TFSA usage jumps in 2018
Many Canadians unaware of changes to contribution limit
- By: IE Staff
- December 18, 2018 October 17, 2019
- 11:55
Many Canadians unaware of changes to contribution limit
Actively managed equity portfolio built primarily of Australia-based financial services companies
Partnership will accelerate online availability of life insurance products to clients
New ratings will take effect in January
The firms are also launching a new mutual fund family
Clients can borrow up to 90% of the cash surrender value of the life insurance policy
Travis Goldfeldt will take over lead manager duties from incoming Mawer president Craig Senyk
Conversions will bring lower management fees
New funds subadvised by SIA Wealth Management feature ETF series
New multifactor ETF subadvised by Dimensional Fund Advisors Canada ULC and DFA Australia Ltd
WisdomTree is forecasting more product innovation in 2019, and for emerging markets to outperform Canadian stocks
Two Wealth Compass funds may not qualify as mutual fund trusts for 2018
Purchases expands Stone’s fund family
Calgary-based investment manager concludes strategic review
Fonds de solidarité FTQ using new MSCI index to combat climate change
Clients would like their advisors to inform them about responsible investments that are aligned with their values
New subadvisor announced for global equity fund
The first products will be introduced in early 2019
Canadian ETFs had total net inflows of $2.1 billion in the month as investors moved back to Canadian-focused ETFs
Fund mergers and investment objective changes will take effect in February
New funds will invest in established gold and utility issurers
The system could reduce the overall global cost of fund distribution by as much as US$4.2 billion
These investments offer a hefty yield boost over government debt and are insulated from rising interest rates
HGC and HADM will be terminated in February 2019
Seniors are an ideal target for groups specialized in life settlements