Not all commercial paper is alike
Responding to the new CSA proposals for asset-backed commercial paper
Responding to the new CSA proposals for asset-backed commercial paper
The 1930s may have been tough, but relationships provided another kind of wealth
The industry needs to rethink how it uses this powerful term
Leading economic experts from both academe and government say the Tories have it wrong
Editor's letter
You know gang-related crime has reached the crisis point in British Columbia when political cartoonist Bob Krieger of the Vancouver Province draws the front page…
Winnipeg’s weather might be worth it, compared with southern Ontario’s rust belt
T.E. Wealth advisor Valerie Pippy, who divides her time between offices in St. John’s and Toronto, describes her firm’s philosophy as a “disciplined approach” when…
Some serious eye diseases come without symptoms, but damage can be lessened with early detection
In addition to the death benefits, clients can get the cash surrender value of a policy tax-free
Couple with three children must adjust their plans after husband receives pay cut and wife is laid off
Transparency is key to maintaining morale; withholding information can make matters worse
So, you want to acquire a client relationship management system for your practice. There is a wide variety of products available, offering a mind-boggling array…
U.S. citizens are required to file a U.S. tax return every year, even if they don’t live or work in the U.S. That means Americans…
Advisor needs a solution that will integrate existing systems for client information, financial planning, client service
Advisors who can counsel their clients on these complex issues have the opportunity to deepen the relationship
T.E. Wealth’s Valerie Pippy built her career in Toronto but is gradually shifting her business to St. John’s
Women tend to worry about their investments more than men do, and they are more likely to rely on experts
If clients avoid equities, they may find it impossible to reach their goals
But going for certainty means giving up potentially unlimited gains with stocks
Canadian drilling and well services firms’ contracts were the first to be cut following the commodities’ massive drop in prices
Although dividend-paying stocks have fallen in value, yields have increased as a result
Management changes at AIC
Clients are attracted by the low management fees, transparency and growing investment options of exchange-traded funds
U.S. equity funds from AGF and PH&N produce much different results
“What differentiates this commodity cycle from others is the financial crisis that is overlaid on it,” reckons one manager
Paul Musson says he is a “worrywart” and vows to tread carefully at all times
All dealers are not treated the same; Canada’s regulatory structure shares the blame
Executives at dealers across Canada cite various ways in which regulators could better serve the financial services industry
Guidance and more communication on dealers’ wish lists
Dealers recognize the worth of regulators but fear they may be paying too much, given the value they receive
Most say the regulators make it tough for them to survive. But, regulators say, they have a job to do
The financial services industry can debate the best strategy to deliver regulation, but no one debates the need for regulation. Credible markets require credible oversight.…
Yvon Charest named Quebec Financial Person of the Year for 2008
Q4 2008 Profit survey
Fidelity also launches exclusive program for the high net-worth
Immediate challenge for G20 countries is to halt downward spiral of industrial output
But this is shortsighted as compliance serves a much-needed quality control function, critics charge
Principles-based regulation is under fire internationally. Rules are back in
The mortgage firms are looking to become Schedule 1 banks in an effort to gain greater access to funding
Many clients are angry and upset about recent steep declines in the value of their portfolios and are looking for someone to blame. So, what…
Although inclusion in KYC forms would lead to more sales for SRI products, it would present various legitimate considerations
