André Fok Kam

Industry

Investors can gain by doing nothing

If people buy and hold, they stand to gain at least 100 basis points per year. How is that possible?

By André Fok Kam |October 25, 2013

3 min read

Your Business

Understanding CRM II’s performance reporting requirements

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. The rules associated with Phase II of the Client Relationship Model (CRM II) were finalized earlier this year. Among other requirements, CRM II requires dealers and portfolio advisors to provide investment performance reports to their clients every year. Implementation […]

By André Fok Kam |October 18, 2013

19 min read

Your Business

CE Course: Tax-efficient Investing: principles, pitfalls and applications

Calculate the corporate income out of which the dividend was paid. This is achieved by grossing up the actual amount of the dividend received by the shareholder. The gross-up percentage depends on the rate of tax paid by the company. Shareholders are taxed on the grossed-up amount. This is their notional share of the company’s […]

By André Fok Kam |December 1, 2011

24 min read

Tax News

Tax-efficient investor behaviour

This is the last in a series of articles on tax-efficient investing. This series has merely scratched the surface of the topic, but demonstrates your clients’ portfolios can reap substantial benefits from a tax-aware approach.

By André Fok Kam |July 27, 2011

8 min read

Tax News

Magic of tax-efficient bond investing

A well-diversified portfolio should include bonds as well as stocks. From an investment perspective, bonds have several desirable characteristics.

By André Fok Kam |July 26, 2011

7 min read

Tax News

Tax-efficient investing and dividends

Reader alert: This is part 2 of a five-part series. • Part 1: Tackling tax-efficient investing • Part 2: Capital gains mean tax-efficient investing • Part 3: Tax-efficient investing and dividends • Part 4: Magic of tax-efficient bond investing • Part 5: Tax-efficient investor behaviour Tax-efficient investing, as it relates to dividends, revolves around these […]

By André Fok Kam |July 22, 2011

9 min read

Tax News

Magic of tax-efficient bond investing

A well-diversified portfolio should include bonds as well as stocks. From an investment perspective, bonds have several desirable characteristics.

By André Fok Kam |June 7, 2011

7 min read

Tax News

Capital gains mean tax-efficient investing

Reader alert: This is part 2 of a five-part series. • Part 1: Tackling tax-efficient investing • Part 2: Capital gains mean tax-efficient investing • Part 3: Tax-efficient investing and dividends • Part 4: Magic of tax-efficient bond investing • Part 5: Tax-efficient investor behaviour Capital gains are the most tax-efficient form of investment return […]

By André Fok Kam |February 11, 2011

9 min read

Industry

Tackling tax-efficient investing

While tax-advantaged vehicles such as RRSPs and tax-free savings accounts are a sure bet for most investors, they are limited by the investor’s contribution room. Once that has been exhausted, investing in taxable accounts is the next step. However, at that point, the tax impact of making such a move must be investigated.

By André Fok Kam |February 9, 2011

7 min read