Industry News

Briefly:

Swiss banking giant UBS has found itself in the middle of an international tug-of-war. Switzerland’s Federal Department of Justice and Police has stated in no uncertain terms that it would be illegal for UBS to hand client information over to the U.S. government, which is seeking details on 52,000 accounts held at the bank. America’s […]

By Staff |July 8, 2009

4 min read

The IPP advantage

If your clients are business owners, senior executives or incorporated professionals constantly disgruntled with having to shell out hefty tax dollars year after year, now’s the time to talk to them about Individual Pension Plans (IPPs). And since doctors, lawyers and other professionals could not incorporate in Ontario until about three years ago, in all […]

By Kanupriya Vashisht |July 8, 2009

7 min read

Clients say experience guides choice of advisor

Investors rely on the insight provided by their financial advisors, but may not see them as the sole or even best source of investment information, according to a survey of 1,000 Canadians who currently use a financial advisor. The survey served as the basis of a report to the Joint Standing Committee on Retail Investor […]

By Steven Lamb |July 7, 2009

2 min read

Briefly:

On the closing days of June, Capital Power Corporation broke a nine month drought of initial public offerings on the TSX. The $500 million IPO issued the spin-off of Epcor Utilities, was the only corporate issue to appear on Canada’s senior equity exchange in the second quarter of 2009 and the first corporate IPO on […]

By Staff |July 7, 2009

4 min read