Your client may claim to be an accredited investor. But don’t take her word for it. Verify she meets the requirements for the Accredited Investor (AI) exemption.
If you’re an American living and working in Canada, you need to be careful with your finances, especially when considering taxes.
The healthcare sector has good long-term prospects.
CSA's comments on CRM II have a prominent securities lawyer wondering if regulators are contemplating CRM III.
Prominent Canadian tax experts argue Canada's FATCA implementing legislation could raise the ire of our neighbours to the south.
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If you’re a wealthy investor and haven’t considered private equity, you should. It’s uncorrelated to the stock market and has potential for outsized returns
Fixed-income investing’s never been more challenging. All traditional bond investors have been able to do, says Philip Mesman, a portfolio manager at Picton Mahoney Asset Management in Toronto, is decrease bond duration and increase cash. “That results in mediocre returns; or, as we saw last year, negative returns.”