Originally from our sister publication, Advisor.ca. Among American equities, large caps currently provide the most potential growth and least risk, says James Awad, managing director of New York-based Zephyr Management L.P., which has US$2 billion in assets under management. “The United States is a pretty good house in an OK neighbourhood,” he said during an […]
Originally from our sister publication, Advisor.ca. An individual pension plan (IPP) can be an effective vehicle for funding a business owner’s retirement and minimizing their personal taxes. It can also play a part in corporate tax planning. And yet it remains something of a rarity in Canada. Recent growth has been steady but not stellar. […]
In a presentation today to the Investment Industry Association of Canada, which was clearly designed to influence the upcoming federal budget, Jack Mintz, the executive director and Palmer chair in public policy at the University of Calgary, made a case for reducing investors’ taxes and increasing their manoeuvring room with products such as RRSPs and […]
Suggesting that the past year has changed everything might strike some as an ironic understatement accompanied by pained glances at damaged portfolio balances. However, that theme and its implications runs through a report entitled Retirement at the Tipping Point: The Year That Changed Everything, discussed recently during a media conference call by Dr. Ken Dychtwald, […]