Archive for the ‘Regulations and Industry Governance’ Category

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...

What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...

It is no surprise that companies and their investors are increasingly recognizing the importance of sustainability. Hardly a day goes by without discussion in the mainstream and the financial media about the impact of sustainability issues. Today...

When families have built wealth over years or decades, and in particular when that wealth was largely due to an event such as the sale of a business, their attention quickly turns to getting peace of mind knowing that their wealth is protected. This...

Ontario’s Minister of Finance Vic Fedeli recently issued a statement stating that his government does not support the Canadian Securities Administrators’ (CSA) proposals published on June 21, 2018. The proposals recommend – in a nutshell –...

Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading...

A true investment fiduciary is all about putting the client’s interests first. Too many investment advisors only pay lip service to the idea of “putting the investor first”; a true fiduciary has a legal and ethical responsibility to live up to...

I recently participated in a roundtable discussion hosted by the Ontario Securities Commission (OSC). The purpose was to delve more deeply into the industry’s response to regulators’ proposal to eliminate commissions embedded in investment...

As seen in the July/August 2017 edition of Canadian MoneySaver magazine. Kelly Osbourne has it right when she says: “I guess I have friends around me but when you’re paying them, can they ever really be true friends?” Lawyers, accountants, and...