Planning and Advice

Philanthropy rounds out planning

Philanthropic activity in Canada is in top gear. As the season for charitable giving draws to an end, with December 31 being the deadline for a 2010 tax receipt, Canadians are looking for ways to keep the tax man's hand out of their pocket. Charitable giving as a tax-reduction strategy is one of them.

By Vikram Barhat |December 15, 2010

3 min read

Faceoff: Short selling

Mark Armstrong, the vice president, investment advisor at Richardson GMP, Saskatoon and Richard Knowles, financial planner, R. Knowles & Associates, Vancouver, join the Advisor Group to debate the practice of shorting stock.

By Vikram Barhat |December 15, 2010

6 min read

Using social media to build trust

When it comes to the business of advising, trust is arguably the most important factor in your success.

By Jay Palter |December 14, 2010

3 min read

Paying the price for greed

Greed, in the context of the world economy, was a prominent topic of discussion leading up to 2008. Today though, after the crash, greed has been replaced by fear. From bad debt and lower consumer spending to falling home prices and high unemployment in the U.S., Europe and Japan, we’re paying the price for our […]

By David Sung |December 13, 2010

5 min read