Industry News

Income trust public discussion set for December

The iTrustInstitute has set up a public forum to discuss the federal government’s consultation paper on income trusts. The roundtable will take place on December 14 at the TSX conference centre in Toronto. Experts in the areas of investment, taxation, business, finance and economics will address questions and consider issues raised in the paper. “Subsequent […]

By Doug Watt |November 9, 2005

2 min read

Advisor of the Year winners unveiled

The cat’s out of the bag, the judges have made their decisions and it’s time to officially announce the winners of the 2005 Advisor of the Year awards. The winners of our seventh annual competition are Carmela Harnum of Dundee Wealth Management in Toronto, JoAnne Anderson and Stephen Koury of MoneyPOWER and Inter-Equity Asset Management […]

By Kate McCaffery |November 9, 2005

3 min read

Interest rate hikes will not shock

Predictions that interest rates will soar over the coming year are grossly exaggerated and ignore the damage such a move would inflict on the consumer sector, according to a leading economist. In an economic briefing to the Canadian Institute of Mortgage Brokers and Lenders on Monday, CIBC senior economist Benjamin Tal said interest rates are […]

By Steven Lamb |November 8, 2005

3 min read

Charitable giving seen as missed opportunity for advisors

Advisors who aren’t getting involved in planned charitable giving strategies with their clients are missing out on potential opportunities and ways to strengthen the advisor-client relationship, experts say. Many advisors give back to the community in the way of volunteer time and their own personal contributions, but a huge opportunity exists to suggest charitable giving […]

By Kate McCaffery |November 8, 2005

3 min read