From capital gains to CPP to title protection, industry experts had strong opinions about the topics that matter to advisors.Globe Advisor’s expanding coverage during the past few years has resulted in more people within the investment industry taking notice. In turn, more of them have offered their opinions and viewpoints on key matters, complementing the excellent coverage that our staff reporters and freelancers provide on a daily basis.
Although insurance can be useful to all Canadians with assets, Andrew Feindel, portfolio manager and investment advisor with Richie Feindel Wealth Management at Richardson Wealth Ltd., explores how it’s particularly important for business owners and entrepreneurs.The net investment income tax, which was enacted in the U.S. in 2013, is a 3.8 per cent surtax that applies to U.S. citizens based on certain net investment income.