Couple’s retirement goals easily attainable
But advisors’ options vary on annual income and investment weighting
But advisors’ options vary on annual income and investment weighting
Strategy also allows you to profit from the certainty of time-value erosion
Not even an economic slowdown can stop the newly rich from ostentatious spending
With higher trading precision and lower management costs, this vehicle provides many investor-friendly options
The global outsourcing trend has been a boon to Indian technology firms, and they’re beginning to list on North American markets
Although estimating method predicts varied dividend results, it shows energy, financial sector and materials continue to dominate
The recent election results demonstrate that Canada’s electoral system does indeed work
Scandals and push for national regulator take their toll
Now Alberta can look forward to another 10 years of economic expansion
But finance minister must also be aware that what goes up eventually comes back down
Mackenzie Financial Corp. is changing the portfolio managers to two of its funds, effective March 1. Jerry Javasky, head of Mackenzie’s Ivy Funds team, and…
Cambridge, Ont.-based socially responsible investment firm Meritas Mutual Funds has launched of its seventh fund, Meritas Monthly Dividend and Income Fund. Meritas says it is…
The board of directors of Toronto-based Retrocom Growth Fund Inc. has has established a committee to review and make recommendations on investment strategies and other…
Sentry Select Capital Corp. has launched Sentry Select Dividend Fund, designed to provide investors with dividend income and the potential for capital appreciation. The fund…
Winnipeg-based Investors Group Inc. has announced that JPMorgan Asset Management (Canada) Inc. will become portfolio advisor for the large-cap growth mandate within its iProfile International…
A look at historical trends shows growth stocks could be the way to go
Shortcomings are caused by advisors’ firms and securities commissions
Industry watches closely as qualifying environmental trusts promise deeper investment opportunities
The trusts weathered many a storm last year, yet managers anticipate most will benefit from a relatively more stable 2006
Big seg-fund provider London Life sees only 34% of its seg fund AUM in first and second quartiles in 2005
There is a wide variety of ways your clients can hold gold in their portfolios, ranging from the actual metal to stocks and fun
CI Signature Select Canadian Fund and BMO Equity Fund: comparison shows how two managers take different routes to success
Winnipeg advisor finds fulfilment coaching Manitoba Special Olympics swimmers
CESO volunteers give advise from Kyrgyzstan to the Philippines to Moldova
Research shows volunteers enrich their own lives, their companies and the Canadian economy
Volunteers go to great lengths to make a difference in someone else’s life – and their own
Ironman competitor Jim Molyneux has raised more than $200,000 for diabetes research and treatment
Coast Capital’s volunteer program has benefits for employees and business
Fredericton investment advisor Andrew Craik distributes toys, shoes and wheelchairs to the needy
Stephen Hafner says one of his challenges is to dispel the idea that Africa is a “giant, unfixable problem”
A group led by women in insurance is rallying to raise large sums of money
Waterloo, Ont., advisor Audrey Sauder, on the left, and Calgary planner Bert Hettinga, above with children, wield hammers for Habitat for Humanity
Individuals and families who want to focus their time and money on a special cause can set up their own charitable foundations
After relying on others while battling cancer, Dennis Auger now offers cancer victims his support
Canadian Aid for Southern Sudan helps establish micro-enterprises whose profits are reinvested in the community
Quarles enjoys seeing Hockey for the Homeless tournament come together
Perk helps firms attract top-quality employees
Directors’ and officers’ liability insurance covers claims such as wrongful dismissal, discrimination and breach of fiduciary duty
Inspired by IE article, Chris Cahill set out for DR
Business is booming in Canada and Britain, and picking up an American investment bank hasn’t hurt the broker either
Canadian lending unit of General Electric says deal for 3.1 million accounts vastly increases its exposure across the country
Brings in industry veterans and former Altamira CEO
Patrick Cooney plans to appeal IDA panel ruling that firm failed to comply with previous restrictions
Thirty-nation study by the OECD surprisingly gives our system high marks, but notes weaknesses elsewhere
Ontario Securities Commission watching shift from actual delivery to providing electronic access
Bay Street likes the appointment of Jim Flaherty as finance minister, but he has his work cut out for him
The DeGroote-TSX Research Centre will study compliance, market surveillance and risk management
Canadian brokerage arm of the world’s second-largest bank has doubled assets in three years, and it’s just getting started
Canadians work more hours than Americans but earn less. Fundamental reforms are needed to address the problem
Five-man team of Calgary-based stockbrokers misses placing first in Austria by just half a second
Vancouver-based labour-sponsored fund might use Crocus remnants to enter the Manitoba market
Income drops for most people upon retirement — often more than many anticipate — new data from Statistics Canada show
Province’s focus on the increasingly popular passport model makes the delayed legislation moribund
NexGen funds allow investors increased control of their “taxation destiny”
IDA paper advocates ways to modernize securities regulation
Principal-protected notes are raining down upon the market as a multitude of manufacturers compete for the attention of advisors and their clients in the busy…
The future of class actions in Canada has been thrown into doubt by a recent decision of the Quebec Superior Court. The Quebec court refused…
The Ontario government has stirred up a hornet’s nest with its plan to change the governance structure of the massive Ontario Municipal Employees Retirement System.Municipal…
