News and resources for Canada's top financial advisors
Market Insights
When markets are volatile and aren’t offering much opportunity to make money, it’s a good time to enact a tax loss selling strategy using ETFs to lighten your clients’ tax burden.
By Howard J. Atkinson |March 7, 2014
6 min read
By the end of 2012, the total assets under management of the global Exchange Traded Fund industry is expected to exceed $2 trillion by some estimates, and with nearly 2,500 ETFs now available globally to institutional investors, there is an ETF for almost every conceivable asset class.
By Howard J. Atkinson |August 16, 2013
Products
When a market sell-off occurs, as witnessed over the last couple of weeks, it’s frustrating for both advisors and their clients
By Howard J. Atkinson |August 2, 2013
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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