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A day in the life of a research house

When they use outside management, fund companies have ways of ensuring the managers with whom they trust investors’ money know what they’re doing

Conversation Starter – Evaluating Money Managers

Ask your client, “Do you ever wonder how I make sure the funds I invest you in are well-run?”

  • June 21, 2015 June 21, 2015
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The stability of private real estate investment pools

When you want real estate investment exposure without the hassle of being a landlord, you can default to REITs

How politics impact markets

“Whoever gets elected, Republican or Democrat, I don’t think it’ll have a lasting impact on markets.”

How the target inflation rate affects you

Next year, the Bank of Canada and the Ministry of Finance could move the national inflation target. Why would they do that? We’ll examine what…

Check out our special topic spotlights

Use the articles and action items from all of our special packages to better connect with your clients.

  • By: Staff
  • June 8, 2015 June 8, 2015
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Use a bond ladder to safely draw down your portfolio

Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.

  • By: Staff
  • June 1, 2015 August 23, 2018
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Conversation Starter – Private Equity Funds

If your client is an accredited investor, or has the assets to become one, ask her, “Have you considered investing in private equity funds?”

  • June 1, 2015 June 1, 2015
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Tax and estate issues with stock options

You just got promoted, and your compensation package includes stock options. To factor them into your plan, you need to understand how options work, how…

Action Idea – Undistributed earnings

Your client may need more information before investing in particular stocks.

  • May 26, 2015 May 26, 2015
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Working Girl works in real life too

Working Girl (1988) exaggerates the drama of the mergers and acquisitions industry, but much of the film shows what it was like to be an…

The best buy and hold lesson

Every Thursday, my mailbox fills with flyers from real estate agents keen to represent the sale of my house. These slick missives highlight how quickly…

Leave bond picking to the pros

Bond picking is harder than you might think

Profit from distressed assets

One form of distressed investing aims to profit from the remnants of the securitized loan pools that took centre stage in the financial crash of…

The search for uncorrelated assets

When assets are too correlated in your portfolio, you’re less diversified and more susceptible to risk.

Action Idea – Fixed-income investments

Need to get your client thinking about fixed-income investments? Try this tip.

  • May 1, 2015 May 1, 2015
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Conversation Starter – Fixed income investments

If your client has fixed income investments, ask this question.

  • May 1, 2015 May 1, 2015
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Tips when investing in a friend’s business

Investing in a private venture involves business and relational risks

Understand the implications of sharing assets

Are you one of the millions of Canadians who participates in the sharing economy? If so, know the tax and insurance implications of renting out…

Using active share to measure performance

Active share measures, in percentage terms, how much a portfolio deviates from an index.

  • By: Staff
  • April 30, 2015 August 1, 2018
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为何利率处于较低水平

Understanding why interest rates are low

ब्याज दरों में कमी की वजह समझें

Understanding why interest rates are low

ਸਮਝਣਾ ਕਿ ਵਿਆਜ ਦੀਆਂ ਦਰਾਂ ਘੱਟ ਕਿਉਂ ਹਨ

Understanding why interest rates are low

Understanding why interest rates are low

There are three economic factors that are the basis of today's low-rate environment.

  • By: Staff
  • April 27, 2015 August 1, 2018
  • 00:00

Action Idea – Diversifying with ETFs

Need to get your client thinking about diversifying with ETFs? Try this tip.

  • April 24, 2015 April 24, 2015
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