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Wealthy Boomer  
Jonathan Chevreau's blog on the Financial Post.
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Parenting your Parents

Jul 2, 2009
    As many members of the "Sandwich generation" are by now well aware, baby boomers have family responsibilities for both the generation behind them -- their own children -- as well as the one ahead of them: their parents. The notion of...

The case against diversifying money managers -- from a financial advisor

Jul 1, 2009
   Disgraced Wall Street financier Bernard Madoff.   Photo by Timothy A. Clary/AFP/Getty Images In Monday's blog and Tuesday's paper -- "Trust is Madoff's biggest victim" -- I suggested one possible response of investors looking to avoid another...

Federal Court of Appeal finds investment managers charged GST in error on client accounts since 1991

Jun 30, 2009
Beacon Strategic (a UK based financial services management consultancy expanding into Canada), says Canadian  investors have a huge opportunity to claim back millions of dollars of Goods and Services Tax (GST) they have been incorrectly charged by...

He'll leave this earth "virtually unmourned." Madoff's impact on Managed Money.

Jun 29, 2009
The Last Judgement (1467-1471) by Hans Memling So said one of Bernie Madoff's victims, Burt Ross, shortly after the Ponzi schemer was sentenced to 150 years in prison. Ross's statement, which can be viewed here,  makes some colorful literary...

Risk appetite rising; 63% of money managers bullish on Canadian stocks while U.S. bulls fall to 45%

Jun 29, 2009
The latest quarterly Russell Investment Manager Outlook poll shows 45% of investment managers consider Canadian stocks undervalued versus just 21% who think they are overvalued. With an increased appetite for risk, 67% are now bullish on Emerging...


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