Products

REITs make a comeback

The aftermath of the Great Recession has seen the rise of income-generating securities as the investment of choice. Whether it’s bonds, convertible debentures, preferreds or high-yield equities, investors are gravitating towards income for safety, stability and returns.

By Dennis Mitchell |September 1, 2010

5 min read

Growing while protecting

In a perfect world clients would see their returns skyrocket without putting their capital at risk. But life’s not perfect. Protecting capital while maintaining and growing investor returns is a challenge all advisors face, especially as the client is entering retirement. Clients want more money in their accounts but that’s difficult to do without taking […]

By Bryan Borzykowski |August 11, 2010

4 min read

Retirement calls for a budget

Retirement age Canadians may have more ways to fortify their future than they realize. Although their portfolios may have been undermined by the “Black Swan” events of the 2008 market shakeup, a thorough budget review and a sharp pencil can significantly improve their outlook. Patricia Lovett-Reid, senior vice-president with TD Waterhouse Canada, tells clients to […]

By Brenda Craig |August 11, 2010

3 min read

Shifting assets, your business

Aging clients and shifting assets are creating a volatile mix of challenges to the revenue stream for financial advisors. As asset gathering moves to an income generating focus, advisors are faced with serving their clients needs and protecting their own business at the same time. Add to the challenge, the severe market downfall in 2008 […]

By Diana Cawfield |August 11, 2010

4 min read