Founded in 1987 Fundata began by collecting and distributing investment fund pricing to local newspapers and businesses.
Over the past two decades Fundata has evolved into a multi-national data distributor and investment fund data and analytics company. The information we provide currently reaches over 80,000 advisors, millions of investors, and scores of institutions every day through our network of newspapers, web and corporate clients across North America.
Another kick in the teeth for the pipeline industry! Recently, a Montana judge issued a ruling blocking construction of the Keystone XL line and ordered new environmental studies to be completed on. . .
The big question for young couples just starting out is whether to move out of that downtown condo unit and borrow to buy a home. This becomes especially critical if you’re planning a family or if . . .
The Canada Caregiver Credit (CCC), new in 2017, is still poorly understood and a complicated tax break to explain. For these reasons, many Canadians have missed claiming it. But it’s important to . . .
Many key tax-saving strategies need to be set up and implemented well before Dec. 31 if you want to benefit from them in the current year. Tax-loss selling is the classic example. Basically, this . . .
It has been a longtime since the credit crisis in 2009-10 when stock markets steeply corrected. Since then, we have been in a long run with good steady returns without too much volatility. That is . . .
High volatility continues to affect world financial markets. So many outcomes, it seems, have become unpredictable – from U.S. trade policy to FIFA soccer matches. Should one be concerned? Actually. . .
Once you’re established in your profession or career, and you’re accumulating a sizeable nest-egg, getting financial advice from your second cousin or the bank teller just won’t do. You need to get. . .
In this day and age of “robo-advisors” and passive index investing, many investors seem to have forgotten the single immutable truth that equity markets are inherently risky. That’s simply because . . .
When you hear the phrase “discretionary family trusts,” you’ll probably first think of trust fund babies, offshore accounts, and tax havens – in other words, something used only by the ultra-rich. . . .
Taxpayers start getting tax refunds from the Canada Revenue Agency in April and May. That may be a cause for celebration. But if you get a Notices of Re-assessment, it can contain a nasty surprise,. . .
It’s been almost three years since our last blog on the European Succession Regulation. It seems timely to check the pulse and see what impact it is having on estate planning and administration for. . .
It’s certainly been a tough few years for the energy sector since the oil plummet of 2014-15, but crude prices have been recovering lately, as have the returns from energy equity funds. While their. . .
Current 5-year GIC rates are being advertised as high as 3.50%. Given that most savings accounts offer much less than 1.00%, some investors have been wondering whether it’s time to move funds into . . .
Who does not support the notion of “fairness”? Everything is better when it is endorsed. Even defeat is more pleasant when it is fair and square. It is one of those warm-blanket words that no one . . .
It was with a sigh of relief that I read the federal budget papers back in February, as the anticipated changes, especially to corporate tax rules, were not as onerous as we had thought they might . . .
Readers may recall the famous line from the 1983 American comedy-drama film The Big Chill. After a long lament about responsibility and adulthood, one of the lead characters states, “The thing is . . .
The 2018 federal budget, which was tabled in February, was expected to be a bad one for both businesses and individuals. Turns out it wasn’t quite as bad as expected. Here’s a summary of what’s new. . .
Q – We’ve been shopping for a new home, but we’ve heard some horror stories from friends about the mortgage market. Apparently there’s something called a “stress test” you have pass before you can . . .
In my newsletters, I have previously recommended holding cash reserves in U.S. dollars. Some readers have asked me what particular vehicles I would recommend to hold this cash (such as money market. . .
Last year, the federal government made some key changes to the principal residence exemption (PRE) rules by closing loopholes surrounding the capital gains exemption” as they relate to the sale of . . .
There are a few aspects of investment analysis that I’ve found to be particularly wanting – for example, the subjectivity of traditional tire kicking analysis and the pitfalls of doggedly adhering . . .
Interest rates are widely expected to climb in 2017. And as rates rise, bond prices fall. So does it make sense to continue holding bonds or fixed-income exchange-traded funds in this environment?. . .
If you have not yet made a contribution to your Registered Retirement Savings Plan (RRSP) for 2016, you have only about six more weeks to get your act together. The deadline for 2016 contributions . . .
With recent stock market uncertainty and fluctuating bond yields, many investors are wondering whether the tried-and-true principles for stock and bond allocations in an RRSP portfolio still hold. . . .
