Industry News

Decorative pattern

Advisor Forum update: Planned giving requires advice

(October 9, 2003) Older investors who’ve managed to build an estate, sometimes considerable, sometimes not, are concerned less with managing the buildup of their capital than with the appropriate reinvestment of their capital when they pass on. One could read that as a coded anti-estate-tax message. But it’s actually more complicated than that. It can […]

By Scot Blythe |October 9, 2003

5 min read

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Markets set for further gains, says analyst

(October 9, 2003) It’s been a year since North America’s stock markets bottomed out and began showing signs of recovery. And although the rally has been tentative at times, one analyst is predicting markets will continue to rise well into the new year. Larry Berman, chief technical strategist at CIBC World Markets, expects two benchmark […]

By Doug Watt |October 9, 2003

2 min read

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Rising loonie could spark interest rate cut

(October 8, 2003) The Canadian dollar hit a seven-year high against its U.S. counterpart yesterday, leading to increased speculation the Bank of Canada will move to reduce interest rates next week in an effort to keep the soaring loonie under control. The loonie opened at 75.08 cents US Wednesday morning, an 18% increase since the […]

By Doug Watt |October 8, 2003

2 min read

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Income trust expert says

(October 8, 2003) Income trusts have been the darlings of an otherwise sluggish market over the past three years, but lately they have been the target of many naysayers who are distrustful of their structure and its tax advantages. One of the recent setbacks to the sector was caused by PricewaterhouseCoopers’s (PWC) refusal to audit […]

By Steven Lamb |October 8, 2003

3 min read

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Hedge funds: Old paradigm or new?

(October 7, 2003) There is a kind of folklore to the modern history of investing. First, at least for private clients, there were the trust departments of the banks, through the 1930s to the 1950s and later, which invested money with the aim of making an actual return. They may have made money, but not […]

By Scot Blythe |October 7, 2003

5 min read

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Wealthy clients crave professionalism, contact: Survey

What the wealthy want Count on accountants when building your high net worth client base True wealth: Service first Advisor.ca’s investment policy statement (IPS) template On cloud one million — Strategies for attracting & retaining HNW clients Sweet opportunity: Attracting and advising millionaire clients “One of the findings in the past couple of years is […]

By Steven Lamb |October 7, 2003

3 min read

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Briefly:

(October 10, 2003) Entrepreneurs have less stress and have better balance between their home life and work than other people think, according to a study conducted by Decima for CIBC. “People underestimate the benefits of being an entrepreneur and overestimate the hard work and potential risk factors,” said Rob Paterson, CIBC’s senior vice-president of small […]

By Staff |October 6, 2003

5 min read

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FPSC’s new practice standards clearly define financial planning

(October 6, 2003) The Financial Planners Standards Council (FPSC) is including a straightforward definition of financial planning as part of a draft practice standards document which has just been released for comment. It’s an attempt to differentiate between financial planning and advice, says the FPSC, the organization responsible for administering the CFP designation in Canada. […]

By Doug Watt |October 6, 2003

3 min read

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IFIC reports mutual fund sales negative in September

(October 3, 2003) Mutual fund sales reversed course in September posting net redemptions of between $50 million and $350 million, according to early estimates from IFIC. “Preliminary statistics indicate net redemptions of about $150 million for the month of September,” notes Tom Hockin, IFIC president and CEO. “History shows that sales for the month of […]

By Steven Lamb |October 3, 2003

1 min read

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Advisor Forum update: Financial planning for big-ticket buying

(October 3, 2003) For many advisors, financial plans take in the “big picture” — things like saving for retirement and maximizing estate potential. But financial planning principles also apply to seemingly smaller events in a client’s life, which nevertheless constitute “big ticket,” such as buying a house or a car, says advisor and author Éric […]

By Scot Blythe |October 3, 2003

4 min read

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