News and resources for Canada's top financial advisors
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As advisors consider how to strategically use the new Tax-Free Savings Accounts (TFSAs), one of the country’s largest insurance companies wants investors to consider insurance needs. Sun Life Financial has announced it will offer TFSA solutions when the accounts become available on January 1, 2009. The plan is to offer the TFSA investment option to […]
By Mark Noble |September 1, 2008
4 min read
Investors rarely have access to the buy-side analyst reports of institutional investors, and according to a new study by a trio of Harvard Business School researchers, they likely aren’t missing much. The study finds buy-side analysts are more optimistic and less accurate than their sell-side counterparts, who freely distribute their recommendations. Buy-side analysts work for […]
2 min read
What do you really want? That’s the question every client needs to ask in order to get something worthwhile from life. We hear a lot lately about values-based investing, and this book encourages clients and advisors to explore their values to achieve the goal of living what the authors call an “authentic life.” Yet, while […]
By Philip Porado |September 1, 2008
1 min read
If you don’t fully understand a product, don’t sell it. Product risk is one of the major risks in the industry, just think Portus, Norshield and ABCP. Though certain investment products appear safe, they might have complex structures, layers of built-in fees and uncertain risks. So don’t just read the marketing material. Instead, go for […]
By William Donegan |September 1, 2008
Four of the nation’s largest regulators announced this month that they are seeking direct input from retail investors on the topic of investment product suitability. It’s an unprecedented move, and one the head of the Investment Industry Regulatory Organization of Canada (IIROC) hopes will yield valuable feedback that can be used as the basis for […]
3 min read
If a scruffy guy named Anthony staggered into your office, plunked a duffel bag full of Bessies on your desk, and demanded: “I want life insurance,” you’d quietly excuse yourself and go looking for the manager. Unfortunately, today’s white-collar criminals aren’t so easy to spot. To ensure terrorists, smugglers, drug traffickers, or other criminals don’t […]
By Kanupriya Vashisht |September 1, 2008
6 min read
(August 29, 2008) The U.S. election is just a couple of months away and both sides are girding for battle. Both claim to have the true interests of Americans at heart, but which party might be better for Canadian investors? Judging by historical returns on the Toronto stock market, the Democrats are clearly the better […]
By Staff |August 29, 2008
Just when it was becoming cheaper for Canadians to fill up their cars, comes word from one CIBC economist that Hurricane Gustav will push gas prices up to $1.75 a litre. Jeff Rubin, CIBC’s chief economist, says the storm, which is bearing down on the oil-rig-littered Gulf of Mexico, could force production to shut down […]
By Bryan Borzykowski |August 29, 2008
This week’s earnings reports from Canada’s biggest banks may have been marked by double-digit profit erosion and hundreds of millions of dollars in fresh writedowns, but they may also be a sign that the worst of the credit crunch is behind us. “Probably all of these numbers are better than were feared,” says Chris Lowe, […]
By Steven Lamb |August 29, 2008
Richard J. Balfour, Partner, Torys LLP Toronto. Philip Anisman, Barrister and Solicitor, Toronto Philip Anisman, Barrister and Solicitor, Toronto Richard J. Balfour, Partner, Torys LLP Toronto. Patrick Finnerty, Partner, Blakes Cassels and Graydon LLP, Calgary Mitchell Gropper, Partner, Farris, Vaughn, Wills and Murphy LLP, Vancouver Francis Legault, Partner, Ogilvy Renault LLP, Montreal Glorianne Stromberg, securities […]
By Staff |August 28, 2008
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