News and resources for Canada's top financial advisors
Industry
Do your clients want to make a social impact when they invest? Knowing the answer to that question may be part of your KYC obligations if CSA’s proposed targeted reforms are approved. Regardless, clients who care about responsible investing may be interested in impact investing. In addition to a financial return, impact investing is meant […]
By Staff |October 17, 2016
2 min read
Mackenzie Investments has four new corporate-class funds, including three balanced funds. The company is going ahead despite tax changes announced by the federal government last March, saying in a release that “corporate-class funds still offer the potential for tax-efficient growth and tax-efficient income.” As of Jan. 1, 2017, exchanging units of one corporate-class fund for […]
1 min read
Economic Indicators
Is your client looking for a deal on a home? In recent weeks, finding the right digs at the right price may have been more challenging than expected. That’s because, says Royal LePage’s house price survey, the Canadian housing market continues to grow. Vancouver leads the way, with year-over-year home prices increasing by more than […]
By Staff |October 13, 2016
A scorecard of Canadian mutual funds, published by S&P Dow Jones Indices, shows that few managers outperformed their funds’ respective benchmarks during the one-year period ended June 30, 2016. (Fund performance was measured net of fees.) Read: Seeking lower risk? Try twice the diversification Highlights from the report include: Read: Frustration rises on OSC awards […]
Your clients probably haven’t heard about responsible investing (RI), but if they do, about two-thirds of them will act on that knowledge. RI is any investment strategy that offers both financial return and the opportunity to have a positive impact on communities and the environment. Read: Domestic RI portfolios: Are they viable? According to a […]
Political and economic uncertainty around the globe provided some relief to junior mining companies by inflating the price of gold by as much as 22%.
By Staff |October 12, 2016
Minutes of the Sept. 20-21 meeting released Wednesday showed Fed officials were inching closer to hiking rates for the first time since last December.
By Staff, with files from The Canadian Press |October 12, 2016
4 min read
Consider intermediate-level bonds to increase yield.
By Sarah Cunningham-Scharf |October 11, 2016
Market Insights
By ditching its handset line, the smartphone maker shows it has a mindset for success
By Deborah Aarts, Canadian Business |October 7, 2016
With companies more exposed than ever to international markets, central banks are finding it harder to meet their targets.
By Kevin Carmichael, Canadian Business |October 7, 2016
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