Industry News

Javasky and Mackenzie Financial win top honours at 2002 Canadian Investment Awards

Canadian Equity Fund: CI Harbour Fund Segregated Canadian Equity Fund: Mac Cundill Canadian Security Segregated U.S. Equity Fund: Templeton Mutual Beacon European Equity Fund: AGF European Equity Class International Equity Fund: Mawer World Investment Investors also voted in three award categories. Fidelity Investments was named fund company of the year. Fidelity also won the award […]

By Jim MacDonald |December 5, 2002

2 min read

Advocis optimistic Ottawa will raise RRSP limits

(December 5, 2002) A recommendation by the Commons finance committee that the federal government raise the annual RRSP contribution limit to $19,000 is welcomed by the head of the country’s largest financial planning organization. Advocis chair Brian Mallard says he’s optimistic the finance minister will act on the suggestion when he brings down the next […]

By Doug Watt |December 5, 2002

2 min read

Tapping into the HNW

Understanding your strengths key to accessing high net worth market. The market of high net worth investors in Canada is only becoming more desirable for advisors to target, with the number of Canadian millionaires projected to expand to more than 900,000 by 2010, according to several recent industry reports. But in order to capture your […]

By Staff |December 4, 2002

2 min read

Do your clients want to make the most of their spousal RRSPs?

Tom has his own RRSP as well as a Spousal RRSP from his wife Kathy. For convenience, he wants to convert them both into a single RRIF. However, once combined, the entire amount will become subject to the Three-Year Attribution Rule, restricting Tom to minimum RRIF payments, as above. Solution: Annuity and RRIF Tom uses […]

By Staff |December 4, 2002

4 min read