Targeting the high net-worth client
Scotiabank pushes forth on strategy with James McPhedran as new head of private client group
- By: Lara Hertel
- November 13, 2006 November 13, 2006
- 12:08
Latest news in News
Federal budget should bring more tax changes
As an election year budget, there will be personal tax goodies. But analysts would like to see changes to corporate taxation
- By: Catherine Harris
- November 13, 2006 November 13, 2006
- 12:08
Saxon Financial puts new emphasis on the advisor channel
New products and additional bench strength aim to raise the firm’s presence with financial advisors
- By: Jade Hemeon
- November 13, 2006 November 13, 2006
- 12:08
Helping entrepreneurs pass along businesses
Business Development Bank assists in the planning process and provides financing
- By: Cynthia Innes
- November 1, 2006 November 1, 2006
- 11:18
Reilly aims for a few “Rs” of his own
TD brokerage hopes to add 250 advisors by 2010
- By: Lara Hertel
- November 1, 2006 November 1, 2006
- 11:18
CRA, IRS crack down on cross-border tax scheme
But financial advisors also have a key role to play in helping curb the spread of tax schemes that do not meet CRA approval
- By: donalee Moulton
- November 1, 2006 November 1, 2006
- 11:18
Corporate cultures encourage businesses to cheat
A U.S. study finds that managers who fail to exploit regulatory loopholes are vulnerable to being replaced
- By: James Langton
- November 1, 2006 November 1, 2006
- 11:18
Bid to take BluMont private puts IAM in spotlight
Move reflects a merging of mandates with BluMont’s plan to broaden its offering
- By: Catherine Harris
- November 1, 2006 November 1, 2006
- 11:18
OSC deems viatical products to be securities
As a result, Universal Settlements Inc., an Ontario-based firm that offers viatical products, has to comply with OSC regulations
- By: Stewart Lewis
- November 1, 2006 November 1, 2006
- 11:18
Discount brokerages waging a price war
The scramble for clients has firms offering rates based on assets and reimbursing transfer fees
- By: Rudy Mezzetta
- November 1, 2006 November 1, 2006
- 11:18
AIC’s new CEO to fortify ties with advisors
Jonathan Wellum says AIC has weathered a wave of redemptions and is now poised for growth
- By: Jade Hemeon
- November 1, 2006 November 1, 2006
- 11:18
Brandes and Sionna launch new line of funds
Kim Shannon, last year’s CIA Fund Manager of the Year, leads Sionna into retail alliance with Brandes
- By: Jade Hemeon
- November 1, 2006 November 1, 2006
- 10:32
Pilot will bring financial products to Canadian Tire customers
The retail giant is building on brand goodwill to offer banking products to its customers in Calgary and Kitchener-Waterloo
- By: Rudy Mezzetta
- November 1, 2006 November 1, 2006
- 10:32
GE Money seeks change in status
President says becoming regulated as a trust company is key to its growth
- By: Wendy Cuthbert
- November 1, 2006 November 1, 2006
- 10:32
Will tax man or regulators spoil trust party?
Conversions could cut billions from tax revenue, while regulators cite problems with disclosure
- By: James Langton
- November 1, 2006 November 1, 2006
- 10:32
Indian giant targets Canada’s financial firms
Satyam Computer Services aims to boost outsourcing services to clients in Canada and the U.S.
- By: Grant McIntyre
- November 1, 2006 November 1, 2006
- 10:32
Primary-earner wives become more prevalent
Women are breadwinners in almost one-third of Canadian families, and it may be ringing a few sour notes in some households
- By: Monica Townson
- November 1, 2006 November 1, 2006
- 10:32
The power of money
Nobel Prize goes to the founder of the microcredit movement
- By: James Langton
- November 1, 2006 November 1, 2006
- 10:32
Nova Scotia health-care workers ready to strike
Employers have been using surplus funds generated by the $2.2-billion pension plan to pay its service costs without approval
- By: donalee Moulton
- November 1, 2006 November 1, 2006
- 10:32
The shell-company shell game shows no signs of ending
Under the noses of B.C. regulators, Vancouver promoters mass-produce shell companies for dubious U.S. stock promotions
- By: David Baines
- November 1, 2006 November 1, 2006
- 10:32
BetaPro to give Barclays a run in growing ETF market
New executive vice president and former Barclays ETF head Howard Atkinson aims to develop niche ETFs
- By: Cynthia Innes
- November 1, 2006 November 1, 2006
- 10:32
Product aims to protect IRC members from liability
The insurance is intended to enable IRC members to fulfil their obligations without fear of exposing personal assets
- By: Dwarka Lakhan
- November 1, 2006 November 1, 2006
- 10:32
BCE, Telus income trusts a sign of conversions to come?
Now that the telecom giants have made their move, analysts wonder whether banks and big insurers can be far behind
- By: James Langton
- November 1, 2006 November 1, 2006
- 10:32
Fixed-income market under pressure
Some industry players argue tougher transparency requirements are needed. Some disagree
- By: James Langton
- November 1, 2006 November 1, 2006
- 10:32
Credit union centrals plan merger
National business organization would enable credit unions to offer more options
- By: Brian Lewis
- November 1, 2006 November 1, 2006
- 10:32