of them can be complex
