Your Business

New CE course from retirement guru Jim Otar

Your clients are approaching the drawdown phase, and you need to pinpoint an annual withdrawal rate that ensures they won't run out of money. If you think the old "4% rule" is the ticket, think again.

By Staff |June 5, 2014

1 min read

Your Business

Purpose-driven sustainable withdrawal rate

Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates for Canadian portfolios

June 5, 2014

13 min read

Your Business

Foreign withholding taxes: How to estimate the hidden tax drag on U.S. and international equity index funds and ETFs

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain the ins and outs of foreign withholding tax on U.S. and international equity index funds and ETFs.

By Justin Bender and Dan Bortolotti |June 2, 2014

14 min read

Your Business

As easy as ACB: Understanding and tracking adjusted cost base with ETFs

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain ACB reporting for ETFs

By Justin Bender and Dan Bortolotti |June 2, 2014

9 min read

Tax loss selling: Using Canadian-listed ETFs to defer taxes on capital gains

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. OBJECTIVE No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain. Tax loss selling is a technique for harvesting capital losses in non-registered accounts so they can be […]

17 min read

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 […]

19 min read

Understanding beta and alpha

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. Beta basics For most investors, beta is the number they want to beat—or buy. It’s provided by an index, but beta is much richer and more complex. In his 1955 doctoral dissertation, Harry Markowitz established the notion that a […]

By Staff |April 23, 2013

24 min read

Your Business

New CE course from retirement guru Jim Otar

Purpose-driven sustainable withdrawal rate

Foreign withholding taxes: How to estimate the hidden tax drag on U.S. and international equity index funds and ETFs

As easy as ACB: Understanding and tracking adjusted cost base with ETFs

Tax loss selling: Using Canadian-listed ETFs to defer taxes on capital gains

Kicking the bucket strategy

Tweaking withdrawals for lifelong income

Understanding CRM II’s performance reporting requirements

Determinants of growth in distribution portfolios

Understanding beta and alpha