Lessons learned from former Portus co-founder
A once-fallen industry veteran warns about the consequences that accrue when managers put their own interest ahead of the client.
The greatest Canadian investor of all time is...?
Years ago a book entitled Money Masters was published that examined some of the best investors the United States has ever known. Nothing of its kind has ever made its way onto Canadian bookshelves.
Montreal NHLers need Harper tax relief
At least that’s the opinion of the Canadian Tax Federation whose study suggests Montreal is the least financially attractive city for NHL players when it comes to personal income taxes.
Most read: ETFs vs. F-Class: there’s no comparison
Mutual fund companies argue that F-class shares are a reasonable alternative to ETFs. A closer look casts some doubt.
Testamentary trusts taxed to the max
The proposed changes in the 2014 federal budget will greatly affect who and how these trusts are used in the future.
The Friday Briefs
The U.S. economy continues to grow; deep shifts in market dynamic; what’s going on down under; is the shale bubble bursting?
BMO adds to its lineup
The bank’s asset management arm’s been busy this week introducing four new ETFs and five new mutual funds. Meant to fill customer needs, WP went to the source to find out more.
Financial advisors: how best to keep hold of emotions
A recent report from the Bank of Montreal suggests most Canadians can’t keep their emotions in check when it comes to investing. Canaccord Genuity Wealth Management advisor Kim Inglis has some suggestions how to combat these demons.
It’s time to rethink retirement readiness
The long since retired slogan of Freedom 55 is best left in the marketing dustbin according to Jon Chevreau. In its place? Financial Independence. Here’s why.
TD Bank’s investment arm overcharges mutual fund clients
The OSC reaches tentative deal with three investment subsidiaries of TD Bank related to “self-reported” violations involving mutual fund fees charged to clients spanning 14 years.