FORUM MAGAZINE
FORUM Magazine – January/February 2012
FEATURES
Is Canada Safe?
Canada emerged from the global economic downturn of 2008-2009 relatively unscathed, and today its economy remains strong compared with other nations. But how immune is Canada to the economic uncertainty facing Europe and the United States? With the possibility of another global economic recession, how will Canada be affected, and will it be different this time? Three leading Canadian economists weigh in.
The ETF Explosion
Exchange-traded funds (ETFs) have had a major surge in popularity over the last year as investors search for alternative ways to grow their portfolios. With the Canadian market capitalization at almost $40 billion, Michael Callahan looks at what makes ETFs so attractive, the various types of ETFs available today, and how to determine if they are right for your clients.
Convergence — The Next Wave
On November 23, 2011, industry leaders, regulators and financial advisors came together to share their perspectives on new products, regulatory responses and the role of the advisor at the third annual Advocis regulatory affairs symposium. At the heart of this year’s discussions was the alignment of advisor and consumer interests in an era of increased product complexity and global economic volatility. By Kristin Doucet
INSIDE:
Tax & Estate Planning: Doug Carroll on withdrawing RESP money
Corporate Insurance: Kevin Wark and Glenn Stephens on Finance’s concerns about EPSPs
The Small Business Client: Mike McClenahan on the HR challenge for small employers
Leadership & Growth: David Gray and Norm Trainor on sustaining growth amid succession planning challenges
Next issue: Profile of new Advocis chair
Editor's Letter – Kristin Doucet
Industry Roundtable: Economic Outlook 2012 – Is Canada Safe? by Leading Canadian Economists
Investing – The ETF Explosion by Michael Callahan
Industry Event – Convergence — The Next Wave by Kristin Doucet
Tax & Estate Planning – Withdrawing RESPs by Doug Carroll
Corporate Insurance – Profit Sharing by Kevin Wark & Glenn Stephens
The Small Business Client – The HR Challenge by Mike McClenahan
Leadership & Growth – Sustaining Growth by David Gray and Norm Trainor
The Final Word by Greg Pollock