Financial planning rule costly?
IIROC should think hard about the costs and benefits of its proposed rule
IIROC should think hard about the costs and benefits of its proposed rule
Viewing and valuing employment as an asset and portfolio component
Unusual offering from Cymbria Corp. gives investors the opportunity to get a slice of the investment manager
TD Monthly Income Fund and its more modest payouts gets the nod over BMO’s Monthly Income Fund
Mackenzie merges funds
Short-sellers are being blamed for driving down shares of financial services stocks; managers say they’re being used as scapegoats
The prospect of increasing inflation is a big factor in the strength of gold prices, say managers of precious metals funds
There are signs that stability is returning, but investors need to be aware of risks
There are myriad reasons for the growing gap between the prices of metals and of shares in the companies that mine them
But opportunities exist in the current market as companies sell the non-core real assets that Brookfield manages
Although the U.S. restructuring plan is scary, rewards are available for those who are patient and remain calm
There are valid reasons for — and against — buying into the sector at this time
The S&P/TSX Canadian dividend aristocrats subindex has outperformed the S&P/TSX composite index in back-testing
For a populace that generally thrives on the blood sport of politics, the past five years had been lean indeed in Newfoundland and Labrador.Ever since…
Canadians can expect to revisit banking mergers, regulation and full economic debates
Editorial
The salaries of B.C. securities regulators are too high compared with other public servants
Poorly placed and serviced airports are cramping Edmonton’s style and could hinder growth
Many companies are not taking advantage of Canada’s generous program for funding new research and development
The problem for individuals and companies is finding the most useful program
The new Canada-U.S. Tax Treaty will probably facilitate fund flows between the two countries, largely due to the elimination of the with-holding taxes on most…
Companies may need more frequent annual reviews when it comes to the way they disburse corporate profits
Many Canadians are attracted to U.S. property but need to be aware of the associated costs and taxes
Experts suggest many small-business owners are unaware of the exemption available to them
The range and complexity of taxes that arise on departure can be daunting for affluent clients
While the feds move ahead with the TFSA, more assistance for families comes from the provinces
Contribution periods increased to 31 years; older students, younger siblings may benefit
Tax Court rules certain awards for children of employees were taxable in hands of students
The TFSA is so flexible, clients of virtually all ages and incomes can find ways to benefit
One report suggests Canadians will have socked away $115 billion in TFSAs by 2013
Accounts expected to create opportunities to communicate with clients and develop “sticky” relationships
Tax professionals and business groups are hoping that a comprehensive review of Canada’s system of taxing international income will help Canadian companies compete abroad more…
Feds follow lead of some provinces, which offer much more access to money; rules vary from province to province
Pre-budget submissions also call for personal income tax reductions, changes to pension income-splitting
Clients may want access to the cash, or to transfer a policy to a child, spouse or charity
The new tax on income trust distributions has become an election issue
But clients should be careful not to run afoul of the CRA’s “superficial loss” rules
Oliver Murray intends to become more proactive in dealing with securities regulators
The AMF goes after the scheme’s architects, who are accused of painting false financial portraits of the companies involved
Banyan Tree Foundation and three interlinked companies targeted in class-action lawsuit
With access to 5,000 managers worldwide, firm wants advisors to focus on client relationships
Shifting your mindset to product allocation from asset allocation can be a complex undertaking, but it is precisely the reason why Toronto-based Manulife Financial Corp.…
Progress reports on preparations for the change are required by April 2009
It was meant to restore confidence and shore up the markets. But its imposition has done everything but
Some say suspension of the accounting rule tying value to current markets is crucial
Scotiabank’s purchase of Sun Life’s slice of CI Financial Income Fund gives insurer “firepower” to pursue growth
CSA focuses on rating agencies, exempt markets
Some economic reports draw parallels between Canada and the U.S. housing market; others are more upbeat
Emergency measures to shore up financial services institutions are underway in Britain and on the Continent
A new joint survey by Univeris Corp. and Advisor Impact Inc. shows just how quickly strong client service goals can pay off when advisors set,…
New research indicates 60% of pre-retirement income is plenty
National Bank’s investment management subsidiary is focused on Quebec but aims to expand its market
