Investment Advice Through Social Media – The Red Flags
While financial tips and advice are plentiful online, locating useful advice tailored to one’s financial needs and risk tolerance is not...
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Articles
Written by some of our favourites in the industry.
PWC
- Aug 28, 2013
Trusts Can Reduce Taxes
The primary function of a last will and testament is to name the beneficiaries of the assets of your estate. However, under some...
Nick Barisheff
- Aug 28, 2013
Gold’s Healthy Pullbacks On Long Road To $10,000
Gold will continue rising in value over the coming years for one reason: the primary buyers are purchasing physical gold for wealth...
Jeffrey Shafer & Ed Kroft
- Aug 28, 2013
Supreme Court Of Canada Upholds New Test For Residency Of Trusts
The Supreme Court of Canada (the SCC) has released its decision in Fundy Settlement v. Canada (a.k.a. St. Michael Trust Corp. or Garron...
Jamie Clarke
- Aug 28, 2013
The Rise Of Startup Investing
It isn’t much of a stretch to suggest that the options for investing in technology startups are approaching limitless. This is thanks in...
PWC
- Aug 28, 2013
Budget Steals From Rich And Not So Rich
Federal Budget 2013 is much like the budgets of 2012 and 2011 in that it represents an ongoing effort to reduce the deficit, say Tim...
Norm Ayoub
- Aug 28, 2013
Investing With Whole Life Participating Insurance
The foundation of any good financial plan ensures that risk is mitigated with respect to potential losses as a result of unforeseen...
Scot Dalton
- Aug 28, 2013
Beware The Estate Executor Role: When You Don’t Know What You Don’t Know
So, you’re preparing your will and you want to name your executors to manage the administration of your estate after you die. You decide...
William Jack
- Aug 28, 2013
Investors Not Always Rational
In classical economic theory, investors always behave in their own rational self-interest. Recent research in the field of behavioural...
Bo Knudsen and Lars Wincentsen
- Aug 28, 2013
Information Is Power, If Used Intelligently
The world of Connected Lives is booming, driven by the Internet and new digital technologies. It has never been easier to communicate,...
Nick Barisheff
- Aug 28, 2013
Gold Outlook 2013 And Beyond: Three Key Concepts That Affect Retirement Income And Wealth Preservati
The world that retirees and pensioners face today is quite different from the world in which they attended school, raised a family, and...
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- Aug 28, 2013
The Evolution Of ETF
Private Wealth Canada staff writer Karen Treml recently had an opportunity to discuss exchange traded funds (ETFs) with Barry Gordon,...
Robert Keats
- Aug 28, 2013
Retiring To The U.S. Tax Haven
My 30 years of experience in advising Canadians in international tax and financial planning matters told me that a desired tropical...
Felix Narhi
New Ball, New Game: The Role Of Liquid Alternatives In Balanced Portfolios
In the cult classic film ‘The Big Lebowski,’ Jeff Bridges plays The Dude whose life is thrown into disarray when his beloved rug is...
Anthony Faiella
Ontario Farmland – The Undiscovered Alternative
After four decades of benefiting from the decline in interest rates and the tailwind it provided the standard 60/40 portfolio, investors...
Peter Volny & Linda Goddard
The Road Less Traveled: Portugal and Galicia
We visited Lisbon and Porto many years ago, but had never seen the rest of Portugal so our mission over five weeks was to see as much as...
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