News and resources for Canada's top financial advisors
Est. 1998
Life
Many advisors don’t realize that Whole Life insurance policies can be either participating (par) or non-participating (non-par).
By Helena Smeenk Pritchard |November 17, 2014
2 min read
Market Insights
Todd Stanislawski is a 65-year-old retired math teacher living in Kamloops, B.C. He just inherited $250,000 and isn’t sure if he should invest it, or repay the $200,000 he owes on a home equity line of credit (HELOC).
By Dean DiSpalatro |November 14, 2014
6 min read
Industry
Railroads have driven both Canadian and American economic growth for centuries. And the perfect storm of economic activity, new oil reserves and environmental concerns has recently pushed these companies to the investing forefront.
By Steve Barban and Russell Hope |November 4, 2014
4 min read
Help clients understand their combined effect
By Brad Steiman |October 31, 2014
7 min read
Standard Life Mutual Funds has opened two EM funds.
By Staff |May 26, 2014
With bond yields still near historically low levels, investors have increasingly focused on higher yielding equities to provide cash flow. But sometimes the higher yields are just too good to be true.
By Gareth Watson |May 9, 2014
Tax News
The CDA is a powerful tax-planning tool
By Stella Gasparro |March 7, 2014
3 min read
Dividends at Sun Life Financial for most participating policies will be smaller this spring, the company says.
By Staff |January 15, 2014
1 min read
Our mailbox continues to fill with opinions on the fate of trailer commissions, following a story we ran earlier this week on 12(b)-1 fees in the U.S. With all the fuss over how an advisor is compensated, one reader pointed out that un-advised investors are frequently still paying the fee for advise to their execution-only […]
By Steven Lamb |August 13, 2010
Planning and Advice
I know a few financial advisors who are transitioning their practices to an advice-first approach. One elected to make the change because she felt she would earn more money in the long run. Another believes he will be able to do a better job for his clients, which in turn will make it easier for […]
By John Page |April 2, 2009
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