Last updated: Mar-29-2017

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Latest articles in the Fund Library

By Samantha Prasad | Thursday, March 30, 2017

By Samantha Prasad and Ryan Chua, Minden Gross LLP

Back on October 3, 2016, the Department of Finance introduced significant changes to the principal residence exemption (PRE) rules in order to “improve tax fairness by closing loopholes surrounding the capital gains exemption” as they relate to the sale of your home. The changes were aimed primarily at foreign investors of Canadian real estate, but they also catch many Canadian residents who, in the past, have been able to access the PRE and avoid paying capital gains tax on the sale of their principal residences. In this article, we will review what these changes mean for you. Before we get into the nitty gritty of the changes, let us first review the rules.


By Dave Paterson | Wednesday, March 29, 2017

RBC Global High Yield Bond Fund has an interesting mandate with a target mix that is split between high-yield bonds and emerging market debt. At the end of December, managers Jane Lesslie and Frank Gambino had the portfolio at roughly their target mix, with 52% invested in emerging market bonds and 45% in high-yield debt. They had taken some profits off the table in the high-yield space, and had added to the emerging markets exposure after the U.S. election. The fund’s strategy has produced some stellar results, especially in 2016, when it won the Fundata FundGrade A+™ Award for the second time.


By Knowledge Bureau | Tuesday, March 28, 2017


By Evelyn Jacks

The March 22 federal budget contained only a few specific tax provisions of interest to investors, mostly of a technical nature. Here’s a summary:


By Gordon Pape | Monday, March 27, 2017


Two of my recommended U.S. bank stocks JPMorgan Chase (NYSE: JPM) and Wells Fargo & Co. (NYSE: WFC) announced two very different sets of financial results for their 2016 year-end. The former blew by analysts’ estimates with a year-over-year earnings gain of 24%. The latter left investors deeply disappointed, posting a profit drop of 5.4% from the year before. What accounts for the wide disparity in two of America’s largest financial institutions?


By Fund Library News Wire | Friday, March 24, 2017

By Mike Keerma

* Stocks sag through the week.
* Manulife merges funds into new portfolios
* TD debuts ETF portfolios.

* Stocks sag through the week. The senior U.S. stock indices sagged through the week and closed Friday with weekly losses as a major healthcare bill was pulled by Republicans before it could be put to a vote in the House of Representatives. The S&P 500 Composite Index lost 1.4% on the week, while the Nasdaq Composite Index slid 1.2%. Toronto’s S&P/TSX Composite Index ended the week virtually flat, logging a hairline -0.3% loss, as a 1.4% weekly gain in the price of gold buoyed gold stocks, while the Trump Administration’s approval of TransCanada Corp.’s (TSX: TRP) Keystone XL pipeline helped support the energy sector at the end of the week, despite a -1.3% week-over-week decline in the price of crude oil.


More recent articles

By Fund Library News Wire | Friday, March 24, 2017
By Fund Library News Wire | Thursday, March 23, 2017
By Dave Paterson | Wednesday, March 22, 2017
By Gordon Pape | Tuesday, March 21, 2017
By Tyler Mordy | Monday, March 20, 2017
By Fund Library News Wire | Friday, March 17, 2017
By Robyn K. Thompson | Friday, March 17, 2017
By Fund Library News Wire | Thursday, March 16, 2017
By Dave Paterson | Wednesday, March 15, 2017
By Margaret O'Sullivan | Tuesday, March 14, 2017
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