Last updated: Jul-30-2014

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Latest articles in the Fund Library

By Susan Yates | Thursday, July 31, 2014

Is life insurance a true financial asset? In some provinces it is, and you can sell a policy like any other financial asset you own (see my article on this). However, for incorporated businesspeople and professionals, it may be possible to transfer a personal life insurance policy to a corporation or other prescribed entity, especially if the shareholder faces medical or health problems that make purchasing new insurance too costly.


By Dave Paterson | Wednesday, July 30, 2014

With worries over the European economic situation lessening, European equities have been on a pretty strong run of late, with the Chou Europe Fund leading the European Equity mutual fund pack. It was one of the top performers over the five years ending June 30, gaining an average of 16.3% per year. For the past year alone, it gained an impressive 27%. The fund kept its Fundata FundGrade® A-Grade for June, and achieved the Fundata FundGrade A Rating™ in 2013.


By Fund Library News Wire | Tuesday, July 29, 2014

By Evelyn Jacks


Retroactive tax hikes hurt family financial plans and make it difficult for them to responsibly plan for their financial futures. Yet, that’s exactly what’s at stake with Ontario’s significant tax hikes on high earners and small business, reintroduced in its July 2014 budget. To preserve wealth in 2014 and offset higher taxation on income, planning to minimize personal tax during work life and at retirement must begin immediately for business owners, employees with higher incomes, and in particular, with executors who will preside over a significant untaxed estate.


By Gordon Pape | Monday, July 28, 2014


The iShares franchise, which is owned by BlackRock Asset Management Canada, dominates the ETF market in this country with an estimated share of about 80%. But a new player from south of the border is threatening to make things interesting.


By Fund Library News Wire | Saturday, July 26, 2014

Toronto’s S&P/TSX Composite Index gained 1.2% on the week, on broad-based strength across the market, as positive earnings from Canadian National Railway Co. (TSX: CNR) and Loblaw Cos. (TSX: L) goosed investor sentiment, sending the index to a record-high close of 15,455.04 on Friday. U.S. stocks closed the week flat on a weak earnings report from Inc. (NASDAQ: AMZN) and softer outlook from Visa Inc. (NYSE: V).


More recent articles

By Robyn K. Thompson | Saturday, July 26, 2014
By Reid Baker  | Thursday, July 24, 2014
By Dave Paterson | Wednesday, July 23, 2014
By Wilfred Hahn | Tuesday, July 22, 2014
By Patrick McKeough | Monday, July 21, 2014
By Robyn K. Thompson | Saturday, July 19, 2014
By Fund Library News Wire | Friday, July 18, 2014
By Fund Library News Wire | Thursday, July 17, 2014
By Dave Paterson | Wednesday, July 16, 2014
By Fund Library News Wire | Tuesday, July 15, 2014
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