A new concept is sweeping the global investment community. It’s called goals-based portfolio management. The concept, which applies to the average investor, was discussed at a conference held in [...]
ASC to investors: Stay away from Bristol Financial CALGARY – August 3, 2016 – The Alberta Securities Commission (ASC) is warning Alberta investors to exercise caution if solicited by Bristol [...]
Socially Responsible Investing (SRI) continues its transition into the mainstream and SRI solutions are enjoying the increased profile and demand that comes with mass market awareness. Never has [...]
Against the polls and against the sentiment of the financial markets, Britain’s historic vote to leave the European Union has had an immediate, and significant impact on global markets. [...]
American taxpayers must file annual tax returns on worldwide income and disclose their accounts or other interests in foreign entities held outside of U.S. The U.S. differs from Canada in that [...]
What you need to know Clients who hold segregated fund investments will no longer see any related trades or transactions reported on their Mutual Fund Dealer statements for Q4 2015. The Client [...]
It’s been a busy year on the tax front, and we’ve kept tabs on 2015’s biggest stories. TRUSTS These new rules will affect your estate planning including any existing and future trusts. Eliminate [...]
As expected, the federal government’s December 7 Notice of Ways and Means Motion introduced changes to personal income tax rates affecting middle- and high-income earners. The motion also [...]
How does the economy really work? This simple but not simplistic video by Ray Dalio, Founder of Bridgewater Associates, shows the basic driving forces behind the economy, and explains why [...]
The Alberta Securities Commission is warning investors to beware of unregistered companies offering online trading services. The commission says it has received complaints from people — mainly in [...]
