Bundled, bolstered and buoyed
The town of souris is perched almost at the easternmost tip of Prince Edward Island. Here, at 129 Main St., is Souris Credit Union, a…
The town of souris is perched almost at the easternmost tip of Prince Edward Island. Here, at 129 Main St., is Souris Credit Union, a…
Lloyd craig has big plans for British Columbia’s second-largest credit union. The energetic CEO of Coast Capital Savings, who speaks more like a pep-talking coach…
Their investment products are out of fashion and their region is out of favour, but European equity mutual fund managers aren’t out of ideas. Investors…
Many securities firms have some variation of the basic requirement that clients be treated “fairly, honestly and in good faith” on their books. Yet they…
The campaign in britishColumbia to toughen up criminal prosecution of securities offenders suffered a setback last month when the inspector in charge of the RCMP’s…
Advisors or seasoned clients who try to delve into the heart of the banks’ financial statements, hoping to compare them head to head, will have…
The echo from the implosion of Portus Alternative Asset Management Inc. will continue to be heard for some time. Enforcement action against reps who sent…
Repackaging a much-loathed U.S. accounting rule for the Canadian market clearly isn’t going over well. The Canadian Securities Administrators’ proposed rule mandating internal control reporting…
A private-market solution to a public problem
It’s friday at noon. in a dining room in the Bank of Canada building in Ottawa, the six-member governing council, headed by governor David Dodge,…
Employer and employee advocates are squaring off over a federal Finance Department consultation paper on possible changes to the Pension Benefits Standards Act.The major bone…
Selling insurance in branches opens debate
Smooth sailing for insurance advisors
Firms prize perseverance and ability to build relationships with clients in their advisors
But insurers sing the praises of their ongoing education programs
Most advisors say their clients are bound by agreements to dealerships
Previous work experience and a customer focus are high on the list of qualifications insurers are looking for in advisors
“The best contract in the business” keeps Manulife-owned company in first place for compensation
One model has been perfected by 2005 grand champ, Equinox Financial Group, but there are other roads to success
It’s touching how adversityhas a way of making people come closer. In Toronto, we have had endless days — and nights, too — of plus-30?C…
Summer camp is a canadian way of life, and those who never went are always jealous of the lucky ones who did. These are letters…
Advisors can combat trend to bad financial behaviour by educating clients and community
One thing you can say about Reginans is they truly enjoy a challenge. When the federal government decided just over 100 years ago to locate…
A painfully slow extradition process and a comfortable house-arrest provision have enabled financial fugitive Rakesh Saxena to wreak havoc on securities investors from his Vancouver-area…
Time was, movies were made in Hollywood. Then came a time when it was cheaper to make movies outside L.A. and producers started looking for…
Now that the raucous and ugly spring session of Parliament is finally over, let’s take a look ahead to this fall in the House of…
Just as the diamond industry mops up the mess of blood diamonds sold to finance war efforts in Africa, it faces a new threat: man-made…
Diamond exploration is heating up across the country, and this year the really big money is going to Saskatchewan.Partners De Beers Canada Mining Inc. of…
Peter gillin was working hard on his golf swing when a call came through from Jonathan Goodman, president of Dundee Precious Metals Inc. of Toronto.Goodman…
Canada’s new diamond mines are proving to be wildly profitable, but government-sponsored factories built to cut and polish the stones are struggling for viability in…
The suggestion that a Canadian junior mining company would one day own a controlling interest in a legendary diamond jeweller would have seemed preposterous a…
Who will find canada’s next Ekati? Canada’s untapped diamond potential is fuelling an exploration boom that has elevated the search for diamonds to record levels.Global…
Taking their cue from the elimination of the foreign-content rule, a number of fund firms are winding up clone funds: TD Asset Management Inc. will…
Mackenzie Financial Corp.’s in-house growth investing team has assumed management of Mackenzie Universal Health Sciences Capital Class, effective July 25. The team, led by Wendy…
Montreal-based Standard Life Mutual Funds Ltd. has introduced Standard Life Diversified Income Fund and Standard Life Canadian Equity Focus Fund, both intended for conservative investors.…
Four labour-sponsored funds managed by Vancouver-based GrowthWorks WV Management Ltd. will merge, pending shareholder and regulatory approval. Canadian Science and Technology Fund Inc., Capital Alliance…
Toronto-based Dynamic Mutual Funds Ltd. has launched Dynamic Power American Currency Neutral Fund, aimed at investors who want exposure to the U.S. market without currency…
Merger of the IDA, MFDA and RS could result in regulatory confusion
We need to revisit the principles of the Securities Act
Study looks at how accruals affect revenue and share price
Study looks at how accruals affect revenue and share price
The markets of europe, Australasia and the Far East have been flat in Canadian-dollar terms so far this year, weighed down by concerns about a…
TD Canadian Equity a sound investment choice; more defensive Bissett Canadian Equity may bounce back
David picton and Michael Mahoney, a pair of managers who cut loose from CI Mutual Funds Inc. to launch their own Toronto-based firm last November,…
Back-to-back annuity strategy can also reduce tax for high-tax-bracket clients who are over 60
Advisors should be aware of the religious beliefs of their clients; such views can offer insight into their financial goals
IPC’s Naguib Kerba says visual aids and a special program he has devised help him fine-tune clients’ financial pictures
From improvization to rowing, corporate trainers use a variety of techniques to build business skills
The Canada Revenue Agency loses its bid to have such costs treated as part of an insurance settlement, and, therefore, taxable
When clients apply for insurance, the information usually goes to the Medical Insurance Bureau, which shares data with insurers
Using client referrals
Going along with the crowd may avoid immediate conflict, but there are effective ways to challenge a bad idea
A top income producer is the envy of many advisors, but the marketing side of his business is important, too
Seasoned advisors would do well to heed advice in book aimed at newcomers
These sites can simplify your Internet activities
The Paper Tiger harnesses the power of your own computer to help get you organized
Fewer now killed by lightning because more Canadians are following simple safety rules when Mother Nature cracks the whip