A couple of things frequently baffle investors about Tax-Free Savings Accounts (TFSAs). First, what are the contribution limits? And second, do you get a tax deduction or credit as you do with your. . .
A reader recently asked me whether he should cash out of his $10,000 TFSA, which earns 0.5% interest, and put it in an opportunity that he says could earn him 30%. He wants to know whether he’ll be. . .
The deadline for 2016 contributions to your Registered Retirement Savings Plan (RRSP) is March 1, 2017, so you don’t have much time to make a decision. Those who wait to the last minute instead of . . .
If youwant to contribute to a Registered Retirement Savings Plan (RRSP), and you haven’t set one up yet, you’d better get a move on. For the 2016 tax year, you have until March 1, 2017, to make a . . .
Last June, the federal government and provincial governments agreed in principal to an expansion of the Canada Pension Plan (CPP). Currently, the maximum payout you can get from the CCP at age 65 . . .
Investors who sold out of equities after Brexit and again just after the Trump election victory quite possibly lost money last year, even though the big stock market indices turned in strong gains.. . .
The beginning of the New Year is often a time to turn a new financial leaf: make a budget; pay down debt; save more. That’s all commendable, but these good intentions are mostly forgotten by, say, . . .
Year-end is fast approaching, and it seems all the experts have reams of tax tips to offer us, many of which seem to apply only to the very wealthy or to businesses with complicated tax structures.. . .
It’s been three years since the world panicked over an alleged “fiscal cliff.” Yet, in a rare intersection of opinion during the U.S. presidential election campaign, both Donald Trump and Hillary . . .
Many investors, especially those facing retirement, are often offered so-called “segregated” funds by their financial advisors as a way to participate in the stock market while guaranteeing their . . .
Are you managing your assets with tax efficiency? This year make sure both you and your spouse review your personal net worth statements to ensure you take advantage of every tax benefit available.. . .
Would you feel you were receiving excellent medical care if your doctor wrote five prescriptions or fewer in the previous year? Would you ever think of using a real estate agent who only had five . . .
November is Financial Literacy Month in Canada. It’s the government’s way of trying to get people to understand that financial literacy is important for the financial well-being of individuals, and. . .
It is quite remarkable to think that notwithstanding our increasingly aging demographic1, the recognition of the rights of older persons as a distinct group has been largely absent in the field of . . .
With the election of Donald Trump as U.S. president, many investors believe that a new era of political uncertainty is going to increase stock market volatility. And that leads to questions about . . .
Mutual funds are common investments but can often cause some tax confusion, particularly because investors don’t understand the nature of their real returns from these investments, after fees and . . .
What you are about to read is a rare occurrence in my industry. It will rub some of my peers the wrong way. Much like a magician who gives away how the elaborate guillotine illusion works, I won’t . . .
Confucius once said that “everything has beauty, but not everyone sees it.” China may be today’s Confucian case in point. The bulls (if we may speak for the handful of them still holding their day . . .
According to the Conference Board of Canada, organizations that are committed to a strong learning environment for their employees will perform better than their competitors. In fact, there are a . . .
This is the best of times to be an income investor. The market value of almost every income security you own has shot up in recent months, making you much richer than at the start of the year. But . . .
The technology sector has always been one of the more interesting areas to watch. New ideas are continually being developed and innovative products are being brought to market. While this is all “. . .
The term “registered” evokes all sorts of visions of guarantees and “official” protection against loss. Actually, investments held in your RRSP are no more or less protected or insured against bank. . .
There is growing sentiment that the quantitative easing bubble (QE) has burst and negative interest rate policies (NIRP) are failing. But could the world’s central banks attempt even more radical . . .
When I launched my business way back in 2002, my motto was “minimizing risk to maximize returns.” Catchy, eh? Okay, maybe not T-shirt catchy, but not bad for the financial business. But not only is. . .
A growing number of investors like the idea of exchange-traded funds (ETFs) because their low MERs. But what causes some confusion is how the various types of pooled funds are priced on the market.. . .
Welcoming a baby to the family is an exciting, challenging time for new parents. And many moms-to-be plan to take advantage of the current 12-month maternity leave (which the Trudeau Liberals have . . .
Whether Canada chooses to adhere to its responsibilities to meet its climate change targets or not, investors in Canada have a lot to be concerned about, articulated by some as the carbon bubble. . . .