Planning and Advice

My Best Event: A maestro at fundraising

At Macquarie Private Wealth in Calgary, Dave Lougheed makes sure all elements of his investment plans work in harmony. Lougheed, an advisor and associate portfolio manager, also knows about another type of harmony—he supports the Calgary Philharmonic Orchestra (CPO).

By Stuart Foxman |May 7, 2013

2 min read

Advisor confidential | Lori Livingstone

For income, I own investment-grade, high-yield U.S. and Canadian corporate bonds and a mix of five-year-reset preferred shares, including Enbridge, Brookfield Office Properties, Sun Life, Fairfax Financial Holdings and Canadian banks.

By Kanupriya Vashisht |May 7, 2013

2 min read

Happy retirees making life easier for Canadian advisors

Canada is a good place to be a financial advisor. A recent international survey of retirement attitudes and realities in different countries found that Canadians are reasonably open to suggestions about retirement and estate planning. The poll also illuminated a couple of areas of concern that smart advisors might do well to capitalize on.

By Kate McCaffery |May 6, 2013

2 min read

Friends without money can add to your book

You may have friends or acquaintances you’d like to help. Problem is, they have little or no money to invest.

By Bryce Sanders |May 6, 2013

2 min read