Planning and Advice

Kagan leaves Macquarie

Macquarie Private Wealth has announced the departure of CEO Bruce Kagan, following “a great run” at Macquarie and its predecessor firm, Blackmont. The firm says Kagan was satisfied with the integration of Blackmont into Macquarie, and with that process completed, was moving on. Kagan has been succeeded by Earl Evans, who until now has been […]

By Staff |April 11, 2011

1 min read

Debt: Why drown to learn how to swim?

Sometimes we all need to reassess ourselves. Sometimes we all need to step back and examine where it is we are going and where we have been. In writing this column for Advisor.ca, it is probably time that I reevaluate my stance.

|April 11, 2011

6 min read

Focus on money management means better advice

David LePoidevin, VP and portfolio manager at National Bank Financial in Vancouver started his career in Toronto and moved to Vancouver as his book of business began to swell. He built his business the old fashioned way: through cold calling. Being in his 20s at the time helped. Being young wasn’t a problem because he […]

By Vikram Barhat |April 8, 2011

9 min read

Mounting opposition to MERs

Over the years, many journalists (and only a few advisors) have lamented the comparatively high MERs charged by Canadian mutual fund companies. To date, the real alternatives for ordinary Canadians involved either “sucking it up” and doing nothing or moving toward a higher allocation in individual securities, exchange traded funds (ETFs) and / or index funds.

By John J. De Goey |April 7, 2011

3 min read