Desjardins looks for growth
Company president Richard Fortier says strategies are in place
- By: Rudy Mezzetta
- February 20, 2007 February 20, 2007
- 09:52
Latest news in News
Passionate about investor learning
Tom Hamza wants the Investor Education Fund to reach more Canadians
- By: Cynthia Innes
- February 20, 2007 February 20, 2007
- 09:52
Challenge looms on executive pay
Bank proxies foretell shareholder demands for greater say in compensation
- By: James Langton
- February 20, 2007 February 20, 2007
- 09:52
Quebec advisors charged in Mount Real fiasco
Twenty-four advisors, mostly from the iForum group, face 619 charges in collapse that could see small investors lose $130 million
- By: Don Macdonald
- February 20, 2007 February 20, 2007
- 09:52
Court clarifies portfolio manager’s obligations
Portfolio manager’s conduct assessed on whether investments are made according to model portfolio
- By: John Jaffey
- February 20, 2007 February 20, 2007
- 09:52
Disclose insurance commissions, Newfoundland says
Insurance groups huddle after Newfoundland and Labrador becomes the first province to see full compensation disclosure
- By: Stewart Lewis
- February 20, 2007 February 20, 2007
- 09:52
New law brings restitution in faith-based Ponzi scheme
B.C. Securities Commission invokes the province’s Civil Forfeiture Act to secure $500,000 for 80 B.C. investors
- By: David Baines
- February 20, 2007 February 20, 2007
- 09:52
Building advisors’ businesses on client loans
AGF Trust president Mario Causarano says his firm won’t try to poach advisors’ clients: “The advisor owns the relationship”
- By: Stewart Lewis
- February 5, 2007 February 5, 2007
- 09:58
Canada a world leader in trade-date matching
New CSA rule compels the parties involved in institutional trades to speed up their automation systems
- By: John Jaffey
- February 5, 2007 February 5, 2007
- 09:58
Many provincial pension plans in financial distress
Pay-as-you-go design, combined with an aging population, has put undue pressure on provinces and their pension plans
- By: donalee Moulton
- February 5, 2007 February 5, 2007
- 09:58
Worldsource hones advisors’ skills
FRAMEWORKS program develops advisors at every stage of their careers
- By: Lara Hertel
- February 5, 2007 February 5, 2007
- 09:58
China’s huge financial services opportunities
New middle class of 130 million; 1.2 billion people uninsured; US$2 trillion in cash deposits
- By: James Langton
- February 5, 2007 February 5, 2007
- 09:58
Small group of Norbourg investors compensated
Fraud fund will make payouts to only 10% of the scandal-ridden firm’s 9,200 mutual fund investors
- By: Don Macdonald
- February 5, 2007 February 5, 2007
- 09:58
Squabbling stifles growth
Conference Board says Canada should eliminate interprovincial barriers
- By: James Langton
- February 5, 2007 February 5, 2007
- 09:58
Searching for IRC talent
Investment fund companies are scrambling to find qualified, capable and willing candidates for their independent review committees in the wake of a recent regulatory decision…
- By: Jade Hemeon
- February 5, 2007 February 5, 2007
- 09:58
Insurance regulators to check efficacy of new principles
“Day-to-day actions of advisors” will be examined, says industry practices review committee head
- By: Stewart Lewis
- February 5, 2007 February 5, 2007
- 09:58
LSIFs start to see long-term equity investments pay off
Asset sales and mezzanine debt financing give hard-luck asset class a boost — just as Ontario scales back program
- By: Gavin Adamson
- February 5, 2007 February 5, 2007
- 09:58
Mutual fund sales expected to be strong during RRSP season
The latest net fund sales are impressive; market-watchers expect the surge to continue, with banks snaring most of the business
- By: James Langton
- February 5, 2007 February 5, 2007
- 09:58
Ottawa proposes improved access to CPP benefits
When enacted, Bill C-36 would also amend the Old Age Security Act to simplify access to and delivery of benefits
- By: Monica Townson
- February 5, 2007 February 5, 2007
- 09:58
Flaherty scraps idea of adding surplus to national pension plan
Provinces are concerned that this would compromise the independence of the CPP
- By: Monica Townson
- February 5, 2007 February 5, 2007
- 09:58
Top court may hear appeal of recruitment case
B.C. Court of Appeal allows departing advisors to compile client list — but upholds penalty for copying client records
- By: Stewart Lewis
- February 5, 2007 February 5, 2007
- 09:58
Canada’s banks face U.S. hurdles
Three of canada’s biggest banks are slowly but steadily building their U.S. retail bank subsidiaries as they try to stake out a claim in the…
- By: Rudy Mezzetta
- February 5, 2007 February 5, 2007
- 09:58
Smaller is better, says veteran fund manager
Now that he has launched his own firm and five funds, Larry Sarbit can invest in smaller companies with big potential
- By: Geoff Kirbyson
- February 5, 2007 February 5, 2007
- 09:58
New ways proposed to serve seniors
Pensioners could split interest from GIAs, which technically are deferred annuities
- By: Bruce Cohen
- February 5, 2007 February 5, 2007
- 09:58
Government clawing back education grants
Banks and other RESP promoters scrambling to verify client eligibility or reclaim monies
- By: Wendy Cuthbert
- February 5, 2007 February 5, 2007
- 09:58