Industry News

Small business death and taxes

The clock is ticking for individual and business tax filers, as the annual ritual of mental gymnastics, strategic tax planning and paperwork is well underway. For business owners, the Canadian Federation of Independent Business (CFIB) has released a research report that examines and compares different provincial tax regimes across the country. For individuals, a new […]

By Kate McCaffery |April 8, 2009

3 min read

Briefly:

Northwest & Ethical Investments L.P. (NEILP) has announced that it will integrate the operational platforms of Northwest Funds and The Ethical Funds Company, effective April 13, 2009. The move will allow investors to switch freely between any of the Northwest Funds, Ethical Funds or Credential Funds managed by NEILP, assuming the desired fund is available […]

By Staff |April 7, 2009

2 min read

Social investors left waiting for fundamental reforms

Sustainable and social investment advocates may be feeling short-changed by last week’s G20 summit in London, despite a pledge by world leaders to set aside more than $1 trillion US in an effort to overhaul the financial system and keep the global economy from slipping into a depression. For the first time ever, six regional […]

By Doug Watt |April 7, 2009

3 min read

Whole life on the comeback trail

This downturn has proven that insurance companies are not immune to market conditions, but some of the old standby insurance products — most notably whole life — are seeing a resurgence in sales. Advisors who offer comprehensive financial plans need to find ways to generate revenue, and by many accounts, investments are not fitting the […]

By Mark Noble |April 7, 2009

5 min read