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ADVISOR FOCUS - a newsletter from
11 March 2003

Current Issue | Subscribe to Advisor Focus | Back Issues

Canada's Two Biggest Pension Funds Announce '02 Results

TSX Changes and The State of Rates

  • 300 No More: S&P/TSX Could Cut 7 Stocks From Index
    And then there were 227 -- that's the number of companies remaining on Canada's equities-benchmark index. S&P's revamped criteria for inclusion will probably mean more companies will get dropped -- here's the lowdown on which names could be slated to be cut.
  • It's Time To Wake Up From Borrower's Fantasy Land
    "The glory days for borrowing are officially over", says Rob Carrick. What will climbing interest rates mean for your clients? Now's the moment for them to re-evaluate mortgage options, and consider what rate hops will mean for investments too.
  • Bank Stock Yields Lauded by Merrill
    Seeking safe haven in the current low- interest-rate environment? Merrill Lynch Canada Inc.'s chief market strategist states that yields of Canada's big-bank stocks "have never been more attractive." While the revenue outlook isn't spectacular, dividends create appeal. Where does the potential lie?

INVESTOR PROFILES: Ideas for Your Practice

  • Investor Relies on Common Sense
    The investor profiled here is a Vancouver salesman who says he learned to be frugal from his mother; now he meets once per quarter with an advisor, "armed with questions". You may recognize some of your "type-A" clients in this aggressive saver and goal-setter.
  •  Northern Same-Sex Couple Hope For A Sunny Retirement
    Andrew Allentuck profiles a same-sex couple who are concered about retirement.
    A financial advisor checks out their plan, and discovers their problems are less a matter of investments than of the laws that apply to same-sex couples. Read on for the details on legalities that may apply to some of your clients.