Tags » Managing Wealth

It’s important to ask questions when selecting an investment adviser to help you manage your portfolio. After all, it’s your money and your future. Securities regulators advise investors to take their time and choose wisely. 1,230 more words

Managing Wealth

BMO targets high-net-worth seniors in new wealth management program

TORONTO – “The promise of living longer has come true, but the promise of living well longer has not come true in the same way.” 488 more words

Personal Finance

The global economy is facing a complex set of problems, which could get in the way of economic recovery. The price of oil has plummeted, interest rates are barely bouncing off zero and economies are struggling to gain traction, especially in Europe. 853 more words

Managing Wealth

The million-dollar tax problem: How to minimize RRSP withdrawal pain

In the wake of the recent federal budget, you can be sure that wealth managers are in overdrive, working with affluent clients to revise financial plans crafted before April 21. 1,013 more words

Personal Finance

Investor advisory panel tells OSC it's failing to address 'inadequate' and 'outdated' regulatory standards

A panel that advises the Ontario Securities Commission on investor protection issues said Tuesday the regulator has failed to address “inadequate and outdated regulatory standards” on investing advice, and urged quick action to provide “fair, independent complaint handling” and binding compensation. 334 more words

FP Street

Mutual fund fee reform coming — maybe sooner than you think

Canadian regulators will be armed with new research in early 2015 that investor advocates hope will finally prompt a clampdown on the use of embedded commissions on mutual fund sales. 1,083 more words

FP Street

How to play the market mayhem? Stop watching

The worse it gets, the less I look and the less I act. When it comes to market mayhem, I firmly believe that the time to sell is when stocks are up and everyone is buying. 842 more words