Asset management

Decorative pattern

Estate Planning

Get clients to make estate decisions

Over one-third of Canadians don’t have a valid will; even at the low end, that’s a sorry state of affairs. If clients don’t want the division of their assets to end up in court, help them make decisions now.

By Philip Porado |July 20, 2012

2 min read

Decorative pattern

Estate Planning

Can clients trust their heirs?

Don’t let irresponsible kids delay your succession or estate planning—a unique trust structure lets you maintain control of assets

By Paul Gibney and Brent Pidborochynski |July 19, 2012

4 min read

Decorative pattern

Estate Planning

Hiring an executor

Misappropriation of your money, lost family treasures, and feuding heirs are every business owner’s biggest nightmare. Here’s how to ensure you pick the best manager for your estate

By James Dolan |July 17, 2012

4 min read

Decorative pattern

Opportunities in the sideways market

There’s nary a bull or bear to be seen on Bay Street these days. That’s because we’re in a sideways market. That was the message Kim Shannon, president and chief investment officer of Sionna Investment Managers, presented at the firm’s Financial Market Review in Toronto yesterday.

By Brooke Smith |May 7, 2012

4 min read

Decorative pattern

Active management beats index in Q1

The first quarter of 2012 was a good one for active managers in the large cap Canadian equity space, as two-thirds beat the S&P/TSX Composite Index, according to the Russell Active Manager Report. That’s actually a decline from the final quarter of 2011, though, when a 76% beat the index.

By Staff |May 2, 2012

3 min read

Decorative pattern

Managing volatility in equity portfolios

Historically, equities have offered superior long-term returns over assets such as bonds and cash—the well-known equity risk premium. The problem for many investors is that equity returns have become exceedingly volatile.

By Brooke Smith |March 7, 2012

4 min read

Decorative pattern

Investment team revels in volatility

The volatility that rocked the markets from late July through the end of August could well be the start of a longer-term trend. When there is no rising tide, clients need to rely on experienced security selection teams to raise their fortunes.

By Staff |September 6, 2011

6 min read

Decorative pattern

Active managers excel in Q2

A little volatility can be a good thing if you’re an active manager. Q2 saw 68% of active managers beat the index, according to the Russell Active Manager report. That’s a massive improvement from just 39% in Q1. The bar was set pretty low, as the S&P/TSX Composite Index declined 5.2% in Q2, dragged lower […]

By Staff |August 10, 2011

2 min read

Decorative pattern

Managing volatility: Inside one wrap

When volatility spikes, even your best clients are bound to get a little nervous. But that’s why they engaged your services in the first place, not to mention those of the professional money managers you deal with. Over the past decade, managed solutions, or wraps, have proven popular with financial advisors because they allow a […]

By Staff |August 9, 2011

2 min read

Decorative pattern

Market Insights

Bedtime stories and market wisdom

Is the sky falling? Or is it just an acorn hitting investors on the head? I have been revisiting children’s fairy tales in recent months – I am blessed with four grandchildren and they are avid listeners at bedtime. Chicken Little is a favorite. You may remember the story. A young chick believes that the […]

By Don Reed |July 18, 2011

4 min read

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