These strategies are likely most appealing to risk-averse clients
True hedge funds reduce, rather than add, risk
Every year Golf Canada and the PGA Tour—the U.S.-based pro-golf circuit—put on the RBC Canadian Open. The tournament, first contested in 1904, draws many of the world’s top-ranked players, with past champions including such household names as Tiger Woods. The event’s a big attraction for golf lovers with VIPs to entertain. This past July, it […]
Client profile Brenda Paulson* was driving her ailing father, 92-year-old Adam Bodenheimer, to a hospital in Ajax, Ont., when they were struck by a truck running a red light. Adam was pronounced dead on the scene, while Brenda died in hospital 6 days later. It didn’t take long for two estate battles to erupt. *This […]
Why one IIROC advisor jumped to the exempt market
It didn’t take long for two estate battles to erupt in this sample case
Commodities, especially oil, have had a rough go of it this year. In summer 2014, Brent crude went north of US$110 per barrel; in October 2015, it was less than US$50. Not a good time to buy into energy, right? Wrong. Despite the low-price environment, oil and gas exposure can still make clients money. And […]
Everything you wanted to know, but were afraid to ask
Small mistakes can trigger CRA scrutiny
Two advisors analyze key Conservative Party proposals.