News and resources for Canada's top financial advisors
Investing
Aversion itself can be the biggest risk to meeting future income goals.
By Staff |July 28, 2014
2 min read
Financial Planning
Don’t be one of thousands of Canadians who neglect the possibilities of Registered Disability Savings Plans.
By Christopher Mason |July 3, 2014
Mortgage investment corporations can provide yield and help diversify your fixed-income portfolios.
By Suzanne Sharma |June 20, 2014
3 min read
A straightforward explanation of the last market collapse.
1 min read
There are still opportunities for value investors interested in Europe. Here's where to look.
By Lisa Myers |June 20, 2014
The inside track on how financial advisors are paid.
June 17, 2014
Popularity of ETFs continues to rise, so it's likely your clients will be asking about them.
People are always on the lookout for cheaper ways to invest. And for some Canadians, that’s meant turning to exchange-traded funds (ETFs)
By Evelyn Juan |June 17, 2014
Trading ETFs is similar to trading stocks. But, if you plan to buy ETFs, know there are additional costs on top of management fees.
By Staff |June 17, 2014
Recently, one of Tim Morton’s clients asked him to help with some do-it-yourself ETF trading. Morton’s a financial advisor with CIBC Wood Gundy and his client has a self-directed side account. He wanted those DIY trades in Canadian ETFs to complement the globally focused portfolio he has with Morton. “He’s an intelligent man, very experienced […]
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