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Thinking of an MBA in Finance? How About the CFA? Perhaps You Should Try The CFA+MBA Program at the Goodman Institute of Investment Management at Concordia University

Analysis / Insights Having long harbored the desire to be a Chartered Financial Analyst (CFA) enroute to becoming a portfolio manager, we’ve been somewhat surprised at the dearth of post-secondary institutions in Canada that integrate the CFA program into their business/finance related graduate offerings. The Charlottesville, Virginia based CFA Institute lists 46 post-secondary institutions as partners in North [...]

Having long harbored the desire to be a Chartered Financial Analyst (CFA) enroute to becoming a portfolio manager, we’ve been somewhat surprised at the dearth of post-secondary institutions in Canada that integrate the CFA program into their business/finance related graduate offerings. The Charlottesville, Virginia based CFA Institute lists 46 post-secondary institutions as partners in North [...]

Outlook For The Canadian Economy, Equities, Crude Oil & Natural Gas with Robert A. Floyd, CFA

Interviews Always curious as to the thoughts and opinions of portfolio managers, we are thrilled to present below our interview with a 29 year veteran of the capital markets, Robert A. Floyd. Robert is the lead manager at R.A. Floyd Capital Management. His investment experience spans 29 years and has managed assets up to $1.7 billion [...]

Always curious as to the thoughts and opinions of portfolio managers, we are thrilled to present below our interview with a 29 year veteran of the capital markets, Robert A. Floyd. Robert is the lead manager at R.A. Floyd Capital Management. His investment experience spans 29 years and has managed assets up to $1.7 billion [...]

The Top 10 Investing and Personal Finance Articles This Week

Personal Finance A lot has transpired in the investing and personal finance spheres this past week. If you didn’t get a moment to read through all the tips, how-tos and commentary published around the blogosphere, rest assured, we’ve rounded up our favorites and created a short and sweet list for some awesome weekend enjoyment. Personal Finance 1. [...]

A lot has transpired in the investing and personal finance spheres this past week. If you didn’t get a moment to read through all the tips, how-tos and commentary published around the blogosphere, rest assured, we’ve rounded up our favorites and created a short and sweet list for some awesome weekend enjoyment. Personal Finance 1. [...]

How To Minimize Your Estate Distribution Costs

Personal Finance Most people are unaware of what can be done to minimize taxes and fees payable at death. First, let’s review how the value of your estate may be reduced before it is distributed to your beneficiaries. Income Taxes At death, the Canada Revenue Agency (CRA) requires a terminal income tax filing. All income received by [...]

Most people are unaware of what can be done to minimize taxes and fees payable at death. First, let’s review how the value of your estate may be reduced before it is distributed to your beneficiaries. Income Taxes At death, the Canada Revenue Agency (CRA) requires a terminal income tax filing. All income received by [...]

4 Steps to a Well Planned Estate Distribution

Personal Finance Estate planning is the strategy of determining who will act on your behalf in the distribution of your estate, to whom and how your assets will be distributed and the arrangement of assets while living, in order to minimize taxes and hasten asset distribution to your heirs. Most people do not want the government to [...]

Estate planning is the strategy of determining who will act on your behalf in the distribution of your estate, to whom and how your assets will be distributed and the arrangement of assets while living, in order to minimize taxes and hasten asset distribution to your heirs. Most people do not want the government to [...]

4 Questions To Consider When Choosing Your Investment Advisor

Personal Finance Catherine Dorazio, B.Comm, MBA, CIM is a Vice President & Investment Counselor with Connor, Clark & Lunn – Private Capital in Vancouver, British Columbia, Canada. Catherine develops investment management strategies for affluent Canadians, foundations and institutions and can be reached at [cdorazio@cclgroup.com] or 604-643-5829. It is of great importance to trust your investment professional. Having [...]

Catherine Dorazio, B.Comm, MBA, CIM is a Vice President & Investment Counselor with Connor, Clark & Lunn – Private Capital in Vancouver, British Columbia, Canada. Catherine develops investment management strategies for affluent Canadians, foundations and institutions and can be reached at [cdorazio@cclgroup.com] or 604-643-5829. It is of great importance to trust your investment professional. Having [...]

Short Term Canadian Natural Gas Pricing And Deliverability Outlook

Analysis / Insights On March 31, 2010, the National Energy Board (NEB) in Canada released a report entitled the “Energy Market Assessment (EMA) Short-term Canadian Natural Gas Deliverability, 2010–2012,” scrutinizing the elements that affect the supply of natural gas in the short term. Overall natural gas production in Canada is forecasted to decline through 2012 as a result [...]

On March 31, 2010, the National Energy Board (NEB) in Canada released a report entitled the “Energy Market Assessment (EMA) Short-term Canadian Natural Gas Deliverability, 2010–2012,” scrutinizing the elements that affect the supply of natural gas in the short term. Overall natural gas production in Canada is forecasted to decline through 2012 as a result [...]

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