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ADVISOR FOCUS - a newsletter from
23 May 2003

Current Issue | Subscribe to Advisor Focus | Back Issues

SPOTLIGHT: On Wise Investing


DEATH AND TAXES: Preparing Clients for the Inevitable

  • Never Too Early To Put Succession Plan In Place
    Two-thirds of Canadian family-owned businesses haven't initiated a succession- planning process, which can hurt the business's ability to survive. Read the article for some useful tips on kick-starting the planning.
  • After-Tax Returns Are What Matter To Fund Investors
    Between 1991 and 2001, the average Canadian-managed equity or balanced mutual fund lost a full 1.35 per cent, compounded annually, to income tax on distributions alone. Read Tim Cestnick's research and the implications for funds invested outside of registered plans.

Pension Plans in Peril: OSFI
Why has Ottawa's pension regulator put many defined-benefit pension plans on its "watch list"? Because down markets have put payouts in jeopardy. Learn how the corporate pensions your clients take for granted could be under threat.

INDUSTRY UPDATE: The Fed's Green Light, and Shareholders Seeing Red

Inflation Outlook Spurs Prices
Long-term bonds are being pushed up on economic news. The Fed's moves have given a "green light" to bond holders, and analysts expect inflation to continue to slow.

Why Not Try Compensating Investors?
Instead of doling out megabucks to underperforming execs at places like Hollinger and Magna, Eric Reguly writes, public companies should be letting investors share in the spoils of success or face the consequences of greed.