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ADVISOR FOCUS - a newsletter from globeadvisor.com
12 February 2004

Current Issue | Subscribe to Advisor Focus | Back Issues


SPOTLIGHT: LSIFs and RRSPs

 

  • Debt-Focused Labour-Sponsored Funds
    Labour funds have always been popular during the RRSP season, largely because of their enticing tax credits, which range between 15 per cent and 35 per cent.

    But in the three years ended Dec. 31, 2003, the average labour fund posted an annual loss of 10.8 per cent. However, some experts predict that a new batch of labour funds that invest in debt instead of equity might be popular with investors. Read Gail El Baroudi's full report.

  • Take a Pass on ‘Capital Repayment LSIFs’
    As Dan Hallett, CFA, writes, Community Small Business Investment Funds (CSBIF) offering a repayment of capital at the end of a specified time frame were good sellers last year, raising more than $100 million. But Hallett offers a number of reasons to 'Just Say No' to CSBIFs.

FUND SCANDALS: OSC and Trading Practices...Tom Hockin

  • OSC Asks Fund Firms for More Data on Their Trading Practices
    The Ontario Securities Commission has asked nearly three dozen mutual fund companies to turn over reams of information on their trading practices, as part of its probe into potential late trading and market timing. Karen Howlett explains.

  • IFIC: Not Everyone is Happy with Tom
    As Rob Carrick writes, "It's hard to avoid that nagging feeling that investors aren't happy with the fund industry." The latest figures show that while money is flowing into certain niches, the fund companies that got fat off the industry's growth in the 1990s are losing money on a net basis. Read Rob Carrick interview with IFIC's Tom Hockin.


INVESTMENT STRATEGIES: RRSP Gurus, Shunned Funds...


RETIREMENT STRATEGIES: Reverse Mortgages, RRIF Primer

  • Reverse on Reverse Mortgages
    Fact: More than 5,800 Canadians have reverse mortgages, secured by about $1.2-billion in real estate. Opinion: Many pros turn thumbs down on using reverse mortgages to fund a retirement savings plan.
  • Older Investors Write Next Retirement Savings Chapter
    Gail El Baroudi prepares this primer on RRIFs, which you can email to clients who may be turning 69 in 2004. Read the full report.