News and resources for Canada's top financial advisors
Est. 1998
Industry
The S&P 500 now has an even more unusual competitor: the Tooth Fairy Index. The index is compiled based on an annual poll conducted by Delta Dental, a U.S.-based dental benefits carrier.
By Staff |March 1, 2013
1 min read
Apple is sitting on a huge pile of cash, and an activist hedge fund is making a move to get more of into the pockets of shareholders, reports the Financial Times.
By Staff |February 8, 2013
Canadian mining and metals companies are keeping cost control and project execution top of mind this year as shareholders become more risk averse, says Ernst & Young.
By Staff |February 7, 2013
2 min read
What do you do if a deceased relative's assets includes worthless stock certificates?
January 25, 2013
3 min read
Estate Planning
Make sure business-owner clients have drawn up these documents.
By Mike George |January 15, 2013
6 min read
Market Insights
Don’t underestimate the power of dividends.
By Susy Abbondi |December 11, 2012
4 min read
A recent conference in Toronto organized by Canada’s Venture Capital & Private Equity Association (CVAC) featured a presentation by Matthew Cumming and Andrew Matheson, both partners at McCarthy Tétrault LLP and adjunct professors in the University of Toronto Law School, on the key legal tools shareholders have at their disposal to exert influence on the companies they’ve invested in.
By Dean DiSpalatro |November 27, 2012
A shareholder agreement is a document used to establish the guidelines that will govern the workings of a company and the relationship between the company shareholders.
By Francois Bernier |October 11, 2012
7 min read
Making the buy-out of a deceased shareholder tax effective
By Angela Ross and Fred Cassano |October 8, 2012
The investment industry has to turn up the heat on high executive pay, says a new white paper by NEI Ethical Funds.
By Staff |October 3, 2012
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