Advisor education

Industry

Advisors should earn their titles, says Advocis

Canadian investors are questioning their advisors’ credentials and abilities, says Advocis.

By Staff |February 21, 2013

1 min read

Industry

More than 600 pass CPA exam

The results of the 2012 Uniform Evaluation were released this morning.

By Staff |November 30, 2012

1 min read

Industry

Sun Life Financial recently expanded its services; the company teamed up with the Canadian Football League to offer financial planning aid to all players across the league’s eight teams. The main goal of the partnership is to provide athletes with financial support and help them prepare for their post-football years. Read: Living dangerously? Then insure […]

By Wire services |August 22, 2012

1 min read

Planning and Advice

Leave stress at work this weekend

Feeling stressed due to work? You’re not alone. In today’s fast-paced environment where you’re plugged into the office 24/7, it’s easy to carry work stress home. But not taking a break can negatively impact your mental and physical health, and ironically, your work performance.

By Staff |July 20, 2012

1 min read

The Place of ETFs in Portfolio Allocation and Diversification

Asset allocation is the strategy investors follow to divide their money between different assets like stocks, bonds and cash. The underlying principle is that prices of different assets move in different(uncorrelated) ways, leading to the idea that diversification protects against risk, which is defined as volatility. But asset allocation says little about the investor’s objectives.

December 5, 2011

13 min read

CE Course: Tax-efficient Investing: principles, pitfalls and applications

Calculate the corporate income out of which the dividend was paid. This is achieved by grossing up the actual amount of the dividend received by the shareholder. The gross-up percentage depends on the rate of tax paid by the company. Shareholders are taxed on the grossed-up amount. This is their notional share of the company’s […]

24 min read

Pension investing with ETFs

DC and RSP benefits are completely a function of contributions and the actual investment result for each employee. Employees are responsible for the outcome, not employers, and the pension amount is unknown until retirement. High costs, poor investment decision-making and lack of scale are documented problems with DC plans, which have generally experienced returns 1% lower than DB plans over time, according to a recent Towers Watson study.

December 1, 2011

10 min read

Eight rules for changing dealers

You’ve had it with Your dealer. It’s time to move to one with better service, faster trade clearing, and improved market access. But how will it impact your clients? Here are eight things to consider:

2 min read

Advisor education

Advisors should earn their titles, says Advocis

More than 600 pass CPA exam

CFL players becoming advisors

Leave stress at work this weekend

CE Course: Lifelong retirement income: the zone strategy

The Place of ETFs in Portfolio Allocation and Diversification

CE Course: Tax-efficient Investing: principles, pitfalls and applications

Pension investing with ETFs

Eight rules for changing dealers

Back to School: A guide to advisor education