Globe Wealth - Page 10 - The Globe and Mail

December 5, 2016

Paying attention to what successful investors are doing with their money can be like a “master class” in investing and risk management.

Paying attention to what successful investors are doing with their money can be like a “master class” in investing and risk management.

Where high-net-worth investors are putting their money right now

December 4, 2016

Portfolio manager Andrea Horan is photographed outside her downtown Toronto office on Nov. 30, 2016.

Portfolio manager Andrea Horan is photographed outside her downtown Toronto office on Nov. 30, 2016.

Why this portfolio manager is buying U.S. financials and Canadian lifecos, but not resources

November 28, 2016

IPS is intended to guide the family in the right direction of investment practices of their assets while reducing internal family conflicts.

IPS is intended to guide the family in the right direction of investment practices of their assets while reducing internal family conflicts.

Why your family needs an investment policy statement

Thane Stenner

November 24, 2016

This file photo taken on August 17, 2016 shows an arrangement of British 20 pound bank notes. Ireland is suffering because of Brexit. The pound has lost almost 20 per cent against the euro since the June referendum, squeezing the profit margins of Irish exporters. Irish mushroom farmers, who ship 80 per cent of their production to Britain, are going out of business.

This file photo taken on August 17, 2016 shows an arrangement of British 20 pound bank notes. Ireland is suffering because of Brexit. The pound has lost almost 20 per cent against the euro since the June referendum, squeezing the profit margins of Irish exporters. Irish mushroom farmers, who ship 80 per cent of their production to Britain, are going out of business.

In Britain, a small group of high earners pay most of the tax bill

November 20, 2016

Christine Day

Christine Day

How former Lululemon CEO Christine Day invests her money

November 17, 2016

A year-end tax checklist for retirement plans

November 10, 2016

Follow these 11 tips as the year comes to a close to add tax savings to investment returns

Follow these 11 tips as the year comes to a close to add tax savings to investment returns

A year-end tax checklist for investors

November 6, 2016

The Canada Revenue Agency headquarters in Ottawa is shown on November 4, 2011.

The Canada Revenue Agency headquarters in Ottawa is shown on November 4, 2011.

Tackling how your portfolio options get taxed

October 28, 2016

<p>The Manhattan skyline, as seen in 2015.</p>

<p>The Manhattan skyline, as seen in 2015.</p>

Losing ground: Why Canada’s grip on U.S. real estate is slipping

October 27, 2016

‘Protective collar’ approach can shield investors if a stock falls while also providing upside potential and deferring tax on the shares

‘Protective collar’ approach can shield investors if a stock falls while also providing upside potential and deferring tax on the shares

How an options strategy can protect you on the downside – and defer tax

October 16, 2016

Joseph Mimran, seen in September, 2012, believes in buying stocks that you understand. His portfolio includes long REITS, big-cap dividend paying stocks and certain major tech plays.

Joseph Mimran, seen in September, 2012, believes in buying stocks that you understand. His portfolio includes long REITS, big-cap dividend paying stocks and certain major tech plays.

How Joseph Mimran, founder of Club Monaco and Joe Fresh, invests his money

October 13, 2016

Many high net-worth individuals continue taking profits in real estate (an asset that has served them well since the 2009 bottom) and shift into defensive mode.

Many high net-worth individuals continue taking profits in real estate (an asset that has served them well since the 2009 bottom) and shift into defensive mode.

Real estate could be the multivitamin your portfolio needs

October 9, 2016

The U.S. election, the upcoming earnings season and a potential U.S. rate hike could negatively impact dividend stocks.

The U.S. election, the upcoming earnings season and a potential U.S. rate hike could negatively impact dividend stocks.

Dividend stocks headed into stormy stretch

October 6, 2016

A real estate for sale sign is pictured in front of a home in Vancouver, British Columbia on October 4, 2016

A real estate for sale sign is pictured in front of a home in Vancouver, British Columbia on October 4, 2016

How principal-residence tax changes will affect every Canadian homeowner

October 2, 2016

Christine Poole of GlobeInvest Capital Management in her Toronto office on Sept. 29.

Christine Poole of GlobeInvest Capital Management in her Toronto office on Sept. 29.

Why this high-net-worth fund manager is buying Fortis, Enbridge and Canadian banks

September 29, 2016

Grandfather and grandchild walking.

Grandfather and grandchild walking.

Seniors, an estate freeze can help cap your final tax bill

Tim Cestnick

September 22, 2016

Even in cases where tax avoidance or deferral isn’t a main reason for making the investment – in which case the OIFP rules should not apply – the taxman may choose to apply the rule anyway.

Even in cases where tax avoidance or deferral isn’t a main reason for making the investment – in which case the OIFP rules should not apply – the taxman may choose to apply the rule anyway.

Four tips for those investing in offshore funds

September 15, 2016

Federal revenue agency is placing an unfair onus on people to prove that their investment decisions were not made to dodge taxes.

Federal revenue agency is placing an unfair onus on people to prove that their investment decisions were not made to dodge taxes.

The Canada Revenue Agency is on an offshore-investing witch hunt

Tim Cestnick

September 11, 2016

Douglas Porter, chief economist at BMO Nesbitt Burns, says his investment philosophy revolves around buying ‘high quality.

Douglas Porter, chief economist at BMO Nesbitt Burns, says his investment philosophy revolves around buying ‘high quality.

How BMO chief economist Douglas Porter invests his own money

September 4, 2016

How high-net-worth investors think about risk

Thane Stenner

August 28, 2016

flying dollar bills in stack, the concept of success

flying dollar bills in stack, the concept of success

Despite high U.S. markets, wealthy individuals are investing in cash

Thane Stenner

August 5, 2016

Vancouver couple with bulk of their assets in real estate urged to diversify

August 3, 2016

When you’re considering which stocks to buy, focus on companies with the potential to increase dividends/distributions on a regular basis.

When you’re considering which stocks to buy, focus on companies with the potential to increase dividends/distributions on a regular basis.

Gordon Pape: Six dividend growers for income investors

August 2, 2016

Behavioural biases affect the way we process market information.

Behavioural biases affect the way we process market information.

How the ultra wealthy are positioning their portfolios

July 29, 2016

Contrary to what you may have heard, it’s not necessary to take on a lot of risk in order to generate attractive returns.

Contrary to what you may have heard, it’s not necessary to take on a lot of risk in order to generate attractive returns.

Seven things I’ve learned about investing

July 19, 2016

Time to scale back your investments in real estate

July 15, 2016

Under new regulations that went into effect on July 15, investment firms will have to provide personalized accountings of both your investment returns and the dollar amount of fees received in connection with your account.

Under new regulations that went into effect on July 15, investment firms will have to provide personalized accountings of both your investment returns and the dollar amount of fees received in connection with your account.

What new disclosure rules for advisory fees mean for investors

July 15, 2016

We answer three tax-related questions about RRSPs.

We answer three tax-related questions about RRSPs.

Debunking another RRSP myth

July 14, 2016

Life insurance is an investment that can yield benefits, during your lifetime and after you're gone.

Life insurance is an investment that can yield benefits, during your lifetime and after you're gone.

Life insurance isn’t taboo. It’s a creative tool

Tim Cestnick

July 8, 2016

Anti-RRSP arguments are merely financial urban legends

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