Zucchini winter festival on thin ice
The Saskatchewan town of Myrtleberry looks to the Prairie vegetable to rescue it from the doldrums
The Saskatchewan town of Myrtleberry looks to the Prairie vegetable to rescue it from the doldrums
IDA president argues that association’s regulatory and policy arms will be stronger apart
In a recent episode of Canada’s favourite comedy series, Corner Gas, there was a serious political discussion going down at The Ruby diner. Hank (Fred…
Popular mayor’s re-election tainted by numerous electronic problems
Resource already a national treasure bringing jobs and billions in taxes, royalties, spinoff activity
The party invitations are arriving, the decorations are going up and everyone’s thoughts turn to overeating and overdrinking. The weather has even obliged with Toronto’s…
Despite usually non-existent profits, the biotechnology sector holds tremendous long-term opportunities
By combining stripped government bonds with riskier securities, investors can — at worst — guarantee their capital
One of the biggest mistakes investors make is chasing performance, maintains William Sterling, chief investment officer at New York-based Trilogy Advisors LLC. The result, he…
But conditions this year provide a classic case study on when not to write options against your portfolio
Standard & Poor’s ranking system identifies stocks that generally hold their value over time — including more Canadian firms
Hallmark of the industry is the ability to adapt to Canadian investors’ needs
The IDA has provided a unique opportunity to design a new regulatory system
RRSP loans at attractive rates are available at institutions that serve the advisor channel
A new “guaranteed to issue” critical illness insurance product that is simple in design should be easier to sell than most CI products, says John…
Financial goals can go down the drain when someone is suddenly disabled, and it happens more often than your clients may realize
Small-cap fund managers are reallocating holdings as the asset class aims to outperform the large-cap market — yet again
Fund companies regularly remind clients that long-term investing is the best path to follow, yet short-term thinking abounds and investors can be urged by the…
But some experts say that with lower inflation expectations, these securities will provide only “neutral” performance
Funds sink to fourth quartile, top managers move on, new managers feel compelled to make own calls
Michael Stanley’s BMO Dividend Fund has more than tripled its cumulative return in the past decade
Pictet International Management Ltd. has joined HSBC Investments (Canada) Ltd. as investment advisor of the firm’s MM International Growth Equity Pooled Fund, effective Nov. 21.…
TD Asset Management Inc. has launched the Premium Series of its TD Managed Assets Program portfolios. The fund-of-funds products comprise funds from TD’s mutual fund…
Toronto-based United Financial Corp. has announced the appointment of QVGD Investors Inc., effective Nov. 21, as subadvisor of its Canadian Equity Small-Cap Pool, included in…
RBC Financial Group and CI Investments Inc. are launching RBC CI Multi-Callable Deposit Notes, Series 1. The notes are linked to the performance of four…
Portfolio manager Norman MacDonald is leaving Toronto-based Beutel Goodman & Co. Ltd. According to Toronto-based Hartford Investments Canada Corp., the former Beutel Goodman vice president…
The location, style and ambience of your office are key to attracting and retaining clients
New book offers guidance and question-and-answer examples to help advisors build clients’ financial strategies
New book offers guidance and question-and-answer examples to help advisors build clients’ financial strategies
Your client-segmentation strategy — including quantitative and qualitative aspects — is the plan’s cornerstone
Microsoft’s OneNote lets you take notes, send them and keep them safe
The brunt of the annual RRSP season won’t be felt until the weather gets a lot colder, which makes now a good time for advisors…
With an abundance of tasty holiday treats on the horizon, party-goers are bound to suffer some heartburn. But for some, that heartburn will indicate a…
Merlin Chouinard aims to boost membership sharply, be fiscally responsible and try to cut through the red tape
When employees at RBC Global Banking Service Centre in Toronto reach an age at which they may be considering retirement, manager David Sullivan broaches the…
Participants will be caught
Court ruling means clients should make provisions in their wills for all of their dependents
If you have a passion for a hobby and are trying to attract new clients, you might consider a strategy similar to the marketing program…
The problem is they mean making lasting personal changes, which most of us have difficulty accomplishing
An opportunity to increase the depth of business with each client
And make sure they understand that you’re going out of your way to give them your best service
Linda hohol is determined to spread the word about the TSX Venture Exchange across Canada, both to entrepreneurs looking to access capital for their start-up…
Two-year-old financial services industry regulator has the resources to handle many investigations
There’s a risk that Clarington’s purchaser may want to change the funds’ management — hurting the Halifax firm
Dawn Fraser’s experience as a certified financial planner with Vantis Credit Union is about to come in extremely handy
Rising interest rates, higher energy costs and easy credit are beginning to take their toll, and it will probably get worse
Almost 70% of mergers and acquisition activity came from 12 mega deals totalling $33.9 billion
Its seven Norrep funds haven’t seen a losing year since Randy Oliver took over
Regulators and public issuers are casting an eye to the south to understand the implications of introducing an internal control reporting regime. A report on…
These financial professionals trade their laptops for electric guitars after work
Goodale increased the dividend tax credit, but by many accounts it is a short-term solution
Don’t expect a slew of regulations to come crashing down within months. Nothing happens that quickly
After a year that featured the spectacular crash of Portus Alternative Asset Management Inc. and several other high-profile providers, a growing number of distributors are…
Conventional securities are highly regulated — but stick them in a different sort of wrapper and suddenly the usual rules don’t apply. Faced with this…
Taxpayers’ federation alleges new policy opens CPP investments to government interference
A Toronto-based firm has been fined by the IDA for failing to supervise shady broker
Regulator’s industry practices review committee makes references to “harmonization”
The federal liberals’ recent flurry of pre-election spending announcements is affordable and mostly just fills in the details of initiatives announced in last February’s budget.…
Fund dealers are also rolling out the road shows and boosting advertising to support advisors
An early reading of the tea leaves indicates a buoyant RRSP season, with investors’ increasingly urgent retirement concerns outweighing the wealth-eroding effects of higher energy…
The investment dealers Association of Canada is working on a bylaw change that would allow retail brokers to structure their businesses as personal corporations. This…
Brokerages line up against investment counsellors
