‘Money’$ Worth’ Information

Tax Evasion Costs Us $40 Billion a Year – Or More Says Hughes

Tax Evasion Costs Us $40 Billion a Year – Or More Says Hughes

A report from the Parliamentary Budget Officer released in late June has estimated the cost of the government’s failure to reduce overseas tax evasion at a number much higher than that provided by the Canada Revenue Agency.  The PBO report shows that we have, at bare minimum, $1.6 trillion [Read more]

Coping With Emotions When Investing @KimInglis

Coping With Emotions When Investing @KimInglis

The average investor underperforms virtually all other traditional asset classes, even when inflation increases are included. J.P. Morgan, comparing 20-year annualized returns by asset class, found the average investor rings in at 2.1% compared to the S&P 500 Index at 8.2%.  This [Read more]

Maximizing Charitable Giving This Holiday Season @KimInglis

Maximizing Charitable Giving This Holiday Season @KimInglis

According a recent BMO report on charitable giving, fifty-two per cent of wealthy Canadians choose to donate to charities to which they have a personal connection.  More than half of those say their motivation to give is based on the desire to have an impact on their community.  Only 21 per cent [Read more]

A commonly used but often misunderstood tool @KimInglis

A commonly used but often misunderstood tool @KimInglis

According to Deloitte, the Canadian marketplace is home to over $14 billion in publicly traded convertible debentures.  Deloitte notes their appeal is growing because convertible debentures allow issuers to take advantage of lower cash costs and high yield potential, and they also give investors [Read more]

Money’s Worth : Going it alone

Money’s Worth : Going it alone

Canadians have many options when it comes to managing their investment portfolios.  Most opt for full-service investments firms while others choose discount brokerages or robo advisor services.  Those choosing to go it alone should make sure they fully understand their options before proceeding. [Read more]

Smart Money Habits to Teach Children @KimInglis

Smart Money Habits to Teach Children @KimInglis

A poll done by BMO Financial Group found that one-quarter of Canadians do not feel comfortable discussing finances with their children and another 28 per cent do not feel they have the resources to talk with children about financial matters.  While 64 per cent of Canadians noted that the current [Read more]

Reviewing your GIC strategy @KimInglis

Reviewing your GIC strategy @KimInglis

Cash reserves held by Canadians have risen significantly since the global financial crisis.  Earlier this year, CIBC World Markets reported that Canadians currently hold $75 billion in cash. That’s almost 10 per cent of the total value of overall personal liquid assets in Canada.  CIBC also [Read more]

How liquidity impacts your ETFs by @KimInglis

How liquidity impacts your ETFs by @KimInglis

The independent research and consultancy firm ETFGI confirms 2015 was another banner year for the global ETFs/ETPs industry, with US$372.0 billion in net new assets – a 10% increase over the 2014 record of US$338.3 billion. Global assets under management grew from US$2.784 trillion to US$2.992 [Read more]

Caution for Canadian Snowbirds

Caution for Canadian Snowbirds

According to Investor Economics, one million U.S. citizens living in Canada have $30 billion invested in mutual fund industry assets.  Meanwhile, TD Economics reports that over 500,000 Canadians spend significant periods of time in the United States.  While the former likely know their U.S. tax [Read more]

Maximizing the benefits of TFSAs

Maximizing the benefits of TFSAs

For many Canadians, tax-free savings accounts (TFSAs) may be the most advantageous change made to the tax code since RRSPs were launched in 1957.  Many professionals even contend that the popularity of TFSAs will ultimately surpass that of RRSPs. However, despite countless clarifications by [Read more]

Money’s Worth : Making sure your asset allocation fits

Money’s Worth : Making sure your asset allocation fits

According to a recent survey done by Franklin Templeton, Canadians are generally quite optimistic about their future, with 92% looking forward to retirement. On the whole, Canadians are planning on traveling, spending time with friends and family, and pursuing hobbies. Despite the optimism, 82% are [Read more]

Strategies for the tax loss season

Strategies for the tax loss season

It’s been a rocky year for investors but that doesn’t mean things need to get worse as we near tax loss selling season.  Some prudent planning done now can reap dividends later. Generally speaking, most retail investors conduct tax loss selling during the latter part of November and the first [Read more]

Importance of retirement income planning

Importance of retirement income planning

A study by BMO Global Asset Management found that one quarter of already-retired Canadians are surprised to find their savings are not as sufficient as they thought. A key factor is that people are living longer. Statistics Canada says the average Canadian male will live 84 years and females 87 [Read more]

Saving for Your Child’s Education by Kim Inglis

Saving for Your Child’s Education by Kim Inglis

Every year many Canadian families are face with paying for a large portion of their child’s post-graduate education.  A study conducted by BMO Global Asset Management found that 70% of parents are worried their children will not be able to afford university or college.  As a result, they are [Read more]

Money’s Worth by Kim Inglis: Examining account fee structures

Money’s Worth by Kim Inglis: Examining account fee structures

Investors pay fees for portfolio management, as they do for any professional service, but many are unaware of the variety of options regarding fee structure.  One of the most popular is the fee-based pricing model. According to PriceMetrix, fee-based structures are the preferred method of [Read more]

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