Industry

Donor advised funds: Flexible philanthropy

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

AGF, Acuity talking synergies

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

WCM winners announced

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

Doing good is getting better

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

3 min read