SPOTLIGHT: Much Ado About Dues
Members of Industry Group Balking at Hike in Dues
Advocis is cranking its membership fees by up to 50 per cent, a hike that has
some financial planners and insurers fuming. ''It is a mess,'' said one
insurance underwriter whose annual dues are skyrocketing from $490 to $744.
''They are pulling back services, charging us more and giving us less.'' Read
Keith Damsell's report.
PERSONAL INVESTING: Passion for
Give With a Passion and Get the Best Tax Relief
Donors realize instinctively that having a passion helps donors commit more
completely to philanthropy, give more of their time and money, and increase
their personal satisfaction and impact. Tim Cestnick
has some tips for making donations count.
INCOME TRUSTS: Victims of Success?
Getting a Fix on Broken Trusts
Income trusts, those all-Canadian, investment-banker-job-saving creations,
have had a great run for the past three years. Problem is, the best trusts are
getting absurdly expensive, according to Derek DeCloet.
Once Ignored, Calloway REIT Now a Major Player
Two years ago, Calloway Real Estate Investment Trust was the smallest REIT in
Canada. The struggle to get it listed on the Toronto Stock Exchange raised a
mere $50-million. Now it's Canada's top-performing REIT, with a total return
of more than 39 per cent. Gail El Baroudi takes a close look.
MUTUAL FUNDS: Package Deals, Cut-Rate
GOVERNANCE: Watching the Watchers
Create National Securities Body, Report Recommends
Stronger enforcement of white-collar
crimes and the creation of a national securities commission would improve
corporate governance in Canada, according to a new study by The Public Policy
Forum. Janet McFarland has the details.
Brokerages Reach Deal With Watchdog Over Market Timing
The brokerage arms of three of Canada's big banks have reached settlement
agreements with authorities for allegedly failing
to detect and prevent ''potentially harmful'' market timing activities in mutual
funds. Karen Howlett investigates.