André Fok Kam

Industry

Investors can gain by doing nothing

If people buy and hold, they stand to gain at least 100 basis points per year. How is that possible?

By André Fok Kam |October 25, 2013

3 min read

Your Business

Understanding CRM II’s performance reporting requirements

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. The rules associated with Phase II of the Client Relationship Model (CRM II) were finalized earlier this year. Among other requirements, CRM II requires dealers and portfolio advisors to provide investment performance reports to their clients every year. Implementation […]

By André Fok Kam |October 18, 2013

19 min read

Your Business

CE Course: Tax-efficient Investing: principles, pitfalls and applications

Calculate the corporate income out of which the dividend was paid. This is achieved by grossing up the actual amount of the dividend received by the shareholder. The gross-up percentage depends on the rate of tax paid by the company. Shareholders are taxed on the grossed-up amount. This is their notional share of the company’s […]

By André Fok Kam |December 1, 2011

24 min read