Last updated: Dec-01-2015

Welcome to the Fund Library!
What's new at the Fund Library
A unique forum for articles, insight, and opinion from Canada’s leading money managers and investment professionals.
Recently added:Why we’re rotating away from U.S. equities
News, views and advice on markets, investments, and wealth management.
Recently added:Pat McKeough on becoming a landlord
Check here for the annual best of the best of Canadian funds.
Check here for current monthly
A-Grade funds.

Latest articles in the Fund Library

By Olev Edur | Tuesday, December 01, 2015

What tales the numbers tell sometimes. Fundata performance statistics for most time frames through October 2015, from one month to ten years, show that U.S. equity funds ranked near the top among all 52 fund categories. Index funds, like the CIBC NASDAQ Index Fund and the Scotia NASDAQ Index Fund, both with the Fundata FundGrade® A Rating, reaped the benefits with top-performance in the sector. While that’s partly a currency story for Canadians, the numbers also seem to be a testament to the strength and resiliency of our southern neighbor’s business sector.


By Gordon Pape | Monday, November 30, 2015


If you’ve ever tried to buy a bond for your account, you know how frustrating it can be. There’s nowhere to check current prices – no central market place like the TSX for stocks. Brokers carry some bonds in inventory, but your adviser may not have the specific one you want. If it is available, it will probably be at a price and yield that bear little resemblance to what you saw in the newspaper, a newsletter, or on-line. That’s because the broker is acting as a dealer and can sell bonds at whatever the traffic will bear. So what can you, as a retail investor do? Not much, it turns out. But there's a move afoot to try to change things.


By Fund Library News Wire | Friday, November 27, 2015

By Mike Keerma

After a week of trading shortened by U.S. Thanksgiving Day and Black Friday market closures, the big U.S. indices held their own on thin volumes, neither advancing nor declining noticeably from the previous week’s close. The S&P 500 Composite Index and the Nasdaq Composite Index posted hairline advances on the week, as a Friday selloff in energy issues, triggered by a drop in crude oil prices, weighed on market sentiment. The S&P/TSX Composite traded all week, but with no guiding signals emanating from U.S. markets on Thursday and half of Friday, Toronto’s benchmark edged down -0.5% on the week on falling energy and  gold prices.



By Robyn K. Thompson | Friday, November 27, 2015

Q – I’m wondering if there’s a deadline for contributions to a Tax-Free Savings Account. If I don’t contribute this year, will I lose that contribution opportunity forever? And also, should I try to contribute the maximum $10,000 contribution that was set by the previous Conservative government for 2015? I’ve read that the new Trudeau Liberal government is promising to roll back the increase to previous levels and disallow the increased 2015 contribution. – Jason C., Moncton, New Brunswick


By Samantha Prasad | Thursday, November 26, 2015

The Small Business Deduction is an incredibly lucrative tax break for family-owned businesses. But what the Canada Revenue Agency gives it can also take away. In a previous article I looked at an annoying tax trap called the “association trap” that can get you embroiled in all sorts of tax trouble if you’re involved with related companies. In this article, I’ll go a step further and show you how estate freezes can get you even more tangled in the associated business tax trap.


More recent articles

By Dave Paterson | Wednesday, November 25, 2015
By Knowledge Bureau | Tuesday, November 24, 2015
By Fund Library News Wire | Monday, November 23, 2015
By Fund Library News Wire | Friday, November 20, 2015
By Robyn K. Thompson | Friday, November 20, 2015
By Fund Library News Wire | Thursday, November 19, 2015
By Dave Paterson | Wednesday, November 18, 2015
By Susan Yates | Tuesday, November 17, 2015
By Gordon Pape | Monday, November 16, 2015
By Fund Library News Wire | Friday, November 13, 2015
  • Article Archive
    Find a Stock

    (Leave blank for all)
    Symbol   Name
    Forgot your password?
    Register now
    Tech Support
    For general inquiries, please email the Librarian.
    Home |  Features |  Member Services |  Tools |  Funds |  About Us
    For any questions or problems with this site, please contact the Librarian.
    Page ID: 10:00:0000:00000000:10/19/2015:2:38:19 PM Duration of this visit: 0 sec.