News and resources for Canada's top financial advisors
Est. 1998
Tax News
Whether for ideological reasons or tax complications, many people want to shed their U.S. citizenship.
By Max Reed |September 30, 2016
5 min read
Industry
Harvard University’s college newspaper, the Harvard Crimson, has taken the university’s endowment managers to task for a -2% annual return and a US$2-billion paper loss. Harvard Management Company, which manages the US$35.7-billion endowment, reported the decline this month in its 2016 annual report. Now, the managers are taking heat from students. Read: Seeking lower risk? […]
By Staff |September 29, 2016
2 min read
First Trust Canada has launched the country’s first U.S. sector rotation ETF, First Trust Dorsey Wright Dynamic U.S. Sector Rotation Index ETF (CAD-hedged; TSX: FSR). The ETF “provides a simplified way for Canadian investors to gain exposure to a sector rotation strategy, with the ability to allocate to cash equivalents,” says Karl Cheong, CFA, head […]
1 min read
Economic Indicators
U.S. consumer confidence rose in September to the highest level in nine years.
By Staff, with files from The Associated Press |September 27, 2016
They're synthetic ETFs.
By Staff |September 21, 2016
If your clients have ever worked in the U.S., they might have a 401(k).
By Staff |September 19, 2016
The result follows an unchanged figure in July.
By Staff, with files from The Canadian Press |September 16, 2016
Eighty-five percent of actively managed, large-cap funds underperformed the S&P 500 in the past year, new data from S&P Global shows.
By Staff |September 16, 2016
Tax Strategies
What are the U.S. income tax implications if a Canadian-resident parent or grandparent is considered a U.S. person and sets money aside in an RESP?
By Frank Di Pietro |September 13, 2016
Ways to avoid common tax pitfalls
By Melissa Shin |September 9, 2016
11 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.