Products

A smooth exit from character conversion funds

Carol Bezaire, vice-president of tax and estate planning at Mackenzie Investments, breaks it down. It’s clear why the government targeted these funds: their derivative structure means CRA gets less than if investors bought bonds directly.

By Dean DiSpalatro |December 3, 2013

4 min read

5 barriers to ETF industry growth

The global industry is growing but may face long-term challenges.

November 20, 2013

1 min read

Use alternatives to boost retirement portfolios

Retirees and institutional investors share the same priorities.

November 15, 2013

3 min read

3 reasons REITs will outperform

REITs stocks are reasonably priced and can offer returns.

By Suzanne Sharma |November 12, 2013

2 min read