Articles, spreadsheets, and current topics

Articles written entirely or primarily by the author:

The MS Word version and epub versions are provided "as is" and may have some formatting errors.

Updated articles on finiki, the Canadian financial wiki:


Spreadsheets

  • Real Return Bond Index Ratio: rrb.xls
  • Milevsky's Probability of Ruin: ruin.xls 
  • Preferred Share Yield-to-Call:  ytc.xls (Note: this spreadsheet is available in updated form on PrefBlog.)
  • Alphabetically sorted list of "gummy" tutorials: gummysort.xls

Current Topics

  • CSA Consultation Paper 54-401 – Review of the Proxy Voting Infrastructure

    A CSA Consultation Paper on proxy voting can be found here.

    Note that comments were due by November 13, 2013. Already-submitted comments can be viewed here.

  • CSA Discussion Paper and Request for Comment 81-407 Mutual Fund Fees

    A CSA Discussion Paper on mutual fund fees can be found  here.

    Note that comments were due by April 12, 2013. Already-submitted comments can be viewed here.

  • CSA White Paper on Fiduciary Duty

    A CSA White Paper on making a financial advisor's duty to their client be a "fiduciary duty" can be found  here.

    Note that comments were due by February 22, 2013. Already-submitted comments can be viewed here.