As rates rise, opportunity to achieve tax savings via a family loan strategy narrows
Clients who borrow to invest may be intrigued by a recent court case on interest deductibility
Advisors must inform their clients about the risks of borrowing
New guidance reminds advisors about their suitability obligations
Burned investors win $10-million settlement in Money Concepts class action
Borrowing to invest is one of the most controversial financial planning strategies. Is it right for your clients?
NBSC orders company to repay losses to investors
Amendments detail the general obligations for dealers and reps to assess suitability of client leverage
Amendments require securities commission approval before they take effect
There's not much data about the state of leveraged investing in Canada, but some figures show troubling signs