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Magazine Articles

Canadian equity fund identity crisis
Canadian MoneySaver Magazine (July 2004)

Noted Guarantees
Advisor's Edge Magazine (May 2004)

Safety can veil risk
Advisor's Edge Magazine (Mid-January 2004)

"Product sales are often driven by performance.That doesn't mean the hottest products are bad, but advisors need to assess their role in the portfolio, and understand the downside risk."

Unwrapping Wrap Accounts
Advisor's Edge Magazine (November 2003)

"Despite their obvious benefits, however, wrap accounts are still a work in progress. The industry recognizes this, too. Companies fighting for market share are continually modifying and improving their programs. The wrap concept is solid and could potentially flourish into a billion-dollar industry, but true success depends on how well the companies can solve these fundamental problems of this product."

Buying Into Past Fund Gains
Canadian MoneySaver Magazine (April 2003)

"A reader question I received from George in BC in May 2002 was aimed at the potential tax trap of buying into a fund that has built-up an accrued or unrealized capital gain. (I usually answer questions quickly but thought this one deserved its own article.) The fear is that newer investors would buy into something of a tax time bomb. As George put it, “That is great news for long-term holders but how could it influence new investors? It seems to me that new investors could be paying capital gains they did not participate in”."

The Opportunity That The Bear Created
Canadian MoneySaver Magazine (September 2003)

"In the April issue of MoneySaver, I wrote about buying a fund that has accrued gains from past successes. We saw that this issue is not one of double taxation, but rather of timing. In this follow up piece, I'll expand upon the tools used by fund managers to soften the mutual fund tax burden and look at the tax-related opportunity that exists today thanks to a painful bear market."

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