Industry News

Stock picking matters: Kanko, Jenkins

There really is such a thing as talent and expertise in stock selection, and the two principal partners of Black Creek Investment Management are out to prove it. When star fund manager, Bill Kanko left Trimark back in 2004, he could have gone anywhere. He was and remains one of the industry’s best-known stock pickers, […]

By Mark Noble |November 25, 2009

11 min read

Celebrating Advice: Effective business planning

When you initially sit down with RBC’s Glen Daniel to talk money, the very first question the 14-year veteran is likely to ask is: “If I could solve one problem for you, what would that one problem be?” Once a client has dismissed any ideas that might involve sending their mother-in-law on a one way […]

By John Powell |November 24, 2009

4 min read

Briefly: ‘Create a holiday plan: IG’ and more news

Investors Group advisors are available to offer holiday planning advice for Canadians. A press release from the firm, says, “Ornament lined shelves in early November should be your signal to start thinking about your Christmas Shopping Plan” Some of the tips suggested for this plan include developing a charitable giving strategy rather than spontaneously giving […]

By Staff |November 24, 2009

4 min read

Tax loss selling remains powerful tool

Tax-loss selling in 2008 was the arguably the single most powerful tool during a period where clients generally felt powerless. It’s that time again to determine if you can add value by doing some competent year-end selling or buying to save clients significant money on their taxes. Tax-loss selling is when an investor sells a […]

By Mark Noble |November 24, 2009

4 min read