News and resources for Canada's top financial advisors
Spurred by the burgeoning divestment movement, two of Canada’s investment firms recently re-jigged a pair of funds to make them fossil fuel-free. But another hasn't.
By Doug Watt | June 4, 2015
3 min read
Demand for green bonds – which fund environmental projects -- grew exponentially in 2014, but slowed slightly in the first quarter of 2015.
By Doug Watt | June 3, 2015
Ottawa has fast-tracked key technical amendments involving trust and estate planning
By Doug Watt | January 23, 2015
8 min read
After years of tepid growth, assets managed using responsible investment criteria jumped to $1 trillion as of Dec. 31, 2013, a 68% increase from the last RI survey conducted in 2011.
By Doug Watt | January 22, 2015
Some advisors are accusing AGF Investments of botching a fund transfer, raising questions about the company’s commitment to socially responsible investing.
By Doug Watt | June 13, 2014
The Problem - Joanne is getting to an age where she can no longer care for her son’s day-to-day needs. The two are living in a bungalow—owned by Joanne, with a tenant—but they have not prepared financially to deal with Jack’s needs when Joanne passes away.
By Doug Watt | May 17, 2013
4 min read
Aboriginal groups are raising concerns about resource development on treaty land. What does this mean for investors?
By Doug Watt | April 12, 2013
5 min read
Finance Minister Jim Flaherty chose to focus on jobs and infrastructure in the latest federal budget released in Ottawa today, foregoing major spending in an effort to eliminate the deficit by 2015.
By Doug Watt | March 21, 2013
Fixed income exchange-traded funds (ETFs) enjoyed a boom last year as cost-conscious investors sought yield amid weak equity markets. By the end of 2011, fixed income ETF assets stood at $12 billion, a 43% rise from the end of 2010, according to Investor Economics.
By Doug Watt | February 15, 2013
That’s a 16% increase since the SIO last surveyed the industry in 2010.
By Doug Watt | January 24, 2013
Rising prices have sparked investor interest in food commodities. But it’s a risky proposition and not all investors will be comfortable speculating on a market often driven by human misery.
By Doug Watt | December 17, 2012
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
September 15, 2023|3 min read
June 20, 2023|3 min read