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Information Is Power, If Used Intelligently
The world of Connected Lives is booming, driven by the
Internet and new digital technologies. It has never been easier
to communicate, search for information or let yourself
be entertained by the endless digital media offered on-line. Full story > |
 Finding The Right Financial Planner – What Do You Look For?
We all work hard to attain some level of financial well-being for ourselves and our loved ones. Read more
 The Wheels Haven’t Fallen Off These Investments
At a time when owning stocks has become anathema, there exists an investment opportunity that actually combines capital appreciation with intense pleasure and considerable excitement. Read more
 PRIVATE
JET TRAVEL
Other than for the richest executives in Canadian business, private air travel was once beyond reach for chief executives who were not amongst the ranks of the highest paid. Read more
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Gold Outlook 2013 And Beyond: Three Key Concepts That Affect Retirement Income And Wealth Preservation
The world that retirees and pensioners face today is quite different from the world in which they attended school, raised a family, and prepared for their golden years. Full story > |
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Living To 100: Can You Afford It
The latest figures from Statistics Canada show that more Canadians are reaching the 100-year milestone than ever before. It also reports those of us who reach age 65 can expect to live on average another 20 years in retirement. Full story > |
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Retiring To The U.S. Tax Haven
My 30 years of experience in advising Canadians in international tax and financial planning matters told me that a desired tropical lifestyle and reduction in living expenses is available to most Canadians, literally right beneath their noses in the form of the United States of America. Full story > |
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Collector Car Market Grows Stronger
It's not just the Dow and TSX that have made sizeable gains in the past few years, the collector car market has shown amazing resilience as it continues to set record after record. Full story > |
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IPPs: The Overlooked Solution
If the goal of reformists is to ensure the provision of an adequate tax-assisted solution for individuals not covered by broadly-based employer-sponsored pension plans, it would seem that the media and many commentators have simply overlooked a solution that has been available since 1991. Full story >. |
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Checking Off The Bucket List - Gorillas In Rwanda
Having checked 122 countries off my bucket list, I've seen a lot of amazing sights and have experienced many incredible adventures, but right up at the top of the list is trekking Silverback gorillas in Rwanda. Full story >. |
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Beware The Estate Executor Role: When You Don't Know What You Don't Know
So, you're preparing your will and you want to name your executors to manage the administration of your estate. You decide upon relatives or trusted family friends .... Full story >. |
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Wealth Strategy: The Single-Family Office
Managing several million dollars of private wealth can be demanding, but when the wealth grows to hundreds of millions or even billions of dollars, managing it has unique challenges and complexities. Full story >. |
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Investment Advice Through Social Media – The Red Flags
While financial tips and advice are plentiful online, locating useful advice tailored to one's financial needs and risk tolerance is not always so easy. Full story > |
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Trusts Can Reduce Taxes
The primary function of a last will and testament is to name the beneficiaries of the assets of your estate. However, under some circumstances, it may be good planning to include a trust in your planning. Full story > |
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Investors Not Always Rational
In classical economic theory, investors always behave in their own rational self-interest. Recent research in the field of behavioural finance shows that this is often not the case. Full story > |
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The Rise Of Startup Investing
It isn't much of a stretch to suggest that the options for investing in technology startups are approaching limitless. This is thanks in large part to a technology cycle that is seeing the barrier to entry lowering on a continual basis... Full story > |
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The State Of Say On Pay
The number of Canadian issuers that have agreed to provide their shareholders with the opportunity to vote on an advisory resolution on executive compensation, or say on pay vote, has slowly continued to increase. Full story > |
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The Evolution Of ETFs
Private Wealth Canada staff writer Karen Treml recently had an opportunity to discuss exchange traded funds (ETFs) with Barry Gordon, president and CEO of First Asset Capital. Full story > |
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Contemporary Art: An Alternative Investment
Since Palaeolithic times, art has been an expression of human emotions and passions. So too has money and so the fact that art and money are inexplicably tied is not that surprising. What does surprise many, however, is the marriage of contemporary art and money... Full story >
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Estate Planning: New Considerations
Tto reflect the changing realities of the world around us ‒ such as increased longevity, rapidly expanding technologies, and changing family paradigms ‒ traditional approaches to estate planning need to be broadened... Full story > |
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Federal Budget Impacts Financial Plans
This overview provides answers to some of the more popular questions arising from the proposed 2012 federal budget.
Full story > |
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Supreme Court Of Canada Upholds New Test For Residency Of Trusts
The Supreme Court of Canada has released its decision in Fundy Settlement v. Canada . A unanimous panel of seven judges dismissed the taxpayer's appeal... Full story > |
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IPPs Are Alive And Well!
We are pleased to announce that Finance Canada has amended the tax measure on past service contributions to an Individual Pension Plan (IPP). The revised tax measure restores the effectiveness of the IPP.... Full story > |
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 The Paradox of Low-Risk Stocks -
Gaining More by Losing Less (Alliance Bernstein)
After the serial market jolts of the past decade, investors prize stability as never
before... Full story > |
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#1 On Your Bucket List - Monterey Car Week
Sure there's the Goodwood Festival of Speed in England, and the Concorso D'Eleganza Villa d'Este in Italy, and how could anyone overlook Auction Week in Scottsdale, AZ. However, you can have all three in just one place in less than one week... Full story > |
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Gold's Healthy Pullbacks On
Long Road To $10,000
Gold will continue rising in value over the coming years for one reason: the primary buyers are purchasing physical gold for wealth preservation, and there simply isn't enough physical gold to satisfy their appetites. Full story > |
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Investing With Whole Life Participating Insurance
The foundation of any good financial plan ensures that risk is mitigated with respect to potential losses as a result of unforeseen circumstances. Full story > |
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Private Houses, A Home Away From Home Vacation
After hearing the pros and cons about booking holidays in someone else's home, we decided to try it out with our extended family for a vacation in Hilton Head, SC. For our family, 'extended' meant three adults and two dogs. Full story > |
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Here's A Radical Idea: Don't 'Pass-On' Your Family Business
Never in the history of civilization has so much wealth been created inside businesses – equity now sitting as cash, inventory, receivables, intellectual property, and goodwill. This wealth represents a lifetime of risk-taking by family business owners who created enterprises that beat the odds. Full story > |
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Housing Bubble – When Will It Burst ?
