Industry Articles

As our population continues to age, there will be more individuals drawing on government-funded programs, such as health care and pensions, and fewer income-earning taxpayers to support them.

Investors that want to grow their portfolio or draw stable income from it while maintaining a palatable level of risk need to consider other options.

Triggers for market volatility can come in many different shapes and sizes–policy uncertainty in Washington, earnings reports, geopolitical unrest, the list is almost endless. And market swings can rattle even seasoned investors’ nerves. But volatility is part and parcel of investing.

Achieving a reliable retirement income is a major concern for many people these days. Canadians are living

In last week’s column, we talked about some of the emotional, practical, and personal considerations of providing

Three ways to diversify portfolios for wealthy clients Clients don’t often complain when stocks go up. But

Naming charities in your Will does not prevent you from making current gifts to family or charity while you’re alive. That can be called the difference between giving with a warm hand and a cold one.

While too few financial advisors have created succession plans, there’s “lots of guidance specifically from the industry on why we should be addressing [this],” said Rod Burylo, investment fund manager consultant with Calgary-based exempt market dealer Axcess Capital Advisors Inc.