News and resources for Canada's top financial advisors
Industry
It seems too good to be true, and it is. This, in short, sums up the industry experts’ response to the recent media reports linking the U.S. election cycle to rallies in stock markets promising pay dirt. Calling it the “best formula going” these reports claim “shares usually fall or drift during the first half […]
By Vikram Barhat |November 1, 2010
3 min read
In September, members of the Institute of Advanced Financial Planning met in Banff, Alberta to consider its annual case study. This year’s case study involved a client everyone could identify with.
By Steven Lamb |November 1, 2010
7 min read
My colleague is always on the lookout for deals and bargains. Growing up in Saint Petersburg during a transitioning Russian economy made everyone resourceful. She and her family have used coupons to clean out stores, with the clerk paying her at checkout! She applies the same frugal approach to constructing core-and-satellite structures for taxable portfolios, and saves money by systematically harvesting tax losses using ETFs.
November 1, 2010
We spend so much time in the accumulation phase of our lives and careers that sometimes it can be hard to make the switch over to a new way of thinking that goes along with major life changes like the transition to retirement. At this stage of life, though, it’s more important than ever to […]
By Mike George |November 1, 2010
4 min read
Men are not only from Mars and women are from Venus but the two sexes apparently live into two different timelines as well: the future and the present. According to a study conducted by BlackRock’s iShares business in Canada, Male investors live for the present while cautious female investors are looking ahead to the future. […]
By John Powell |November 1, 2010
2 min read
The way UBS sees it, Canada just cannot escape the U.S. and global undertow. Unveiling their updated ‘Global Economic Outlook 2012’, UBS sees another year of trend-like growth, with the developed economies characterized by slow and uneven recoveries, which offsets superior growth. Shouldering what is going on with the rest of the world and a […]
By Staff |November 1, 2010
Fall is often charitable giving season in Canada. It is the time of year that sees a lot of activity around charitable donations from those who are, after having put it off until the last moment, scrambling to meet the December 31 deadline to make charitable donations for the given tax year. The timing couldn’t […]
By Vikram Barhat |October 29, 2010
If you think the current low-growth/low-rate environment is hard on clients in their accumulation phase of life, think about what it means to retirees. Traditionally, retirees could count on interest payments from bonds to fund their retirement, but short-terms interest rates have been in the toilet for over a decade now, leaving few new opportunities […]
By Steven Lamb |October 29, 2010
Mackenzie Financial has announced the appointment of FSX Securities Canada as portfolio sub-advisor of Mackenzie Universal World Real Estate Class, effective November 1, 2010. FSX Securities Canada is a wholly owned subsidiary of Forum Securities Limited, a global investment management firm with over $800 million in assets under management and employees in offices in Asia, […]
By Staff |October 29, 2010
1 min read
Despite the stress of managing other people’s finances and the ever-increasing regulatory burden, there is a common refrain we hear from advisors: Working in financial services is the best career in the world. The latest Best Employers studies from Aon Hewitt appears to support that enthusiasm. Of the top 50 employers, 16 were in some […]
By Steven Lamb |October 28, 2010
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