News and resources for Canada's top financial advisors
Est. 1998
Market Insights
(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
4 min read
(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
3 min read
(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
(November 2006) Cecilia Mo is as soft spoken as they come. In front of a packed audience of advisors attending the final leg of Fidelity Investments’ latest road show last week, she sat uneasily on stage with both hands tightly gripped around a microphone as she shared her views on income trusts. While she is […]
By Mark Brown |November 22, 2006
(November 2006) The federal government’s surprise announcement that it would level the playing field between income trust distributions and dividend payments has had a sudden and massive impact on the Toronto Stock Exchange. Announced on Hallowe’en, whether the move is a trick or a treat depends on what’s in a portfolio. Canadian bonds, for example, […]
By Steven Lamb |November 1, 2006
Industry
The federal government has announced a new plan to tax the distributions of income trusts, among other measures, in what amounts to a mini-budget released late Tuesday night.
By Steven Lamb and Kate McCaffery |November 1, 2006
(October 2006) Market commentators have been calling for a U.S.-led economic downturn for nearly the entire length of the current recovery. The fact that it has not yet materialized should not be taken as a sign it won’t, but rather as a sign of the futility of timing the markets. Whether it’s next month, next […]
By Steven Lamb |October 20, 2006
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