Industry News

Helping HNW clients at tax time

“Courteous reader”, Benjamin Franklin wrote in his 1758 book, Way to Wealth, “Get what you can and what you get, hold. ‘Tis the stone that will turn all your lead into gold.” Wealthy Canadians usually have themselves well fortified against Canada Revenue Agency’s attempts to turn their gold back into lead at tax time, but […]

By Brenda Craig |March 21, 2011

4 min read

Mercer expands responsible investment unit

Mercer has announced an expansion in its global responsible investment consulting business, naming Richard Fuller and Ryan Pollice to the team. Dr. Fuller will be based in Melbourne, Australia, overseeing the firm’s client relationships in Sydney and Melbourne and intellectual capital development across the Asia Pacific region. He joins Mercer from HESTA Super Fund, where […]

By Staff |March 21, 2011

1 min read

Canada surefooted in wobbly world

Having turned the corner in 2010, Canada’s economy continues to inspire a positive outlook despite some uncertainties, according to the latest Economic and Financial Outlook by Desjardins Economic Studies. The study, released this morning, said the outlook for Canada’s economy is overall optimistic. The main sources of this sanguinity are the S&P/TSX, which has outperformed […]

By Vikram Barhat |March 21, 2011

4 min read

For real estate, think global

Everyone knows the old adage about the three most important things in real estate, but when it comes to real estate securities, “location, location, location” is not so much repetition but a call to diversification. “A global approach, in my opinion, is recommended as it provides the widest range of return opportunities, and it also […]

By Staff |March 21, 2011

3 min read