Industry

Decorative pattern

Gen X, boomers on same retirement page

Generation X and their baby-boomer parents are on the same wavelength when it comes to retirement and saving for it, according to new research by Investors Group. Results of a new poll probing the retirement mindset of Gen Xers found that 58% have a clear vision of their life during retirement and how they will […]

By April Scott-Clarke |January 4, 2011

2 min read

Decorative pattern

Sun Life completes reinsurance sale

Sun Life is no longer in the life reinsurance business. That part of its business has now been sold to Berkshire Hathaway Life.

By John Powell |January 4, 2011

1 min read

Decorative pattern

Tackling tax-efficient investing

While tax-advantaged vehicles such as RRSPs and tax-free savings accounts are a sure bet for most investors, they are limited by the investor’s contribution room. Once that has been exhausted, investing in taxable accounts is the next step. However, at that point, the tax impact of making such a move must be investigated.

By André Fok Kam |January 1, 2011

7 min read

Decorative pattern

Beware of the new e-rules

Recent federal government regulations will allow banks and other financial institutions to do more business with customers online and electronically transmit documents currently mailed at hefty postage, printing, disposal and environmental costs.

By Richard E. Austin |January 1, 2011

3 min read

Decorative pattern

Income trusts beyond 2011

Canada is in the midst of a bull market in yield securities. Retail and institutional investors alike are clamouring for securities generating and paying a steady cash flow. The demographics of this country provide strong evidence of why the demand for yield has seemingly accelerated in recent years.

By Dennis Mitchell |January 1, 2011

9 min read

Decorative pattern

Preparing the power of attorney

What happens when your client is no longer capable of making his or her own decisions? Perhaps your client has planned for this event and given a power of attorney (POA) to someone he or she trusts. What, then, is your new role?

By Robert Mendenhall |January 1, 2011

5 min read

Decorative pattern

Financial catchphrase of the year

There were a lot of great additions to the English language in 2010. Sarah Palin gave us “refudiate”. The BP oil spill in the Gulf of Mexico gave us several new entries, including “top kill” and “junk shot”. But the catchphrase of the year in financial circles was missed by many in the year-end lists: […]

By Steven Lamb |December 31, 2010

1 min read

Decorative pattern

Five easy financial resolutions

While it is always a good time to be financially prudent, the New Year brings promises to actually do something about it. But vowing to “be smarter with money” is pretty vague, and many Canadians might struggle to keep that resolution without a clear idea of how to achieve it. Scotiabank has offered its top […]

By Staff |December 30, 2010

2 min read

Decorative pattern

Economic Indicators

Consumer, investor confidence holds up

Consumer confidence remained steady for most of 2010 in Canada, according to the Harris/Decima-Investor’s Group Index of Canadian Consumer Confidence. The overall measure was steady for the last six months after reaching a post-recession high of 89.0 in February. It closed at 82.8 in November. “Nationally, this year has seen Canadian consumer confidence dip for […]

By Brooke Smith |December 29, 2010

2 min read

Decorative pattern

OBSI offers financial resolutions

The next few weeks will see Canadians making – and for some, breaking – New Year Resolutions, ranging from eating better to quitting smoking. While improving physical fitness is an excellent goal, they should also try to get financially fit. To that end, the Ombudsman for Banking Services and Investments has offered up a Top […]

By Staff |December 29, 2010

2 min read

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