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By Dan Hallett, CFA, CFP It’s been a busy month. I wrote in the mid-February issue of Investment Executive about how the fund industry likes to have its cake and eat it too when it comes to asset allocation. In the February 23 issue of MoneySense Magazine, I address the risks of locking into 5-year GICs. Then, … by Bill Rourke, President, Salentica Inc. Every quarter (or month) wealth firms get in front of their clients in a highly visible and lasting way when they send out their client statements. Unlike meetings, a client’s statement will be around for months or years. The statement represents the wealth firm’s brand. Wealthy clients today are looking and … by David Lewis, Owner, taggartGALT Consulting Corporation Good morning all. I am at Holt Renfrew drinking expresso and waiting for Michelle, my significant other to finish with her hair appointment. Anyone else realize that this is a 4-hour experience? Anyway, as you may know, I am not a tax lawyer, CA or CPA. I am a student … Dan Hallett, Vice-President & Director, Asset Management, HighView Financial Group was quoted on February 18, 2010 in the following article. Dan Hallett Vice-President & Director, Asset Management, HighView Financial Group, was quoted in The Financial Post on Thursday February 18, 2010. By Greg Rodger, CFA A great article appeared today in The Family Wealth Report that discusses the importance of Goals Based Planning as well as the traction this important concept is gaining within the wealth management industry. By: Mark Barnicutt, MBA, CFA & Dan Hallett, CFP, CFA For years now, the fees that mutual fund investors pay, have been primarily integrated fee structures that cover three components: 1. Investment Management – the fees to the money managers who select the underlying securities 2. Fund Management – the fees that cover the operation and ongoing management of … by David Lewis, Owner, taggartGALT Consulting Corporation Before I begin suggesting ideas and strategies as well as any political commentary I would like to extend a heartfelt thank you to Gary and the rest of the team at HighView. I will be submitting various items that will always be tax based. At taggartGALT we … Dan Hallett, Vice President & Director, Asset Management at HighView Financial Group, comments in the Globe & Mail, Report On Business, on actively managed ETFs launched yesterday by AlphaPro Management. If you would like to read a copy of this article, please click on the link below. By Dan Hallett, CFP, CFA Investors would rather invest in something that distributes a regular amount of cash than sell their shares to generate cash flow. This psychological phenomenon seems to hold no matter what the source of cash distributions. Add perceived tax-friendliness and it’s no wonder that T series mutual fund units are so popular. …   ----------------------- |
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