Industry News

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Industry

CPP overhaul to reward the patient

With provinces warming to the idea of enhancement to Canada Pension Plan (CPP) benefits, it looks as if legislators will soon be able to get to work on the details. “The careers are getting shorter, and the retirements are getting longer,” Laurier Guimond, senior program officer, Human Resources and Skills Development Canada, told the CIFPS […]

By Philip Porado |June 21, 2010

2 min read

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Industry

Pension plans revisit risk management

Risks abound for pensions plans – even while they are in the midst the process of restructuring the kinds of risks they are exposed to. Ask Errico Cocchi, pension fund investment manager for the City of Montreal. The end of 2008 and early 2009 “were a pretty tough year for our plan,” he says. “We […]

By Scot Blythe |June 18, 2010

3 min read

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Industry

SRI advisors: Be true to yourself

There’s value in having a conversation about values. And that’s always been the case for advisors who want to specialize in socially responsible investing (SRI). But how do you get in front of potential clients in the first place? “We put ourselves out there and we repel as many people as we attract,” says Stephen […]

By Doug Watt |June 18, 2010

4 min read

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Industry

Preventing questionable expenses

How careful are you, as an advisor, in ensuring the business expenses you claim each year at tax time are appropriate, reasonable and properly documented? A recent tax case decided in April (Platis v The Queen, 2010 TCC 150) involved Toronto advisor Peter Platis, a commissioned commodities and foreign exchange broker employed by Refco Futures […]

June 17, 2010

3 min read