Investments

CPP is key to a golden future

(January 2008) There’s no denying that saving for retirement is key, but it’s also important, maybe even more so, to talk about retirement income planning with your clients. A primary element of retirement income planning is the sources of retirement income, a major one of which is government benefits such as Canada or Quebec Pension […]

By Peter Drake |January 16, 2008

6 min read

Economists predict slowdown, not disaster

(January 2008) The dark clouds looming over the economic landscape may appear scary, but five of Canada’s top economists say investors should not overreact to every minor scrap of news. They agree that 2008 will see a slowdown in the U.S. economy but point out that there are some bright spots that should not be […]

By Steven Lamb |January 9, 2008

4 min read

Chosen one

Early last month, eating sushi in Yorkville, a young friend I’ll call Becky confided in me she was going through a personal crisis. Her usually tight-knit family was in shambles. At issue was the fact her mom wanted out of the successful family business that she and her husband started from the ground up 30 […]

By Heidi Staseson |December 19, 2007

16 min read

Market ripe for distressed investing

(December 2007) “Buy low, sell high” is pretty much the mantra for everyone in the financial industry, but that doesn’t mean people should scoop up companies that are about to go bankrupt. Or does it? In today’s financial climate — with a number of businesses taking heavy losses, especially in the housing industry — some […]

By Bryan Borzykowski |December 14, 2007

4 min read