Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Karen McRae, a two-time women's sailing champion, now navigates the choppy waters of derivatives and strategic asset allocation as Mackenzie's senior vice president of investments.
People are more risk-averse in winter than summer, says a new study.
Discretionary managers take charge of finances so wealthy people don’t have to. What can they teach you about trust?
Many advisors cut rates for households with more than $2 million in investable assets. Here’s why you should, too
Most financial complaints in Canada are made by those 60 years of age and older. So in honour of Seniors’ Month, the Ombudsman for Banking Services and Investments has released a list of common financial issues affecting seniors. A frequent theme of these complaints is that the faith the senior placed in somebody was either […]
The Supreme Court of Canada has ruled a Manitoba man does not have to pay his ex-wife an equalization payment on their marital home because he filed for bankruptcy. The Court acknowledged the unfairness of the ruling in Schreyer v. Schreyer, which occurred due to the cross-purposes of bankruptcy and family law. Since an equalization […]
Set it up and leave it alone?
Managing Editor Melissa Shin reports live from the 4th Annual CFA Day in Vancouver, British Columbia on June 9th. The keynote speaker at the event will be former Chief Economist and Managing Director of CIBC World Markets, author and media personality, Jeff Rubin. To read and follow Melissa’s coverage, bookmark and revisit this page. And […]
|| Take the Poll || Client Letter || Full Budget Speech || Summary of Measures || Economic, Fiscal Outlook || Financial Resolutions || Round two of Budget 2011 continues to tighten the vise on high-net-worth clients. In a repeat budget, at least as it concerns HNW clients, the government reaffirmed commitments to close tax-planning loopholes. […]
“You should not use a multiple to do valuation."