News and resources for Canada's top financial advisors
Est. 1998
Market Insights
Editorial: Ultra-low interest rates limit choices for conservative investors
By Melissa Shin |May 9, 2014
2 min read
Planning and Advice
Janine is a top civil engineer at a prestigious Canadian firm. She accepted an offer from a competing company that gave her a better title and a 20% raise.
By Evelyn Juan |April 4, 2014
3 min read
Economic Indicators
A confidential source cited by the Legal Post says Deloitte has studied the Canadian law industry and concluded a major Canadian law firm will bite the dust this year.
By Staff |March 14, 2014
1 min read
Estate Planning
Elsa Koertig, 48, is a single mom and schoolteacher in Moose Jaw, Sask. She earns $65,000 annually and her daughter Ingrid is heading to university. Ingrid’s straight As and clean sweep of provincial and national science fairs caught the attention of Ivy League schools, and her heart’s set on Princeton. She’s earned generous scholarships, but even after factoring in RESPs, the family faces a $10,000 annual shortfall. Elsa’s coming off a messy divorce and is saddled with mortgage, car and other debt payments. But if she could access the $100,000 stock-and-bond portfolio her deceased parents left her in trust, she’d be able to send Ingrid to Princeton. Elsa’s foggy on the details. She knows how much is in the trust, and remembers her parents saying they wanted it to fund her retirement. Can she tap the trust sooner?
By Dean DiSpalatro |March 7, 2014
4 min read
When presented with a POA document, Harold Geller, a civil litigator with Ottawa-based Doucet McBride LLP, says advisors should focus on a few basics.
By Risha Gotlieb |January 27, 2014
Help clients before it’s too late.
By John Lorinc |January 17, 2014
7 min read
When regulators charge small firms with violations, those firms often don’t have the time or money to launch legal battles. Instead, they often have to admit guilt.
January 17, 2014
Industry
An overtime lawsuit against BMO Nesbitt Burns can now proceed.
By Staff |December 18, 2013
The Supreme Court has given the go-ahead for investors to launch a class-action suit against fund companies involved in market timing in the early 2000s.
By Melissa Shin |December 13, 2013
The Supreme Court of Canada has dismissed an appeal from fund companies, making them vulnerable to class-action lawsuits even if they settle with a regulator.
By Melissa Shin |December 12, 2013
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