Industry News

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‘Tiger’ on the prowl for HNW clients

An exclusive club for high-net worth clients is about to raise the bar for competent and objective advice in Canada. The advisor community, however, says the new club, Tiger 21, is far from a threat. Even the club insists they are not predatory; neither in instinct nor in intention. But somewhere between dismissive insouciance and […]

By Vikram Barhat |August 3, 2010

5 min read

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Advisor reshapes father’s practice

Running a high-end hotel teaches a person all there is to know about providing seamless service. It’s an art form that Natalie Jamison, an advisor with Jamison Family Wealth Management, RBC Dominion Securities, took with her when she made the transition to succeed her father, Neil, at his established advisory practice in Oakville, Ont. “Working […]

By Philip Porado |August 3, 2010

3 min read

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What Tech Wreck?

A cursory look at the technology industry’s performance over the last decade suggests the sector has been sucking wind since the tech bubble burst in 2000. Case in point: a glance at any run-of-the-mill Canadian equity fund reveals that – despite some bumps – ten-year returns are generally positive. Contrast that with the losses, sometimes […]

By Nancy Turner |August 1, 2010

10 min read

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Second-gen immigrants craving advice

For the most part, Canada offers the world an open-door policy – and that’s a good thing for a country with a smaller population than the state of California. This country needs newcomers. It needs their ideas, their energy, and their drive to propel the economy forward. And it needs their desire to live and […]

By Philip Porado |August 1, 2010

3 min read

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Charity, advisors aid Mississauga school

Until recently, 40-year-old Thorn Lodge Public School in Mississauga, Ontario had no playground. But that all changed this summer, when volunteers built an entire playground from scratch in a single day. The new playground, designed by children for children, will serve nearly 6,000 area families. The not-for-profit playground-building organization KaBOOM!, along with more than 200 […]

By Philip Porado |August 1, 2010

2 min read

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Controlling currency volatility

Clients often want their advisors to be proactive, but foreign exchange is an issue most advisors are reactive about. Currency volatility continues to impact the bottom line of owner-operated businesses as well as their portfolio investments. Moreover, currency volatility hides the high margins banks generate on foreign-exchange transactions, whether from small businesses paying invoices in […]

By Mark Borkowski |August 1, 2010

6 min read

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Trust can trump culture

Kenneth Tsang, director, vice-president and investment advisor at RBC Dominion Securities in Toronto, has been advising the Chinese community for over three decades now. During this period, he’s seen a change in the mindset and education level of new immigrants. Compared to immigrants in the 1980s and 1990s, he says, the newer generations are better […]

By Rayann Huang |August 1, 2010

6 min read

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Business immigrants face unique challenges

Unlike the average newcomer, business immigrants are not concerned with putting food on the table, but rather with how to continue their success and possibly reach new heights through endeavours in the new country. Their challenges and needs are unique, and largely involve grasping a new financial system that works very differently than the one […]

By Vikram Barhat |August 1, 2010

7 min read

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Celebrating Advice: Marketing to new Canadians

Are you good with numbers; fluent in Mandarin, Cantonese or Filipino; and deft at rolling dumplings? If yes, then you may be just the blend some clients are seeking from their financial advisors. At least that’s what Dorothy Chan, a senior investment executive at Scotia-McLeod in Vancouver, discovered when a prospective Chinese client expected her […]

By Kanupriya Vashisht |August 1, 2010

11 min read

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Experts debate ETFs, mutual funds

Few debates stir as much passion among investors as the relative merits of mutual funds versus exchange-traded funds. Investors who love ETFs love them a lot, questioning why anyone would pay more for mutual funds that fail to beat their benchmark. On the other hand, mutual fund fans question the wisdom of micromanaging a portfolio […]

By Steven Lamb |August 1, 2010

5 min read

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