2010 News
Globe and Mail - Nov 25 2010
This 7-per-cent yield comes with questions
Rule One of conservative investing: In a 2- to 4-per-cent world, you can’t get 7 per cent without taking on some extra risk. more »
Globe and Mail - Nov 15 2010
7% rate of return? Where do I sign up?
Advisers' scenarios sound awfully optimistic these days, but they are not out of line for a balanced portfolio in the long run. more »
Toronto Star - October 21 2010
Financial advisors not created equal
In the investment industry, Canadian securities regulators have put in place the “Know Your Client” (KYC) rule to protect the investing public. more »
Financial Post – October 7 2010
The hunt for offshore money
Last week it emerged that authorities in Ottawa had received evidence that as many as 1,800 Canadians are stashing money in secret offshore accounts at HSBC. more »
Financial Post – September 10 2010
Wealthy Boomer: A little Web advice can be a dangerous thing
Last time in this column, I asked why financial advisors seldom focus clients on paying down their debt. more »
Financial Post – September 10 2010
Mackenzie study claims Canada’s mutual funds no costlier than America’s
That sigh of relief you heard in the mutual fund industry today is the result of a survey commissioned by domestic mutual fund giant Mackenzie Financial Corp. that attempts to rebut the “myth” that Canada’s MERs (Management Expense Ratios) are higher than in the rest of the world, or at least the United States. more »
CA Magazine – September 2010
Invest like the pros
Adopting 10 simple investment practices could mean a healthy bump-up in long-term returns. more »
The Financial Post – July 7 2010
A case of too little, too late for mutual fund warnings
As North America inches closer to imposing a fiduciary standard on investment advisors and securities sales people, I'm astonished Canadian regulators are still tinkering with concise disclosure documents for mutual funds. more »
Advisor.ca – June 23, 2010
China's yuan move causes ripples
China’s reputation sure does precede itself. Canadian financial industry made it clear they are unimpressed with China’s recent decision to de-peg its currency, the renminbi or yuan, to the U.S. dollar. more »
Globe and Mail – June 17 2010
Diversification: How much is too much?
How do you get the right balance in your portfolio? Financial planner Warren MacKenzie took your questions. more »
Advisor.ca – June 17, 2010
Buffett suddenly less quotable
Warren Buffett's call to alms hasn't gone unnoticed in the financial fraternity of Toronto.more »
Globe and Mail – June 11 2010
Time to retire the high-risk strategy
With retirement on the horizon, couple should look to wealth preservation. more »
Globe and Mail – May 21 2010
Getting ready for the coming retirement
Couple look to their investments and other assets to find best mix after careers wind down. more »
Globe and Mail – May 4 2010
Clever estate planning protects your money
Warren MacKenzie, CEO of Weigh House Investor Services, took our readers' questions on estate planning in an online discussion. more »
Ottawa Citizen - May 3 2010
Outsmart the grasping hand
With 2009 taxes paid up, vow to keep taxes front of mind when structuring your portfolio this year. more »
Montreal Gazette – May 1 2010
If you're in debt, forget retirement
Living on half your working income assumes no mortgage. more »
Advisor.ca – April 21, 2010
Investor advocates respond to POS controversy
From coast-to-coast, advocates of investor education have sharply reacted to the discontent shown by the mutual funds sector over the proposed POS disclosure obligations. more »
Money Sense - April 15 2010
The real secret of the rich
Want to manage your money like the wealthy do? Consider an investment counsel, where you can find better advice — for a much lower fee. more »
Globe and Mail – Feb 19 2010
Got an RRSP question?
Ask a financial planner about how to invest for retirement. more »
CTV News – Feb 12 2010
Investment industry worker's portfolio takes too many risks
Leonard spent most of his life working in the investment industry, so when it came time to manage his and his wife's $2.2-million in savings, he chose to do it himself. more »
Globe and Mail – Feb 10 2010
ETFs for the couch-potato investor
Broad-based products with low volatility are best bets for those who follow the lazy-portfolio approach. more »
Toronto Star – Jan 27 2010
The ups and downs of an investor
Risk tolerance plays a major role in how much success you achieve investing. more »
Money – Jan 26 2010
Avoid the pitfalls of RRSPs
RRSPs may be the best vehicle in for most Canadians when it comes to retirement saving, but that doesn’t mean they’re fool proof, wealth advisers say. more »
Globe and Mail – Jan 05 2010
Personal Finance Tips
Retirement, financially speaking, is mostly about preserving wealth to sustain a desired lifestyle and to pass on an estate to family and good causes. Here are five financial tips to help ensure your nest egg lasts for as long as you live. more »