Are we in a housing bubble? We all know the old saying – “what goes up must come down.” Housing prices have consistently increased for well over a decade now. Full story > |
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SERPs In Public Corporations ‒ Problems & Solutions
Supplemental Employee/Executive Retirement Plans (SERPs) are now common in most public corporations. In the 2008 Towers Perrin SERP Report, 88 per cent of public corporations have a SERP. Full story > |
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Retirement Income Inadequacy Increases Significantly after $150,000
In a Study for the Institute for Research on Public Policy, No. 17, April 2011, ‘Projecting the Adequacy of Canadians’ Retirement Income,’ Michael C. Wolfson found that “about half of the late baby boom generation with mid-level earnings... Full story > |
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Welcome To The Family Wealth Management Business
According to various estimates, there are currently approximately 28,000 households in Canada with investable assets in excess of $10 million. Full story >
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Adventures In Fractional Ownership
While my husband and I always dreamed of owning a cottage, it just didn't make sense to buy and maintain another property we could only use a few weeks a year. Full story > |
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The FIT FACTOR
Like a sports team, your organization is only as good as the weakest link: Sport focuses on talent that fits because winning depends on it. Full story > |
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RRSPs Overlooked As Personal Net Worth
While many entrepreneurs count the value of their business as a key component of personal net worth and a significant contributor to retirement income, it's also essential to establish a Registered Retirement Savings Plan (RRSP) and to maximize contributions to it. Full story > |
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Business Planning: An Entrepreneur's Key Success [Planning] Tool
As an entrepreneur, you are at the core of economic development, creating both jobs and wealth. Don’t let unexpected illness or sudden death send your accomplishments up in smoke on account of poor planning. Full story > |
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Fee-only Financial Planning
Financial planning is not just about investments and insurance – and it is definitely not doled out by your father’s door-to-door salesman type of financial advisor any more. Full story > |
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The Only Relevant Investment Benchmark
Most people agree that bad habits are hard to break. The unfortunate reality, though, is that the global investment management industry has developed a really bad habit over the past several decades. Full story > |
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Driving Female Talent Development Through Mentoring
The career advancement gender gap is closing. A new report indicates that, in America, 2010 saw the lowest income disparity between the sexes on record, currently at 17 per cent, down from 24 per cent a decade ago.
Full story > |
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The Regulatory Bug
In the past two years, the fastest growing industry globally has been regulation.
Full story > |
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Saving For Retirement – What Is Your Equilibrium Point?
Worried about whether you’re saving enough for retirement? You may not be doing as badly as you think.
Full story > |
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'Climate Change' Fails to cool luxury auto sales
Although the media is overflowing with talk about the way ‘climate change’ is forcing people into smaller and more economical vehicles, upscale automakers apparently haven’t heard about it yet. Full story > |
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When it comes to retirement, planning is everything
U.S. President Dwight D Eisenhower once said, “Plans are nothing; planning is everything.” Full story > |
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Lots Of Action In The Super-Sedan Segment
Although some manufacturers of luxury automobiles are sulking over slow sales and coming up with various reasons why their bottom lines aren’t looking too good right now, a solid number are recording exceptionally strong performances. Full story > |
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Preserving personal wealth
Driven by low interest rates and easy credit, businesses and consumers have been taking on excessive leverage and ignoring downside risk. That same leverage is now being unwound and financial asset prices are falling dramatically. Full story > |
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Destination Clubs Recover From Crisis
While the turbulence of the financial markets and the decline of real estate values on a global level have left few industries unaffected, these were just a few of the comments that executives within the Destination Club industry made as their clubs were forced to cease operations in late 2008 and early 2009. Full story > |
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How Changes To 5th Protocol Affect Internationally Mobile Employees
The fifth protocol to the 1980 Canada-U.S. Tax Treaty contains three changes of particular interest to high net-worth individuals moving between these two countries. Full story > |
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Estate Planning - Preserving The Family Cottage
Whether it’s the cabin, condo, chalet or cottage, your vacation property is likely full of happy family memories that you wish to preserve for future generations. Full story > |
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Banks stepping up services for the affluent market
High net worth individuals represent a strong and growing sector in Canada – one which banks are closely watching and trying to attract as customers. Full story > |
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Even the rich are gearing down
A lot of Canadians have grown rich this decade from sky-high commodity prices for oil, gold, potash, nickel, and coal, as well as increases in real estate values. Full story > |
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Effective philanthropy made easy
Charity is as old as recorded history. Individuals and organizations are motivated to give to charity for a variety of reasons. Some just have an impulse to give in order to help others. Full story > |
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Here is a sampling of articles that have appeared in Private Wealth Canada magazine over the last few years. If you would like a copy of any past issue/article please email Cathy with your name, address, etc., so we can mail you what you need. Thanks for your interest.”
The Family Vacation Property
Consider Your Big Neighbour To The South
Going Private With Your Investments
Private Residence Clubs Owning A Piece Of Paradise
Tailor-Made Benefits Plans For Top Executives
Negotiating Executive Severance Packages
Estate Planning For The Senior Executive
Using Trusts In Wills To Split Income
Executive Compensation: Should We Care? |
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