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US millionaires cautiously optimistic

A new survey shows that millionaires, who currently have a negative attitude about the state of the U.S. and global economies, are optimistic that improvements to the investment climate will improve a year from now. The annual survey, commissioned by Fidelity Investments and released April 29, shows an improvement in the attitudes and behaviour of the high-net-worth segment of the population,... 

Expats face complex RRSP rules

Very few global companies are headquartered in Canada, yet our global economy requires professionals to interact on the world stage. As such, many professionals, seeking an edge, opt to work abroad. As can be expected, this choice comes with a plethora of logistical problems; it also can mean significant financial losses or gains depending on the depth of financial planning involved. For advisors... 

Women not represented in boardroom: study

Canada will lose a competitive edge if women continue to be a significant minority in corporate boardrooms, suggests a recent report released today by Catalyst, a leading non-profit research organization. In fact, the study suggests that the persistent under-representation of women on corporate boards and the extremely slow pace of change may have disturbing implications for company performance... 

IFB: Prepare for tax legislation changes

Canada can be described as a vast and diverse nation with many peaks and valleys. According to Peter Wouters, the same can be said regarding the nation’s tax and estate planning legislation. At the Independent Financial Brokers’ Spring Summit, Wouters, director of tax and estate planning at Empire Life, suggested that agents be prepared for upcoming changes to the recently updated Bankruptcy and... 
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