News and resources for Canada's top financial advisors
Industry
If your clients are taking a quick spring break to a U.S destination, make sure they pack more protection than just sunscreen—they need to buy travel health insurance. A medical emergency outside of Canada can pose a serious threat to their overall financial well-being. “Spring Break is a popular time to travel, whether it’s a […]
By Steven Lamb |March 9, 2010
2 min read
The insurance industry is trailing behind other industries in keeping customers informed electronically, a recent research study concludes. Commissioned by U.S.-based NewRiver, a company that provides technology solutions to financial services firms, the study found variable annuity (VA) and variable universal life (VUL) policyholders had a strong inclination towards receiving prospectus and related compliance documents […]
By Vikram Barhat |March 9, 2010
Rogers Publishing Limited today relaunched Conseiller.ca, Quebec’s Web portal for financial professionals. The single entry point brings together content from: • Conseiller.ca: the online resource for financial advisors in Quebec; • RevueAvantages.ca: the only French website in Canada devoted to the group pension and benefits sector; and • Assurancededommages.ca: the online resource for property and […]
By Staff |March 9, 2010
After more than a year of economic turmoil and volatile markets, Canadians have returned to their retirement plans, according to the fourth annual Investors Group RRSP Exit Poll. The survey found that 36% of Canadian adults made RRSP contributions during the 2009 tax year, up from 31% in the prior year. When it comes to […]
By Steven Lamb |March 8, 2010
3 min read
A steady increase in the number of Canadians intending to invest in a home further bolsters the resurgence of Canadian housing market, according to the 17th Annual RBC Homeownership Study. The survey, which tracks Canadians’ attitudes and behaviours around home buying and home ownership, revealed 10% of Canadians are likely to buy a home in […]
By Vikram Barhat |March 8, 2010
Who says sustainable investing doesn’t pay? The Jantzi Social Index (JSI) posted a return of 5.22% in February, beating out both the S&P/TSX Composite Index (up 4.97%) and the S&P/TSX 60 Index (up 5.09%). Since its inception on January 1, 2000, the Jantzi Social Index has posted an annualized return of 5.49%, compared to 5.44% […]
By Staff |March 5, 2010
While efforts to return to fiscal normalcy sat well with the investments industry, the Federal Budget released in Ottawa today contained some disappointments, according to industry associations and analysts. Specifically, the Investment Industry Association of Canada had hoped Finance Minister Flaherty’s speech would include some incentives to boost investor spending, especially as it relates to […]
By Philip Porado |March 4, 2010
4 min read
Canadian families are bound to be confused. Finance Minister Jim Flaherty’s federal budget vows to slash the deficit but there are few details on how the conservative government plans to do so. With a budget firmly focused on businesses, large and small, there was very little for most families to rejoice about except for the […]
By John Powell |March 4, 2010
The 2010 budget brought no big surprises for Canada’s wealthy, but then it brought no real disappointments either. A cash-strapped government struggling to balance a record $56 billion deficit, gave up very little in the way of tax cuts or incentives. But as John Nicola, partner and financial advisor at Nicola Wealth Management, points out, […]
By Kanupriya Vashisht |March 4, 2010
7 min read
It’s being touted as a jobs and growth budget, with neither tax increases nor major new tax relief. Aside from some targeted measures that should benefit the disabled, charities and families, there’s little to attract the attention of advisors in Finance Minister Jim Flaherty’s latest economic blueprint. “The government was pretty clear that there weren’t […]
By Doug Watt |March 4, 2010
6 min read
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