31ST CITIC CLSA Investors' Forum Highlights
07 Oct 2024Our CEO and Chief Investment Strategist, Sharon Watkins, recently attended Asia’s premier and longest-running investor forum to unpack the critical macro, geopolitical, and strategic issues that will shape portfolios in the years to come. Hong Kong was bustling as always. Conversations were open and dynamic.
Can You Leverage the New Canadian Entrepreneurs’ Incentive?
09 Sep 2024To start and scale a business, entrepreneurs require substantial capital for investments in workforce, technology, and infrastructure. The 2024 federal budget introduced a new Canadian Entrepreneurs’ Incentive (CEI) aimed at driving economic growth and boosting productivity, but the draft severely misses the mark.
Concentration Risk: Comparing Apples to Apples
09 Aug 2024Concentration risk can be a double-edged sword, offering the potential for significant gains but also exposing investors to devastating losses. Recent market trends have amplified this risk, making it crucial for investors to understand and manage their portfolio concentration effectively.
Every Investor’s Biggest Stumbling Block: Loss Aversion
09 Aug 2024If you were offered a guaranteed 5% return on your investment versus a 50/50 chance to earn 15% or nothing, which would you choose? Similarly, would you pursue a $1,000 prize at the risk of incurring a $1,000 penalty? These questions, rooted in behavioural economics, reveal a fundamental aspect of human nature: loss aversion.
Now What? The Benefit of a Capital Gains Reserve After the Inclusion Rate Hike
26 Jun 2024While the window for major dispositions has closed, taxpayers still have options in light of the CGIR changes. One such strategy, often overlooked but now more valuable than ever, is the capital gains reserve.
Understanding Life Interest Trusts: A Guide to Mitigating Capital Gains Tax Impact
23 May 2024Life interest trusts are often used in estate planning to bypass probate, ensure privacy and confidentiality, act as a substitute for a will, and ensure ongoing benefit from assets while preserving family legacies.