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When clients want to open a franchise

The expert David Wilton, MBA, Director of Small Business, Scotiabank, Toronto Client profile Jack, a lifelong public servant, is an assistant Federal deputy minister. Sherry is a high-school teacher. Both plan to opt for early retirement this year, but at 55 and 56, they aren’t ready to stop working. They have run a small bed-and-breakfast […]

By Lisa MacColl |June 1, 2012

4 min read

Horizons launches Black Swan ETFs

Horizons Exchange Traded Funds Inc. launched the world’s first Black Swan ETFs today.

By Staff |May 30, 2012

2 min read

Exempt offerings require care

While it may be tempting to offer exotic investments to your high net worth—or even mass affluent—clientele, advisors should think twice before dipping their toes into the exempt market.

By Staff |May 30, 2012

3 min read

A real estate empire: Closing the deal

Up to this point, we’ve explored how to develop a real estate empire by examining the principles behind real estate as an investment, what conditions are necessary to get started, and what you need to know about real estate investing in order to build your own portfolio.

By David Sung & Wayman Crosby |May 28, 2012

4 min read

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