Dividends

A misconception about whole life insurance

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

Try a Smith Manoeuvre to invest inheritance

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

Consider investing in railroads

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

What factors influence returns?

Help clients understand their combined effect

By Brad Steiman |October 31, 2014

7 min read