News and resources for Canada's top financial advisors
Market Insights
(June 2007) The Canadian dollar has been in the news a lot recently, and for good reason — it reached its highest value against the U.S. dollar in 30 years. Every day, we are inundated with media coverage on what the experts are saying. The variety and number of forecasts make the confusion worse than […]
By Peter Drake |June 6, 2007
3 min read
(June 2007) The renewed threat of inflation in Canada poses a hazard for traditional bond portfolios, while the rise of huge investment funds in emerging economic superpowers is about to unleash a flood of liquidity into the global fixed income market, analysts predict. Dr. Sherry Cooper, executive vice-president and chief economic strategist at BMO Financial, […]
By Mark Noble |June 1, 2007
4 min read
What happens at retirement?
By Peter Drake |May 24, 2007
Currencies: Why currencies fluctuate, taking account of currency fluctuations when investing and some perspectives on major currency changes that are likely to affect your clients. Economic conditions and developments: The relationship between economic growth and financial markets, globalization and what it means for clients, and why your clients should ignore most of the economic news […]
By Peter Drake |May 8, 2007
(March 2007) Back in the late 1990s and early 2000s, when the tech sector was all the rage, many investors tried their hand at margin borrowing. With a booming tech industry, borrowing money from a broker to buy more securities seemed like a good idea. But then came the crash. “I know someone who borrowed […]
By Bryan Borzykowski |March 13, 2007
(March 2007) As income trusts become less attractive to investors, a more traditional investment option is returning to the limelight, as investors take a second look at preferred shares. According to the Investment Industry Association of Canada’s recently released report on new issuance and trading in Q4, the value of preferred share issuance has jumped […]
By Bryan Borzykowski |March 7, 2007
(March 2007) Since it’s a basic requirement of life, the notion of commoditizing water can make people uncomfortable. As a commodity, it has no replacement, nor can consumers simply strike it from their daily lives. But with climate change, natural disasters and sheer global population growth, there is no question that clean, fresh water is […]
By Steven Lamb |March 1, 2007
(January 2007) Everyone talks about the weather, and now people say they want to do something about it. In Canada, environmental issues top health care as our number-one worry. CEOs are getting into the scene by saying it’s time to do more to protect against climate change. Even U.S. President George W. Bush is pushing […]
By Mark Brown |January 25, 2007
6 min read
(December 2006) Fidelity Investments has been forced to shuffle its lineup of managers, after the sudden departure of Alan Radlo. So far its succession plans have met little enthusiasm. Radlo managed more than $9.6 billion in assets, just under a quarter of Fidelity Canada’s total assets of $38.8 billion, including the Fidelity Canadian Growth Company […]
By Steven Lamb |December 22, 2006
(December 2006) A month after the federal government’s about-face on tax policy, there is still no consensus on the future of income trusts. But there does seem to be sufficient doom and gloom to go around. A new poll released by Deloitte shows that most executives think the sector will collapse by 2011, when federal […]
By Steven Lamb |December 11, 2006
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.