Investors who have consolidated assets of $100,000 in particular series of Quadrus Group of Funds will be eligible for a management fee rebate applied to…
The move to will include management fee reductions and would protect investors against an increase in future management expense ratios, the firm states in its…
A new simplified pricing model will see a reduction in fees for 51 mutual funds as well as Scotia Selected Portfolios, Scotia Partners Portfolios and…
AlphaDelta Canadian Focused Equity Class, previously AlphaDelta Canadian Prosperity Class, has a new investment objective and risk rating in addition to its new name
Fund to wind-up on Jan. 31
Currency effects detracted from performance for most foreign-equity fund categories
The move, which will affect less than 1% of the firm’s AUM, comes as a result of a greater number of advisors adopting fee-based compensation…
New investment objectives announced for two exchange-traded funds
Net redemptions of equity funds shrink
Operating expense structures and investment objectives are affected
The merger of Counsel International Value Class with Counsel International Value Fund takes effect Jan. 13
Management fees and trailing commissions to fall
Five corporate class funds will be merged into corresponding trust funds
Hedge funds aren’t immune to the effects of the CRM2 reforms pushing increased transparency on the Canadian investment business
The move is being made to adopt the “.F” ticker extension that has become a standard indicator for currency-hedged series in the Canadian ETF market
Validea’s John Reese cites valuation gap
Jaime Ramos Martin, who has 17 years of experience, replaces Stephen Weeple and joins the five-person global equity team
The firm has named a new subadvisor for NEI Northwest Canadian Dividend Fund and reduced fees for its Canadian equity funds
Equity level of 2050 target-date fund rises, levels off, then declines
The FTSE TMX Canada NVCC bond index had 14 issues from five issuers and a market capitalization of approximately $15.6 billion as of Nov. 30
Part three of a global equity roundtable
Asset allocation is based on specific retirement dates
The asset-management firm has decided that it’s no longer feasible to continue the fund following this year’s annual redemption of its units
Jamie Robertson will oversee the firm’s Canadian asset allocation franchise, which includes portfolio management, research and development
The enhanced support for clients is as a result of a new partnership the firm has established with Medical Confidence