Canadian securities regulators designed Phase 2 of the Client Relationship Model (CRM2) to ensure investors receive clear and complete disclosure of the performance of their investments and fees associated with their accounts. One...
Canada was not in recession in early 2015, and never has been without a U.S. recession. Indicators of a U.S. recession are rising, namely yield curve flattening and tightening lending standards... ...but these...
As we approach the end of 2015, investors should be aware of things they can do with their portfolios to minimize their 2015 taxes. Here are five strategies to ease the burden...
With interest rates at record low levels, investors ranging from long-term investment funds (Pension Plans & Endowments) to individuals planning for retirement are facing a number of unique challenges. So what drives market...
As the RRSP deadline of March 2 approaches, many investors are reviewing their portfolios and strategies, but with the Tax Free Savings Account (TFSA), investors have another place to put their funds. In...
In the spring of 2014, the feeling among investors was that crude oil prices would average $101 per barrel over the next year and $103 per barrel over the next 2 years. Fast forward...
- Our interest rate outlook implies that the Bank of Canada will normalize monetary policy both later and more slowly than the US Federal Reserve. - We expect the US Federal Reserve to...
Six years ago this month, the venerable, 158-year-old investment banker Lehman Brothers collapsed and the world was plunged into the worst financial crisis since the Great Depression. As the sixth anniversary of the...
Since the publication of Michael Lewis’s new book, Flash Boys, a startling amount of attention has been given to the practice of high-frequency trading. HFT is a nuanced and highly complex part of...
You’ve made your RRSP and TFSA contributions. You’ve done your end-of-year tax-loss selling. You’ve contributed to registered charities. You’ve done all the right things to manage your taxes. Now that March is here...
It’s that time of year again when many investors look at their portfolios and make their annual RRSP contributions. The variety of investment options can be stressful and confusing, causing some investors to...
A new year raises a number of questions for investors. How will stock markets perform? When will interest rates go up? And what rules have changed that will affect assets or tax and...
