Industry

Javasky and Mackenzie Financial win top honours at 2002 Canadian Investment Awards Fallback Image Decorative pattern

Industry

Javasky and Mackenzie Financial win top honours at 2002 Canadian Investment Awards

Canadian Equity Fund: CI Harbour Fund Segregated Canadian Equity Fund: Mac Cundill Canadian Security Segregated U.S. Equity Fund: Templeton Mutual Beacon European Equity Fund: AGF European Equity Class International Equity Fund: Mawer World Investment Investors also voted in three award categories. Fidelity Investments was named fund company of the year. Fidelity also won the award […]

By Jim MacDonald |December 5, 2002

2 min read

Advocis optimistic Ottawa will raise RRSP limits Fallback Image Decorative pattern

Industry

Advocis optimistic Ottawa will raise RRSP limits

(December 5, 2002) A recommendation by the Commons finance committee that the federal government raise the annual RRSP contribution limit to $19,000 is welcomed by the head of the country’s largest financial planning organization. Advocis chair Brian Mallard says he’s optimistic the finance minister will act on the suggestion when he brings down the next […]

By Doug Watt |December 5, 2002

2 min read

Do your clients want to make the most of their spousal RRSPs? Fallback Image Decorative pattern

Industry

Do your clients want to make the most of their spousal RRSPs?

Tom has his own RRSP as well as a Spousal RRSP from his wife Kathy. For convenience, he wants to convert them both into a single RRIF. However, once combined, the entire amount will become subject to the Three-Year Attribution Rule, restricting Tom to minimum RRIF payments, as above. Solution: Annuity and RRIF Tom uses […]

By Staff |December 4, 2002

4 min read

Take stress out of RRSP season in December’s Advisor’s Edge Fallback Image Decorative pattern

Industry

Take stress out of RRSP season in December’s Advisor’s Edge

(December 4, 2002) RRSP season can be stressful for investors and advisors, so the “RRSP Survival Guide” in the December edition of Advisor’s Edge offers ideas on how advisors can beat the stress and tension. The cover story of the December “RRSP Survival Guide” takes a personal approach to RRSP season. “We took a look […]

By Jim MacDonald |December 4, 2002

2 min read