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As easy as ACB: Understanding and tracking adjusted cost base with ETFs

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain ACB reporting for ETFs

Foreign withholding taxes: How to estimate the hidden tax drag on U.S. and international equity index funds and ETFs

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain the ins and outs of foreign withholding tax on U.S. and international equity…

Tax loss selling: Using Canadian-listed ETFs to defer taxes on capital gains

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. OBJECTIVE No one likes losing money on an investment,…

Kicking the bucket strategy

Financial planner and market theoretician Jim Otar explains the problems with bucket strategies.

  • By: Jim Otar
  • October 24, 2013 August 22, 2019
  • 00:00

Tweaking withdrawals for lifelong income

A common misconception about retirement income planning is that if a portfolio doesn’t grow as planned, all you need to do is bring down withdrawals…

  • By: Jim Otar
  • October 23, 2013 August 22, 2019
  • 00:00

Understanding CRM II’s performance reporting requirements

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. The rules associated with Phase II of the Client…

Determinants of growth in distribution portfolios

Financial planner and market theoretician Jim Otar explains the most important factors impacting a portfolio’s growth as withdrawals are made during retirement.

  • By: Jim Otar
  • June 14, 2013 August 22, 2019
  • 00:00

Understanding beta and alpha

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. Beta basics For most investors, beta is the number…

  • By: Staff
  • April 23, 2013 August 22, 2019
  • 00:00

CE Course: ETFs In Depth

Earn CE credits “ETFs In Depth ” is eligible for CE credits, see Accreditation details for more information The ETF space continues to expand, with…

  • By: Staff
  • April 8, 2013 August 22, 2019
  • 00:00

CE Course: Stress Testing Your Retirement Plan: “How Big is My Cushion?”

Earn CE credits “Stress Testing Your Retirement Plan: ‘How Big is My Cushion?’” is eligible for CE credits, see Accreditation details for more information The…

  • By: Jim Otar
  • November 2, 2012 August 22, 2019
  • 00:00

CE Course: Perpetual Distribution Rates

Earn CE credits “Perpetual distribution rates” is eligible for CE credits, see Accreditation details for more information It might be a friend from your church,…

  • By: Jim Otar
  • May 17, 2012 August 22, 2019
  • 00:00

CE Course: Tax-efficient Investing: Part 2

Earn CE credits “Tax-efficient investing: Part 2” is eligible for CE credits, see Accreditation details for more information The questions for this course were written…

  • By: Staff
  • April 18, 2012 August 22, 2019
  • 00:00

Tax-efficient investing, part 1

Tax-efficient investing doesn’t mean tax-free investing

  • By: Staff
  • April 18, 2012 August 21, 2019
  • 00:00

CE Course: An in-depth look at commodity ETFs

Earn CE credits “An in-depth look at commodity ETFs” is eligible for CE credits, see Accreditation details for more information September 2011 brought back bad…

CE Course: An in-depth look at ETFs, Part 2

Earn CE credits “An in-depth look at ETFs, Part 2” is eligible for CE credits, see Accreditation details for more information The questions for this…

  • By: Staff
  • January 24, 2012 August 21, 2019
  • 00:00

CE Course: An in-depth look at ETFs, Part 1

Earn CE credits “An in-depth look at ETFs, Part 1” is eligible for CE credits, see Accreditation details for more information. The questions for this…

  • By: Mark Yamada
  • January 24, 2012 August 21, 2019
  • 00:00

CE Course: Lifelong retirement income: the zone strategy

One of the difficult decisions that must be made at the start of retirement is how to create lifelong income for your client

  • By: Jim Otar
  • January 23, 2012 August 21, 2019
  • 14:45

The Place of ETFs in Portfolio Allocation and Diversification

Asset allocation is the strategy investors follow to divide their money between different assets like stocks, bonds and cash. The underlying principle is that prices…

  • By: Mark Yamada
  • December 5, 2011 August 21, 2019
  • 14:49

CE Course: Tax-efficient Investing: principles, pitfalls and applications

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. While tax-advantaged vehicles such as RRSPs and TSFAs are…

Pension investing with ETFs

DC and RSP benefits are completely a function of contributions and the actual investment result for each employee. Employees are responsible for the outcome, not…

  • By: Mark Yamada
  • December 1, 2011 August 21, 2019
  • 14:44

Cross-border planning: updated

Given the number of Canadians who vacation in the U.S. each year, as well as those who move between borders for employment or other reasons,…