Magazine Archives for:
Advisor's Edge Report
provides perspective on industry news and analysis of wealth management products.
In the upcoming May 2012 issue:
Coming soon...
December 2011
- Safety tips for synthetic ETF use / Mark Yamada
- Rental woes / Jamie Golombek
- CPP changes coming at beginning of 2012 / Dean DiSpalatro
- Monitor related-party transactions to shield clients / Al and Mark Rosen
- Clients selling their companies? / Mark Borkowski
- Stake a claim / Ryan Mackiewich
- Working on your business / Tyrone Matheson
- Tasty Profits / Chip Brian
- First impressions are often wrong / Gary Gorr
- Looking Forward / Vikram Barhat
- Plan for the worst-case scenario / André L’Espérance
- Go for the globe / Dean DiSpalatro
- Alpha versus beta / Guy Lalonde
- Mawer managers in for the long haul / Melissa Shin
- Faceoff: Is costlier insurance cost-effective? / Kanupriya Vashisht
- Retiring allowance: Getting ahead of ourselves / Doug Carroll
- Do investors care about carbon footprints? / Doug Watt
- Leaving home in a global world / Scot Blythe
- Geo-diversification may not calm the storm / Norm Rothery
November 2011
- Combining ETFs with active management / Mark Yamada
- An in-depth look at commodities ETFs / Yves Rebetez
- The ETF outlook / Vikram Barhat
- Abandoned briefcase at the airport / Mark Yamada
- How to make accountants smile / Ioulia Tretiakova
- Finding your niche / Rayann Huang
- Too much of a good thing / Dan Bortolotti
- Spice or spoiler / Lisa MacColl
- Not an oxymoron / Donna Green
- ETF endgame / Kanupriya Vashisht
- Hungry for profit / Chip Brian
- Compensation’s not the issue / Jason Pereira
- FACEOFF: The best type of indexing / Dean DiSpalatro
- Look under the hood / Scot Blythe
October 2011
- The key to better returns / Gary Gorr
- Improving pensions with ETFs / Mark Yamada
- What’s next for GMWBs? / Philip Porado
- IFRS will raise insurance costs / Pierre Ghorbanian
- The quintessential fiduciary / Elaine Blades
- Saving when downsized / Doug Carroll
- Hot commodities / Bob Haber
- A useful tool / Mary Anne Wiley
- The not-so-secret formula / Tyrone Matheson
- Preparation doesn’t pay / Jamie Golombek
- Foreign indirect investment / Raf Brusilow
- Ghosts of regulators past / Al and Mark Rosen
- No shortcuts when calculating RSUs / Robert Mendenhall
- Investor panacea? / Chip Brian
- Homeland affinity / Doug Watt
- Faceoff: Will silver keep its sheen? / Kanupriya Vashisht
- Leaping tigers, hidden dragons / Vikram Barhat
- The new kid / May Jeong
- Talking P&C exposures / Brent Gilbert and Enging Chan
September 2011
- How to define an estate / Jamie Golombek
- Time to dump bond funds? / Kanupriya Vashisht
- Insuring children / Judy Williams
- Your clients hate winter / Melissa Shin
- The tax consequences of loyalty programs / Doug Carroll
- Leveraging your time, partners / Tyrone Matheson
- Rethinking remuneration / Pierre Ghorbanian
- Tax forms contain clues / Al and Mark Rosen
- When to blow the whistle / Richard E. Austin
- The rich get richer
- Lifelong planning is your goal / Mark Yamada
- Cutting underwriting times / Carmela Tedesco
- Alpha’s residual nature / Guy Lalonde
- Risk is back / Harper Fraze
- Funding a child’s education / Raf Brusilow
- Plug into diversified utilities / Chip Brian
- How to integrate P&C / Kevin Solomon and Enging Chan
- EdgePoint focuses on performance / Steven Lamb
August 2011
- How to pick a property & casualty insurer / Kevin Solomon and Enging Chan
- Above and Beyond / Doug Carroll
- Stamp of Approval / Eli Wahby
- Net stocks trending up / Chip Brian
- Don’t be suckered by cash flow statements / Al and Mark Rosen
- ETFs: The teenage years / Mark Yamada
- Combining insurance policies / André L’Espérance
- IPPs still viable / Pierre Ghorbanian
- Protecting clients in second marriages / Rayann Huang
- Tactical asset allocation / Dean DiSpalatro
- Help clients keep their cottages / Mike George
- Flexible certainty / Elaine Blades and Malcolm Burrows
- Personal Stake / Anne Brayley
- How to segment your clients / Keith Pangertitsch
- Pursuing HNW clients / Tyrone Matheson
- Statute of limitations / Jamie Golombek
June 2011
- Demographics sway philanthropic choices / Anne Brayley
- How to win wealthy clients / Al and Mark Rosen
- Keeping regulators happy / Dean DiSpalatro
- Beware the kiddie tax / Jamie Golombek
- The true cost of beta / Guy Lalonde
- Choose your executor wisely / Doug Carroll
- Waiving survivor benefits / Daniel Dochylo
- Sipping on the beverage sector / Chip Brian
