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(February 2008) Everyone knows that government savings bonds are a safe way to invest, but they’re not much fun when it comes to returns. So some investors who want the security of a federal or provincial bond but like a bit more kick in the return are turning to often overlooked municipal bonds. Muni-bonds are […]
By Bryan Borzykowski |February 13, 2008
5 min read
Market Insights
(February 2008) RRSPs are a long-term issue, yet the savings season, with its often frenetic pace and abrupt deadline, can feel very much about the here and now. So how do we keep our clients focused on the long-term goal of retirement when they are being bombarded with headlines about poor near-term economic performance? It’s […]
By Peter Drake |February 8, 2008
4 min read
(January 2008) There’s no question about it — inflation is back, according to Gavin Graham, chief investment officer at Guardian Group of Funds. Speaking to a packed house at the Financial Forum Expo this past weekend, Graham’s pronouncement was not earth-shattering — former Bank of Canada governor David Dodge tackled the potential of inflation and […]
By Romana King |January 28, 2008
3 min read
(January 2008) With recent stock turmoil pushing BCE shares to well below the takeover price negotiated by a consortium led by the Ontario Teachers’ Pension Plan, speculation has been that Teachers’ will walk away from the deal. But Teachers’ incoming chief, Jim Leech, says simply, “I look forward to the time when Bell is out […]
By Scot Blythe |January 25, 2008
To call this month’s markets “volatile” is a bit of an understatement — a 600-point freefall, followed by a 500-point gain, is enough to make even your best trained client a little queasy. Too often Canadians are distracted by short-term market movements, as the mainstream press runs screaming headlines. It may be time to remind […]
By Staff |January 24, 2008
(January 2008) There’s no denying that saving for retirement is key, but it’s also important, maybe even more so, to talk about retirement income planning with your clients. A primary element of retirement income planning is the sources of retirement income, a major one of which is government benefits such as Canada or Quebec Pension […]
By Peter Drake |January 16, 2008
6 min read
(January 2008) The dark clouds looming over the economic landscape may appear scary, but five of Canada’s top economists say investors should not overreact to every minor scrap of news. They agree that 2008 will see a slowdown in the U.S. economy but point out that there are some bright spots that should not be […]
By Steven Lamb |January 9, 2008
Early last month, eating sushi in Yorkville, a young friend I’ll call Becky confided in me she was going through a personal crisis. Her usually tight-knit family was in shambles. At issue was the fact her mom wanted out of the successful family business that she and her husband started from the ground up 30 […]
By Heidi Staseson |December 19, 2007
16 min read
(December 2007) “Buy low, sell high” is pretty much the mantra for everyone in the financial industry, but that doesn’t mean people should scoop up companies that are about to go bankrupt. Or does it? In today’s financial climate — with a number of businesses taking heavy losses, especially in the housing industry — some […]
By Bryan Borzykowski |December 14, 2007
(December 2007) Despite the loonie moving “too far, too fast,” one Scotiabank economist expects both the Canadian economy and the dollar to remain strong through next year. Warren Jestin, senior vice-president and chief economist with Scotiabank, says “underlying economic fundamentals remain broadly supportive for the loonie and negative for the greenback. Against this background, we […]
By Bryan Borzykowski |December 13, 2007
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