Keyword: Wealth management

709 results found

Long-term investment in commercial, industrial or large-scale residential real estate is as close to a sure thing there is

The TIGER 21 Quarterly Asset Allocation Report for Q3 2012 has been released.

  • By: Staff
  • October 17, 2012 August 21, 2018
  • 00:00

A unique income-splitting approach

Your wealthy clients will soon care even more about tax planning.

When the market is in turmoil, putting money in mortgage income funds and REITS can help preserve wealth

  • By: Paul Brent
  • October 5, 2012 August 24, 2018
  • 06:00

Revenue Canada’s recent initiatives target wealthy business owners. Here are legit ways to reduce clients' tax exposure

Eligible companies can claim as much as 68% of research expenditures

Macquarie Private Wealth (MPW) has promoted its CEO, Earl Evans, to a new role where he’ll take over all retail operations of Macquarie North America. Read: BMO and CIBC advisors move to Macquarie He remains CEO of MPW in Canada and also becomes the deputy global head of Macquarie Private Wealth worldwide. Having presided over […]

  • By: Staff
  • September 26, 2012 August 21, 2018
  • 10:09

Raising kids and grandkids without a sense of entitlement.

In an aggressive move to tackle market slowdown, Canaccord Financial Inc. is closing sixteen underperforming branches and refocusing its operations in major centres across Canada. Read: RBC Insurance axes most MGAs As part of the branch consolidation, Canaccord has also reduced the number of advisors at its sixteen core locations by approximately 35 advisory teams. […]

  • By: Staff
  • September 24, 2012 August 21, 2018
  • 12:00