News and resources for Canada's top financial advisors
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Donor advised funds have come a long way as an efficient charitable giving vehicle. Particularly in Canada, it is a gift planning tool of choice for those who don’t wish to make direct donations to charities. “It’s essentially a segregated fund within a public foundation or charitable organization,” said Joshua Thorne, manager, philanthropic advisory services, […]
By Vikram Barhat |December 9, 2010
4 min read
It may have come as a surprise to industry watchers, but to hear AGF president Blake Goldring and Acuity CEO Ian Ihnatowycz tell the story, a merger between the two Toronto-based mutual fund firms was only a matter of time.
By Doug Watt |December 9, 2010
3 min read
Women in Capital Markets is pleased to announce the winners of the 2010 WCM Executive Coaching Award Program, sponsored by BMO Nesbitt Burns. This is the third year of the program, which provides career coaching and development services from Felix Global Corp. to qualified senior women working in the capital markets in Canada.
By Steven Lamb |December 8, 2010
2 min read
Canada's philanthropic landscape is undergoing a seismic shift. The days of charitable giving as one-off legacy bequest are over. Philanthropy today is all about giving while living, a strategic allocation incorporated into wealth accumulation and capital preservation plans.
By Vikram Barhat |December 6, 2010
Economists say that Bank of Canada governor Mark Carney isn't going to increase interest rates tomorrow.
By Staff |December 6, 2010
6 min read
Canada’s philanthropic landscape is undergoing a seismic shift. The days of charitable giving as one-off legacy bequest are over. Philanthropy today is all about giving while living, a strategic allocation incorporated into wealth accumulation and capital preservation plans. “Philanthropy and wealth management are inextricably linked,” said Cheryl Hudson, founder and managing partner of Dove Management […]
According to EPFR Global, there’s been a stampede out of U.S. stock funds this year, with outflows totalling $51 billion. With such an overwhelming sense of pessimism, a laundry list of concerns and a general lack of investor interest, U.S. equities may just offer the next big contrarian investing opportunity. In finance, a contrarian is […]
By Kamran Khan |December 6, 2010
8 min read
Economists say that Bank of Canada governor Mark Carney isn’t going to increase interest rates tomorrow. In these sensitive times, as economic and job growth stall, few see any reason to raise the rates at the central bank’s next meeting. Analysts say the big question is when to raise rates. Douglas Porter, of B-M-O Capital […]
Jim Hall, the winner of the Morningstar Equity Fund Manager of the Year award at the Canadian Investment Awards, says a simple Mawer billboard slogan pretty much sums up his success in and approach to the advisor business.
By Neil Faba |December 3, 2010
5 min read
Financial intermediaries are still licking the wounds inflicted by the economic downturn, financial scandals and subsequent loss of client trust. Regulators, it would seem, couldn’t have chosen a more unfortunate time to twist the regulatory knife. But advisors who take their business seriously will find a way to overcome challenges; they must pursue excellence in […]
By Vikram Barhat |December 3, 2010
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