Skip to content

ARTICLES OF INTEREST

2
Jul

July Monthly Insight

“Turning Points……something occurred on June 11, 2014 that triggered significant harm to the Canadian stock market…  On that date, members of OPEC announced that they would not cut their oil production in the face of surging supply.”

Click here to read more – Monthly Insight – July 2015 – Turning Points

16
Jun

Family Business Planning Strategies

67% are at Risk of Succession Failure

If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good.  This has not changed over the years. Statistics show a failure rate of:

  • 67% of businesses fail to succeed into the second generation
  • 90% fail by the third generation

With 80% to 90% of all enterprises in North America being family owned, it is important to address the reasons why transition is difficult. Read more »

12
Jun

June Report from DM

Putting Size Advantage to Good Use

In the past, we’ve alluded to the inverse relationship that often exists between investment manager size and the ability to add value beyond the broad market index. This is especially true in Canada where, on one hand, banks and mutual funds have gathered massive amounts of investor capital (in many cases exceeding $100 billion) but on the other, many of the most attractive companies in the TSX are comparatively small.

Click here to read more:  DM-Monthly-Report-Jun-15.pd

11
Jun

Workers unprepared for financial impact of disabilities

Most Canadian workers would suffer severe financial hardship if they were forced out of work with a disability.

In fact, 76% believe that should they become disabled and unable to work for three months, there would be serious financial implications for their family, such as significant debt or an impact on retirement plans, finds an RBC Insurance survey.

Despite the concern, only 27% have discussed how a disability would financially impact their family. This number does not increase substantially among workers who’ve indicated that they’ve taken time off in the past because of a disability (33%).

Read more

 

Used with permission from Benefits Canada Magazine
©iStockphoto.com
« Older Entries
Newer Entries »