- Distributors fear regulatory changes / Dean DiSpalatro
- Will your dealer survive? / Vikram Barhat
- Insurance industry needs young blood / Vikram Barhat
- IIROC’s slush fund / James Hymas
- IFRS could impact insurance business / Dean DiSpalatro
- Feds act to legitimize covered bonds / Richard E. Austin
- Faceoff: Index, friend or foe? / Dean DiSpalatro
May 2011
- Where were the regulators? Underfunded / Al and Mark Rosen
- Find new clients online / Brian O’hara
- Does the DSC have a future? / Dean DiSpalatro
- Tax-efficient investor behaviour / André Fok Kam
- The future of distribution / Dean DiSpalatro
- Benefits of integrated wealth planning / Annie Boivin
- P&C insurance preserves HNW wealth / Kevin Solomon and Enging Chan
- Pension investing using ETFs: Part 3 / Mark Yamada
- The biotech investing roller coaster / Chip Brian
- Faceoff: Is gold overvalued? / Dean DiSpalatro
- Tax developments for philanthropists / Anne Brayley
- Demystifying trusts / Elaine Blades
- A tangled web of taxes / Doug Carroll
April 2011
- Magic of tax-efficient bond investing / André Fok Kam
- IFRS issues recall the 2000 crash / Dr. Al Rosen, Mark Rosen
- Consumer debt bubble and you / Murray Belzberg
- Pension investing using ETFs: Part 2 / Mark Yamada
- OSFI targets bond investors / James Hymas
- The future of distribution / Dean DiSpalatro
- Inside Rental, Leasing Services stocks / Chip Brian
- Faceoff: Whole life or universal life? / Dean DiSpalatro and Vikram Barhat
- The greatest gift / Anne Brayley
- Trouble with contestable claims / Eli Wahby
- Duty of care / David Di Paolo, Kara Beitel
- Ecological gifts receive superior tax treatment / Natasha Van Bentum
- International income isn’t always tax-free / Jaimie Golombek
- Litigating a faulty RRSP mortgage / Doug Carroll
- Homemade wills often require interpretation / Daniel J. Dochylo
- Increasing estate value for the affluent / André L’Espérance
- Area 52: Know your pension adjustments / Dean DiSpalatro
March 2011
- Tax-efficient investing and dividends / André Fok Kam
- Pension investing using ETFs / Mark Yamada
- From asset allocation to risk allocation / Mary Ann Wiley
- Dispelling myths about hedge funds / Toreigh Stuart
- Back-to-back annuities / Melissa Shin
- What you need to know about IFRS / Dr. Al Rosen
- Becoming the next superstar advisor / Keith Pangertitsch
- Charitable giving, flow-through shares strategies / Mike George
- What’s a regulator good for? In Canada, not much / Harper Fraze
- New directions for distribution / Staff
- Opportunity, risk in Canada / Dean DiSpalatro
- Inflated asset values can cause tax time issues / Doug Carroll
- Donations with benefits / Anne Brayley
- The quarter-point return is not everything / Elaine Blades
- Closer look at frontier markets / Vikram Barhat
February 2011
- Get beneficiary designations right / Daniel J. Dochylo
- Income planning tips / Mike George
- Dealing with financial windfalls / Stanley M. Tepner
- Faceoff: Are SRIs relevant? / Melissa Shin
- Easy ways to enhance your business / Keith Pangertitsch
- Capital gains mean tax-efficient investing / André Fok Kam
- Legal pitfalls of charity pledges / Daniel Dochylo
- Odd RDSP tax case exposes problems / Doug Carroll
- RCAs avoid the cash grab / Doug Carroll
- Tough questions surround philanthropy / Anne Brayley
- Receipts, records at tax time / Jaimie Golombek
- Clean tech, an investment in the future / Craig Basinger
- Long bond investors see opportunities / Murray Belzberg
- Emerging outpacing developed markets / Vikram Barhat
- The benefits of ETF fee transparency / Guy Lalonde
- Securing the future / Steven Lamb
January 2011
- Get more with less / Steven Lamb
- ETFs under fire / Mary Anne Wiley
- A winning educational savings plan / Douglas Lamb
- Tackling tax-efficient investing / André Fok Kam
- Educating clients on ETFs / Guy Lalonde
- Preparing the power of attorney / Robert Mendenhall
- Pension splitting discrimination / Doug Carroll
- The importance of beneficiary designations / Daniel J. Dochylo
- ‘Don’t ask, don’t tell’ mindset hurts ETFs / Mark Yamada
- Income trusts beyond 2011 / Dennis Mitchell
- Differences between male, female clients / Nancy Turner
- Looking beyond the U.S. / Vikram Barhat
- Currency, alternative asset class or negative-sum game? / Rayann Huang
- Home Buyers’ Plan troubles / Jamie Golombek
- Financials in 2011 / Andrew Zamfotis
- Creating an RRSP exit strategy / Michael Callahan
- Disconnect on risk aversion / Nancy Turner
2011
