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1 week ago | 
financialpost.com | Julie Cazzin |Christina Varga |John De Goey
FP Answers: When determining returns, include fees paid on investments along with adviser fees. Find out moreArticle contentQ. My plan is to retire at age 60. I am now 55. All my assets are in registered retirement savings plans (RRSPs), two-thirds of it in a fully managed account with a major brokerage. I find the returns quite mediocre, but according to my adviser they are excellent.
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2 months ago | 
financialpost.com | Christina Varga
Here’s what investors need to know about the selloff, the worst two-day market decline since the COVID pandemic. The S&P 500 index ended Friday in its worst two-day rout since March 2020, dropping more than 10 per cent and losing about US$5 trillion in value. The Nasdaq 100 declined by about six per cent, pushing it into bear market territory. The Dow Jones industrial average also fell more than five per cent.
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Jan 24, 2025 | 
financialpost.com | Julie Cazzin |Christina Varga
Q. I live in Ontario, am 64 years old, and just sold my home. I have a small registered retirement savings plan (RRSP) and will have a small company pension plan when I retire from my job. The company pension plan continues to pay the beneficiary for 15 years after I die. I currently have no will. I have four estranged children. The last I heard from friends is that three of them live in the same city as I do and the fourth lives elsewhere in the province.
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Dec 26, 2024 | 
financialpost.com | Christina Varga
Advertisement 1Here are some things to be aware of so as not to get in the crosshairs of the Canada Revenue Agency when renovating your home • • You can save this article by registering for free here. Or sign-in if you have an account. Article contentQ. If I tear down and then rebuild my principal residence of 32 years and sell it without moving in, will I have to pay any capital gains tax or Harmonized Sales Tax (HST)?
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Jun 12, 2024 | 
canadianfamilyoffices.com | Christina Varga
Advertisement 1Montreal-based research firm Sustainable Market Strategies and its sister company, Nordis Capital, are focused on sustainability • Article contentAs investors are souring on the simplistic and greenwash-susceptible notion of ESG, a Montreal asset manager and associated investment research firm are clear on their focus on alpha with sustainability and impact investing at the core.
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Mar 21, 2024 | 
canadianfamilyoffices.com | Christina Varga
Advertisement 1Video: We convened a panel of women to talk about their lived experience taking the reins of their family business. This is Part 3 • Article contentAs a wave of wealth and business transfers is happening across the country, the women in the next generation can have a unique journey to leadership. As co-editor of Canadian Family Offices, I sought the succession stories of three women who took on their family’s business.
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Mar 14, 2024 | 
canadianfamilyoffices.com | Christina Varga
Advertisement 1Video: We convened a panel of women to talk about their lived experience taking the reins of their family business. This is Part 2 • Article contentAs a wave of wealth and business transfers is happening across the country, the women in the next generation can have a unique journey to leadership. As co-editor of Canadian Family Offices, I sought the succession stories of three women who took on their family’s business.
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Mar 7, 2024 | 
canadianfamilyoffices.com | Christina Varga
Advertisement 1Video: We convened a panel of women to talk about their lived experience taking the reins of their family business. This is Part 1 • Article contentFrom being mistaken for the assistant at trade shows, to earning credibility on the warehouse floor, these female presidents and CEOs faced unique challenges when they took over the family business. Advertisement 2Article contentWe apologize, but this video has failed to load.
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Dec 22, 2023 | 
canadianfamilyoffices.com | Christina Varga
Advertisement 1Stories of family giving and advice on how to approach philanthropy from archive stories in Canadian Family Offices • Article contentCharitable giving can span a range from spur-of-the moment decisions to a multigenerational strategy through a family foundation. Advertisement 2Article contentArticle contentAt the same time, factors like faith, a personal tragedy and generational trends can affect how people give and to what kind of causes.
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Nov 2, 2023 | 
canadianfamilyoffices.com | Christina Varga
Advertisement 1When Jim Burton exited his business, PPI Management, he created the Ottawa-based James A. Burton and Family Foundation as project for the whole family • Article contentThere is no one path for rising generations in enterprising families. In this series we talk to members of next generations, whether they take on a role in the family business, its foundation or its wealth stewardship, or to carve their own path. Advertisement 2Article contentWhen Jordie Burton’s father, James A.
