News and resources for Canada's top financial advisors
Industry
(March 9, 2004) North American consumers are in far better financial shape than the recent spate of doom-and-gloom debt reports would have you believe, according to a report from RBC Economics. “The prevailing outlook on North American household finances underestimates employment, personal income and productivity growth,” said Derek Holt, assistant chief economist of RBC Economics. […]
By Steven Lamb |March 9, 2004
3 min read
Raising capital: How labour fund tax credits work (March 9, 2004) Ottawa could save $100 million a year by scrapping the federal tax credit for labour-sponsored investment funds (LSIFs), says the C.D. Howe Institute. That’s one of several tax reforms suggested in C.D. Howe’s shadow budget, which was released today. Most labour funds qualify for […]
By Doug Watt |March 9, 2004
2 min read
(March 8, 2004) Advocis says the Ontario government should give “immediate priority” to amending the Securities Act to allow incorporated securities salespersons. The recommendation comes in Advocis’s pre-budget submission, sent last week to the province’s finance minister. Advocis says at least 70% of its members are licensed for both insurance and mutual funds or other […]
By Doug Watt |March 8, 2004
(March 8, 2004) Canada’s securities industry was firing on all cylinders in 2003, says the IDA, with operating profits rising 21% from the previous year to $3.3 billion. “The year marked a dramatic turnaround in industry fortunes following a 23% earnings drop in the previous two years,” the IDA said in its quarterly securities industry […]
(March 8, 2004) Evidence is mounting that the first two months of 2004 have been strong for the investment community, as the traditional last-minute rush to invest in RRSPs came to a close last week. Net new mutual fund sales for February alone are estimated at about $5 billion — 10 times that of February […]
By Steven Lamb |March 8, 2004
(March 5, 2004) The Supreme Court of Canada has ruled on the much-talked about case of Gifford v. Canada — the income tax appeal of a financial advisor who wrote off the interest on a loan used to buy a colleague’s book. “The agreement to pay $100,000 to purchase accumulated goodwill and the agreement not […]
By Steven Lamb |March 5, 2004
4 min read
(March 5, 2004) An online news article criticizing advisors who sell back-load or deferred sales charge (DSC) mutual funds provoked an angry response this week in Advisor.ca’s Talvest Town Hall. The article, written by columnist Wayne Cheveldayoff and distributed to various financial Web sites by CP Online, was titled “Investors should avoid advisors who insist […]
By Doug Watt |March 5, 2004
(March 4, 2004) Steve Meehan says he understands the fear that Investor Group’s (IG) takeover of his firm has created among its advisors — the CEO of IPC Financial Network says if he was an advisor, he’d feel the same way. But Meehan is convinced the firm’s 600 advisors will be supportive once they realize […]
By Doug Watt |March 4, 2004
Is your practice high net worth ready? It’s a market that can be hard to reach and it is also a misunderstood market. Here is an article from TD Mutual Funds that gives some insight into what it takes to prepare your practice to meet the needs of High Net Worth investors. Download Is Your […]
By Staff |March 3, 2004
1 min read
(March 3, 2004) A lobby group representing small investors is taking its campaign to beef up investor protection to a higher level. The Small Investor Protection Association (SIPA) sent a 100-page report to politicians and regulators last week. Robert Kyle — recently named as the association’s executive director — says the report won’t be made […]
By Doug Watt |March 3, 2004
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