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.
Investing is intuitive, according to Craig Swanger, head of Macquarie Global Investments. Australia-based Swanger, who is in Canada for a cross-country tour, made this assertion to a group of advisors and clients at the Allstream Centre in Toronto last night. Modern portfolio theory says don’t put all your eggs in one basket, but over the […]
As the drive for accreditation ramps up, advisors wanting to add more letters to their business cards now have another option. The Institute for Advanced Financial Education will offer the Certified Health Insurance Specialist (CHS) designation starting September 1, 2011. This new designation is meant for advisors looking to specialize in the field of living […]
Helpful Tools and News in Advisor.ca’s ETF Centre. The number of exchange-traded products (ETPs) listed on the Toronto Stock Exchange has topped 200. These products include 187 exchange traded funds (ETFs) and 14 exchange-traded notes (ETNs). The number of listed products has more than doubled in the past two years, bringing the total market cap […]
Women in Capital Markets (WCM) and BMO Capital Markets have created an award to help women re-establish careers in finance after an extended absence: the BMO Women in Capital Markets Return to Bay Street Award. “There are many reasons women opt out of the workforce,” says Martha Fell, CEO of WCM. But the return can […]
Reader alert: For more information on the female market, stay tuned for our third-annual women’s issue, which will launch at Investing in You, our annual women’s conference, on May 4. When Patricia Lovett-Reid’s stepfather died two years ago, the senior vice-president of TD Waterhouse Canada thought she was going to take over her mother’s finances. […]
Set it up and leave it alone. That’s the dream of every investor: a low-risk, high-yield investment that provides a guaranteed payment. Thanks to prescribed taxation, the power of arbitrage, and low interest rates, there is such an investment: the back-to-back annuity.
Increased optimism in Canada’s oil and gas sector means the number of IPOs and corporate transactions are expected to rise this year, according to Ernst & Young. This increased activity comes after a relatively slow 2010 that saw fewer but larger deals than 2009, with the value of transactions up 67% from 2009 at $35.7 […]
Most investors are interested in one thing: returns. Right? Wrong, says Betty-Anne Howard, a Certified Financial Planner with the Making Dreams a Reality Financial Services in Kingston. Despite the turmoil of the last few years, Howard says investors are now interested in how those returns are generated. And that means investing in socially responsible investment (SRI) funds.