Industry

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Dubai a hangover, not a new crisis

Have your clients been calling about Dubai World, asking whether everything’s going to come crashing down again? Observers say it’s nothing to fret over, as Dubai’s problems are just part of the long unwinding of the global credit crisis. Stock markets were hammered yesterday by news that Dubai World, a government sponsored investment fund, was […]

By Mark Noble |November 27, 2009

4 min read

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The Investment Industry Association of Canada (IIAC) has awarded the inaugural IIAC Industry Scholarship Award to Steven Brophy, vice-president and managing director, BMO Nesbitt Burns. Brophy will receive funding to attend the SIFMA Securities Industry Institute. “The IIAC could not be more pleased than to honour Steven Brophy as the inaugural winner of the IIAC […]

By Staff |November 27, 2009

2 min read

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While the annual tax filing deadline is months away, December is often the best time of year for Canadians to evaluate their overall tax strategies. Released today, a report by tax and estate planning expert Jamie Golombek outlines CIBC’s top ten tax tips. “It’s important to review your overall tax-planning strategy with a professional now […]

By Staff |November 26, 2009

6 min read

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B2B Trust and Mackenzie Financial have inked a deal under which B2B Trust will offer preferred rates on investment loans to investors purchasing eligible Mackenzie funds. “B2B Trust is thrilled to add a prestigious firm like Mackenzie Investments to our list of distribution alliances,” says François Desjardins, president and CEO of B2B Trust. “Teaming up […]

By Staff |November 25, 2009

2 min read

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Stock picking matters: Kanko, Jenkins

There really is such a thing as talent and expertise in stock selection, and the two principal partners of Black Creek Investment Management are out to prove it. When star fund manager, Bill Kanko left Trimark back in 2004, he could have gone anywhere. He was and remains one of the industry’s best-known stock pickers, […]

By Mark Noble |November 25, 2009

11 min read

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Celebrating Advice: Effective business planning

When you initially sit down with RBC’s Glen Daniel to talk money, the very first question the 14-year veteran is likely to ask is: “If I could solve one problem for you, what would that one problem be?” Once a client has dismissed any ideas that might involve sending their mother-in-law on a one way […]

By John Powell |November 24, 2009

4 min read

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Briefly: ‘Create a holiday plan: IG’ and more news

Investors Group advisors are available to offer holiday planning advice for Canadians. A press release from the firm, says, “Ornament lined shelves in early November should be your signal to start thinking about your Christmas Shopping Plan” Some of the tips suggested for this plan include developing a charitable giving strategy rather than spontaneously giving […]

By Staff |November 24, 2009

4 min read

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Tax loss selling remains powerful tool

Tax-loss selling in 2008 was the arguably the single most powerful tool during a period where clients generally felt powerless. It’s that time again to determine if you can add value by doing some competent year-end selling or buying to save clients significant money on their taxes. Tax-loss selling is when an investor sells a […]

By Mark Noble |November 24, 2009

4 min read

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How well do you know your staff? Are they happy in their current positions, or are they secretly planning their exodus? A recent survey of the financial services sector, conducted by Deloitte, found that 49% of respondents globally are considering leaving their jobs. That will likely increase as the recession ends. Recessions have a tendency […]

By Staff |November 23, 2009

4 min read

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The near collapse of the financial system has sparked a global debate on reform; a debate that should be focused on the international monetary structure, according to Bank of Canada governor Mark Carney. The world needs to promote an open monetary system, which would promote economic growth and prosperity, he said today in New York. […]

By Staff |November 20, 2009

3 min read

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