RRSP investors are looking globally
Clients are worried about the effects of the declining Canadian dollar and the impact of falling oil and metals prices
Clients are worried about the effects of the declining Canadian dollar and the impact of falling oil and metals prices
Stock-pickers had very positive results, whereas firms whose fund families were invested heavily in oil took a beating in 2014
A story in the February issue of Investment Executive may have conveyed the impression that an Ontario Securities Commission (OSC) report calls for a “best…
Louis Vachon, president and CEO of National Bank of Canada, has been named Financial Personality of the Year in Finance et Investissement‘s (FI) annual Top…
While Canadians see cash and fixed-income as good investments, Americans see equities as the way to go, a recent survey suggests
There's much debate about whether the federal government's new immigrant-investor program will achieve its goals
The job of the compliance department has never been more crucial. Kathleen Black, in her new role as head of the ACCP, takes on a…
A big plus is better control of risk, active managers say
Among various decisions, the CSA's ruling on CRM2 deadlines is getting the most attention
Regulator wants to crunch data for study on the effect of commissions on sales. But few companies have co-operated
Montreal-based Power Financial Corp. has appointed Claude Généreux as executive vice president, effective March 2. Power Financial is a member of Power Corp., for which…
Robert McLeish is the new independent chairman of Dundee Corp.’s board. He replaces Ned Goodman, who will remain a director of the company and will…
Craig McDougall has joined the investment-banking team of Toronto-based Raymond James Ltd. in the role of senior managing director and head of the firm’s mergers…
Roger Renaud has been named president of the Canadian division of Toronto-based Manulife Asset Management Ltd. (Manulife AM), following Manulife Financial Corp.’s acquisition of the…
The steep decline in oil prices could be a harbinger of other dominoes falling, fund portfolio manager says
Advisors should consider the strategic investment approach of pension plans
Toronto-based RBC Global Asset Management Inc. has launched 10 new RBC Corporate Class Funds. The funds provide investors with the choice of low volatility, Canadian,…
Vancouver-based AlphaDelta Management Corp. has launched a new family of three mutual funds: AlphaDelta Canadian Prosperity Class Fund, AlphaDelta Global Value Class Fund and AlphaDelta…
Montreal-based Formula Growth Ltd. has introduced a new fund to its family. Formula Growth Mutual Fund seeks to achieve long-term capital growth through capital appreciation…
Brian Miron, fixed-income portfolio manager with Toronto-based Fidelity Investments Canada ULC, will retire effective April 1. Miron is portfolio co-manager with Catriona Martin on several…
Clients focus on designations and certifications
Payouts funded by other cases
New system frustrates clients and their advisors alike
Editorial
The self-proclaimed prudent fiscal managers have shifted the conversation to standing on guard against terrorism
Montreal is rich in fine eateries, but increasing competition means that a slew of good restaurants are closing, squeezed by taxes, red tape and fast-food…
The temporary foreign worker Program (TFWP) is an ineffective solution for what ails labour markets in this country. Whatever good intentions may have been behind…
Mayor Brian Bowman takes over during troubled times, with issues ranging from corruption to racism to clean water demanding attention
These six volumes cover various aspects of helping your elderly clients manage their financial and lifestyle affairs. These books provide valuable advice for you -…
Many advisors incorrectly assume their senior clients are unable to qualify for life insurance. But many clients in their 60s and 70s are insurable -…
Tech Tips: There are several ways that standard personal computers can be adapted to provide special support for seniors who are less comfortable with technology.…
With senior clients being prime targets for fraud - even from family members - there are several signs you could be looking for to help…
There are several tax credits that may be useful to your senior clients, at both the federal and provincial levels. In addition, many tax credits…
There are many ways to make your office a comfortable and positive place for visits by senior clients. These tips can enhance communication and reduce…
"Know your client" takes on new meaning when the person sitting across from you is a senior whose mental capacity may be diminished. Declining mental…
Nathan Kupusa has built a firm dedicated to guiding seniors through their financial decisions and other aspects of their lives. Solutions for Aging provides advanced…
How can you ensure that your clients' assets will stay within your practice when those clients eventually pass away? There are steps you can take…
Making your practice amenable to elderly clients requires a sympathetic understanding of seniors' concerns - and an abundance of patience
A triple threat is pushing stocks lower. Take it away and North American equities could be ready for a big rebound
Plunging oil prices have added to the default risk of energy issues, meaning potential payouts could be impressive
The leading stock market in India performed admirably in 2014 - and more is expected in the years ahead
