Investors

The Businesses Behind The Best Entrepreneurs Of ‘Dragons' Den'

Posted 11.21.2016 | Canada Living

The businesses behind the best entrepreneurs of 'Dragons' Den

What Should Canada's National Housing Strategy Look Like?

YPNextHome | Posted 11.16.2016 | Canada Politics
YPNextHome

There's less than one week to go until the federal government tables its national housing strategy report on November 22, following months of consultations with the provinces and territories, industry experts and everyday Canadians. What will, or should, our national housing strategy look like?

What Every High-Net-Worth Investor Needs To Know

David Rowen | Posted 05.25.2016 | Canada Business
David Rowen

In the world of performance returns what you don't know can hurt you. Most high-net-worth (HNW) investors assume that the published returns on their quarterly statements are accurate. After all, who knows better about their performance than their investment managers who present it to them?

How Canadian Entrepreneurs Can Open Businesses In The United States

Henry Chang | Posted 05.09.2016 | Canada Business
Henry Chang

Although there is often more than one strategy available to a Canadian entrepreneur seeking to establish a business in the United States, the E-2 treaty investor category remains one of the most popular options. It is essentially available to a citizen of any eligible treaty country (including Canada) who invests a substantial amount of capital in an eligible United States business.

Why The New Client Relationship Model Misses The Mark

David Rowen | Posted 04.15.2016 | Canada
David Rowen

Canadian regulators have to be commended for their effort to create transparency, always a herculean task met with significant resistance by market participants. Unfortunately, the reforms related to performance do not go far enough. The reality is that the field of performance has advanced to such a degree, that what has been proposed misses the mark of what can be achieved in order to achieve the previously stated objectives.

7 Scary Money Moves Investors Should Avoid

Pramod Udiaver | Posted 10.30.2016 | Canada Business
Pramod Udiaver

Halloween is almost here, and for adults there isn't really much to fear (except maybe running out of candy). In real life there are some truly terrifying money moves that all investors should avoid. Here are seven money mistakes people make and the fixes that can take your finances from scary to successful.

It's Time to Reduce Taxes on Mutual Funds

Michel Kelly-Gagnon | Posted 10.08.2016 | Canada Business
Michel Kelly-Gagnon

Two decades after the introduction of the GST, and after several modifications of provincial sales taxes, the burden of mutual fund sales taxes has gradually become heavier, reaching a point today that is completely out of proportion compared to other investment vehicles.

5 Major Trends That Will Affect How You Retire

Pramod Udiaver | Posted 09.30.2016 | Canada Business
Pramod Udiaver

Retirement planning can seem challenging. How do you plan for an event that may be so far in the future? How do you know how much money you will need? And how do you avoid many people's biggest fear -- outliving your money?

5 Things You Should Know About Robo-Advisors

Pramod Udiaver | Posted 09.18.2016 | Canada Business
Pramod Udiaver

We know there is a lot of confusion out in the market about what a robo-advisor is and how it works. The term robo-advisor (a.k.a. online advisor) refers to the convenient online delivery of investment management services and online access to your investment portfolio.

Have You Thanked Your Investors Lately?

Peter Lewis | Posted 12.12.2014 | Canada Business
Peter Lewis

This Thanksgiving, I have to ask -- have you thanked your investors lately? That's right, your investors. Not the power brokers on Bay Street or Wall Street, but the people who were there for you from the very beginning.

Throw Away Your Bond Ladder

Coreen T. Sol, CFA | Posted 10.03.2014 | Canada Business
Coreen T. Sol, CFA

The first step is to devote just enough funds in short-term vehicles or ones that mature when you need specific payments. Pension funds have been using the strategy of liability matching, for generations where they meet liability payments with specific investments coming due at that same time.

Get Ready For a Completely Different Kind of Phone Call From Your Investment Advisor

Coreen T. Sol, CFA | Posted 09.15.2014 | Canada Business
Coreen T. Sol, CFA

Transparency is ultimately a useful tool and a move in the right direction: the more we know, the better. Of course, if you've hired a portfolio manager who charges a monthly or quarterly inclusive fee, you have already been enjoying full transparency, long before these regulations came into affect.

Taking Your Finances Into Your Own Hands

Bob Stammers | Posted 01.23.2014 | Canada Business
Bob Stammers

If you want a thing done well, do it yourself. With self-directed investment accounts, discount brokers, free online financial tools and an overabundance of online personal financial advice, it may seem like consumers today are well positioned to manage their own financial path. But access to tools doesn't necessarily mean one has the skills to use them properly.

What the Mutual Fund Industry Isn't Telling You

Tim Paziuk | Posted 01.23.2014 | Canada Business
Tim Paziuk

I don't believe the average person has any idea of what an imbedded commission is or how it affects them. As a matter of fact, I wouldn't be surprised if most investors of mutual funds had a better understanding of how a black hole works. The root of this conundrum is that advisors who sell mutual funds usually get paid from the fund companies.

Seven Things to Know About Investing

Tim Paziuk | Posted 08.30.2013 | Canada Business
Tim Paziuk

There are a lot of people who make over $200,000 per year, have over $1,000,000 of investable assets and are often encouraged to invest more than $150,000, without knowing very much about investing. Just because you make a lot of money, or have a lot of money, doesn't mean it should be acceptable to have someone take it from you.

Does Your Compensation Committee Need A Reset?

Richard Leblanc | Posted 05.01.2013 | Canada Business
Richard Leblanc

Executive pay practices are in the news on a regular basis. Just in the past few weeks, after meeting with investors, the performance metrics for Citi...

Pierre Lassonde On Making Golden Investments

Diane Francis | Posted 12.17.2012 | Canada Business
Diane Francis

Pierre Lassonde, one of the world's foremost experts on gold, says the only way's up for the shiny stuff. He should know and has made his fortune in the gold game. This week, he spoke at a mining seminar in Toronto organized by mining consultant Terry Ortsland, Chair of the Mineral Resource Analyst Group.

Banks Need to Win Back Customers' Trust

Deborah Nixon | Posted 11.24.2012 | Canada Business
Deborah Nixon

It has all come to where we are today: Loss of confidence, loss of trust, and staggering market losses. This is the time for transparency, authentic conversation, honesty and humility. Those who display this behaviour have a chance to slowly regain the shattered trust of their customers. Straight talk. Honest talk. Committed talk. No spin. No rationalization. The industry messed up, and the public wants to hear the truth.

Dealing With Shareholder Activists

Richard Leblanc | Posted 11.19.2012 | Canada Business
Richard Leblanc

Recently, there have been some examples of shareholder activism, at Yahoo, Research in Motion and CP Rail. What does not seem to dawn on people (at least not completely) is that if public company boards really understood and did their jobs, there would be no need for "shareholder empowerment." The only question in responding to a "concerned" or activist shareholder is: what is in the best interests of the company and its shareholders?

'Total Fear': Dow Wipes Out 2011 Gains

CNN | Posted 10.04.2011 | Canada Business

Whoops! There goes any progress stocks made in 2011. Stocks plunged Thursday, with the Dow tumbling 500 points just before the close, as fear about th...