Beware of the Yield


Beware of the Yield

What would you say to a fund yielding 9.0% with highly tax-efficient distributions? Sound appealing? It’s available, but it also comes with risks we fear some investors are overlooking. Everyone wants yield. We...

Are Financial Markets Broken?


Are Financial Markets Broken?

As 2011 comes to a close, investors continue to be bombarded by daily news of economic and political problems. In the U.S., housing prices remain depressed, the unemployment rate remains stubbornly high, and...

Year-End Tax Planning


Year-End Tax Planning

Making a List & Checking it Twice The month of December brings on challenges for procrastinators in a race to ensure the last deadlines of the year are met. To help alleviate some...

U.S. Estate Tax Exposure for Canadians


U.S. Estate Tax Exposure for Canadians

Death and taxes are two certain things in life. But did you know that even if you are a Canadian citizen and a resident of Canada, you may be subject to U.S. estate...

Market Update - Q3 2011


Market Update - Q3 2011

Financial market performance in the third quarter was dominated by slowing global economic growth. Market volatility was driven by concerns of financial contagion in Europe, slowing growth in emerging markets and political mismanagement...

Do the recent events at Dexia have any impact on how they safekeep assets in Canada?


Do the recent events at Dexia have any impact on how they safekeep assets in Canada?

This week, Dexia SA, the Belgian bank, made headline news over its need for a government bailout as a result of its weakened financial state. Dexia SA, the bank, should not be confused...

Market Update - August 9, 2011


Market Update - August 9, 2011

The media has recently been reporting countless reasons why we should be fearful of another global recession and concerned about our investments. We wanted to take a moment to put the current concerns...

IRS Voluntary Disclosure Deadline - August 31, 2011


IRS Voluntary Disclosure Deadline - August 31, 2011

As you may recall from our Planning Matters presentation last November with Will Todd of Davis LLP, the Internal Revenue Service (IRS) in the U.S. has increased their efforts towards gathering financial information...

Greece


Greece

In the last few weeks there have been a lot of headlines about Greece, full of sensational statements like “FTSE 100 drops as Greek debt crisis triggers global rout”. So what exactly is...

Are investors setting themselves up for disappointment?


Are investors setting themselves up for disappointment?

The low level of interest rates helped drive a significant amount of investor interest in income funds and fixed income investments. However, as improved signs from the economy point to an environment of...

Increasing Income and Reducing Portfolio Volatility Amid Low Interest Rates


Increasing Income and Reducing Portfolio Volatility Amid Low Interest Rates

Given the low yields available on fixed-income investments today and the volatile equity market conditions experienced over the past several years, many investors are looking for options that provide stable income necessary to...