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Industry
Labour-sponsored funds are certainly not the most attractive investments these days, with languishing returns and the removal of their preferential tax treatment in Ontario, but industry watchers say there are better days ahead for the asset class. At times in the past, labour funds were the rage among investors for their attractive tax benefits, designed […]
By Kate McCaffery |May 11, 2006
4 min read
A year after ‘retiring’ from Mackenzie Financial. Jim Hunter has returned to the industry. He’s not back for another kick at the same can; he’s back to reshape the ways funds are structured. But will anyone understand what he’s trying to do? Hunter is aiming to design products to alleviate the annual tax burden associated […]
By Mark Brown |May 11, 2006
(May 10, 2006) The U.S. Federal Open Market Committee raised its key interest rate this afternoon, setting the overnight rate at 5%, up from 4.75%. None of this came as a surprise, really, and traders were more interested in divining future moves from the Fed, based on the language of the announcement. Many were expecting […]
By Staff |May 10, 2006
3 min read
After four years of strong growth, the Canadian housing market is expected to cool down through 2006, with housing starts slowly declining, according to the latest report from Canada Mortgage and Housing Corporation. “Housing starts this year will be stronger than previously forecast, mainly due to persistent strong demand in Alberta and British Columbia, but […]
By Steven Lamb |May 10, 2006
(May 9, 2006) A warmer than usual winter helped consumers in the form of cheaper home heating costs. But those savings will likely be offset by higher natural gas costs, as the summer heat fuels demand for electricity, and bumps up the cost of natural gas, according to a report from CIBC World Markets. Natural […]
By Staff |May 9, 2006
Give banks permission to provide insurance product information in branch. Allow banks to solicit client permission to have tailored insurance product information sent to them. Allow banks to provide referrals to qualified insurance professionals outside of the branch. Allow banks to forward relevant client information to insurance affiliates, with the client’s permission, to make it […]
By Kate McCaffery |May 9, 2006
How is compensation handled? Are the costs and fees appropriate? Are they transparent? Are they comparable to similar investments? Are there less risky alternatives already available? Do the returns justify these risks? What are the risks? What are the objectives of the product? Who should it not be offered to? Who is this product intended […]
By Steven Lamb |May 9, 2006
(May 2006) When I meet advisors for the first time, I’ll often ask them why they became advisors. The most engaging ones tend to see advising as a calling, helping others achieve a financial well-being (or some variation on that theme). So when the conversation turns to their dealer, advisors fall into one of two […]
By Deanne Gage |May 8, 2006
(May 8, 2006) The IDA has slapped a total of $63,000 in penalties, fee disgorgements and costs against on Larry Tobin for conducting business as a portfolio manager without being registered and engaging in discretionary trading. Tobin also admitted to trying to correct a trading error without reporting it, and failure to use due diligence […]
By Staff |May 8, 2006
Charities and tax experts alike are excited by the new opportunities made available by changes announced in the federal budget. The move to completely eliminate capital gains tax on donations of publicly listed securities to charity — an area where many advisors still fear to tread with their clients — has launched charitable giving directly […]
By Kate McCaffery |May 8, 2006
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