They both promise to outperform the market, but the strategies are more like cousins than siblings
An unknown commodity in Canada, family offices by some estimates are a decade behind the U.S. in both prevalence and sophistication. Advisors can learn a thing or two from this niche segment of the financial services business.
In a discussion with WP, BlackRock’s Canadian head discusses the benefits of using a financial advisor.
With the flick of a switch October 30, First Trust Canada introduced 9 U.S. sector funds listed on the TSX. Big deal? Media noise? What’s this really mean for Canadian ETF investors?
Consumer staples stocks are considered defensive in nature because they tend to hold up in good times and bad. First Trust’s new product (described above) gives advisors another option.
IIAC inducted a new crop of talent into the Hall of Fame. What a great night
Several recent reports from the Conference Board of Canada regarding retirement planning suggest financial advisors have a big opportunity in front of them.
The Harper government delivers average annual tax savings of $1,140 for Canadian couples with kids. The additional disposable income should be a boon for financial advisors.
What the banks can’t offer independents.
The global charity suggests such a tax would raise $74 billion. Never mind which side of the fence you sit, it does beg the question: Are you and your clients philanthropic enough?
Annuities, which are often misunderstood, can be an excellent way to fund the retirement of clients generating significant income over a short career.