Investments

When a client has capital losses in an RRSP Fallback Image Decorative pattern

Tax News

When a client has capital losses in an RRSP

With at least three decades to go before retirement, Josh’s portfolio is invested in global mutual funds, commodity stocks and specialty funds. Through diligent saving, he has managed to put away $110,000.

By Lisa MacColl |December 3, 2012

5 min read

Morningstar Awards: What the winners say Fallback Image Decorative pattern

Industry

Morningstar Awards: What the winners say

The 2012 Morningstar Canadian Investment Awards gala on Wednesday was a grand affair and while AdvisorToGo, one of the finalists in the Canadian Investment Marketing Award category, didn’t win, Advisor Group caught some of the reflected glow of CIBC Asset Management. AdvisorToGo, a CIBC initiative in cooperation with Advisor.ca, showcases expert opinions on issues ranging […]

By Vikram Barhat |November 29, 2012

4 min read

Morningstar Awards: And the winners are… Fallback Image Decorative pattern

Industry

Morningstar Awards: And the winners are…

Morningstar Research Inc., a Canadian subsidiary of Morningstar, Inc., an independent investment research provider, has announced the winners of the 2012 Morningstar Canadian Investment Awards. In its 18th edition, the annual awards are designed to help investors identify the year’s most exceptional funds and fund managers in Canada. This year’s awards gala, held last night […]

By Staff |November 29, 2012

5 min read

Canadians are emotional investors Fallback Image Decorative pattern

Industry

Canadians are emotional investors

When it comes to making investment decisions, many Canadians admit to engaging the emotional right side of the brain rather than the logical left. Two in five (40%) Canadians say emotions play a role in their investing decisions, says the latest BMO Psychology of Investing Report. Read: Do your clients make these mistakes? “While we’re […]

By Staff |November 28, 2012

2 min read