Planning and Advice

Easy ways to enhance your business

I really did plan to eat healthier this year but after hanging out at my friend’s party a few weeks ago, I realized it’s tough to change your ways when hot wings, beer, chips and pizza keep calling your name — followed by the eventual moan from heartburn.

By Keith Pangretitsch |March 15, 2011

6 min read

Segregated funds offer protection

Financial advisors must make investment decisions for their clients based on whatever information is available at that moment, not unlike the physician who must make a diagnosis with limited information about his patient’s condition.

By Rod Tyler |March 11, 2011

5 min read

An IPS, your ounce of prevention

One area in the field of finance that has been growing in acceptance is that of behavioural economics- sometimes referred to as behavioural finance. In essence, it deals with the various intellectual and emotional errors that nearly everyone fact seems to make. Concepts like overconfidence, negative loss aversion, mental accounting, hindsight bias and anchoring have gained considerable acceptance in the financial services industry.

By John J. De Goey |March 9, 2011

4 min read

Independence both a blessing and a curse

With the recent acquisition of DundeeWealth Inc. by the Bank of Nova Scotia, the top 5 banks in Canada now control two thirds of the mutual fund assets under management and about one half of the licensed representatives that distribute mutual funds in Canada. It won’t be long until the disadvantages of an oligopoly will […]

By Vince Valenti |March 7, 2011

4 min read