Peak expands sales force with Promutuel purchase
The acquisition adds $1.5 billion in assets under administration and about 300 advisors and support staff to Peak’s growing team
- By: Clare O’Hara
- January 26, 2010 January 26, 2010
- 10:26
Latest news in News
Canaccord enters the bustling world of ETFs
The new ETF portfolios are designed help investors structure their portfolios according to goals and risk tolerance — for a price
- By: Jade Hemeon
- January 26, 2010 January 26, 2010
- 10:26
Embracing Facebook
Beware of thorny privacy issues
- By: Clare O’Hara
- January 26, 2010 February 2, 2019
- 10:26
Review of MGA oversight
CCIR to hold spring, autumn meetings
- By: Gavin Adamson
- January 7, 2010 January 7, 2010
- 10:38
Finance ministers stand pat on pension reform
A recent report went a long way toward quashing federal and provincial finance ministers’ concerns at meeting in Whitehorse
- By: Monica Townson
- January 7, 2010 January 7, 2010
- 10:38
A decade of changes, mainly for the better
The numbers indicate advisors are better off than they were at the start of the decade
- By: James Langton
- January 7, 2010 January 7, 2010
- 10:38
Taking over the reins at Assante
New CEO is well known to Assante’s advisors, having held several senior positions at the firm
- By: Clare O’Hara
- January 7, 2010 January 7, 2010
- 10:38
Tepid growth to continue
2010 economic forecast
- By: Catherine Harris
- January 7, 2010 January 7, 2010
- 10:38
Controlling shareholders’ life policies get new treatment
The CRA says it’s merely changing its approach to conform with existing laws (IE:TV)
- By: Rudy Mezzetta
- January 7, 2010 January 7, 2010
- 10:38
Weigh House focuses on fee-only model
Firm president Warren MacKenzie sees demand among investors for third-party consulting on their investments
- By: Clare O’Hara
- January 7, 2010 January 7, 2010
- 10:38
Banks drive growth
Third quarter profit survey
- By: Catherine Harris
- January 7, 2010 January 7, 2010
- 10:38
More regulation for planners?
A new report says consumers are confused by current regimes
- By: Rudy Mezzetta
- January 7, 2010 January 7, 2010
- 10:38
Protecting retail investors
Various initiatives are underway, but much needs to be done
- By: James Langton
- January 7, 2010 January 7, 2010
- 10:38
Is it time to reduce the tax subsidies for RRSPs?
Report says this would be a good way to fund improvements to the retirement income system
- By: James Langton
- December 7, 2009 December 7, 2009
- 13:03
A solution to the industry’s ills
Lax enforcement is not the reason rules are ineffective; rather, the problem is largely one of compliance
- By: James Langton
- December 7, 2009 December 7, 2009
- 13:03
Sun Life advisors gain access to more products
Deal with National Bank will give Sun Life advisors greater access to debt products, including mortgages, for clients
- By: Rudy Mezzetta
- December 7, 2009 December 7, 2009
- 13:03
Vencap activity tumbles
Recent declines in the level of venture-capital funding in Canada could lead to a brain drain and job losses, as well as have a negative…
- By: Olivia Glauberzon
- December 7, 2009 December 7, 2009
- 13:03
Former Seamark hands launch new venture
LeeSide Capital Management’s three co-founders plan to start with segregated accounts and expand into mutual funds
- By: Clare O’Hara
- December 7, 2009 December 7, 2009
- 13:03
MFDA governance woes
What started as an internal governance dispute involving some members of the Mutual Fund Dealers Association of Canada has boiled over into a public review…
- By: Clare O’Hara
- December 7, 2009 December 7, 2009
- 13:03
IE fund manager of the year: Looking for fledgling companies
When Normand Lamarche, senior portfolio manager with Front Street Capital in Toronto, looks for investment opportunities, he tries to visualize the future composition of the…
- By: Jade Hemeon
- December 7, 2009 December 7, 2009
- 13:03
Quiet guidance, measured results
Danielle Boulet, head of the national council for insurance regulators, outlines a full agenda
- By: Gavin Adamson
- December 7, 2009 December 7, 2009
- 13:03
Equity for some PFSL advisors after sale by Citigroup
U.S. parent hopes to raise US$100 million by taking PFSL public in 2010
- By: Gavin Adamson
- December 7, 2009 December 7, 2009
- 13:03
Are financial advisors neglecting credit-stressed Canadians?
The president of a financial planning firm that specializes in helping clients get out of debt says most financial services firms are neglecting clients with…
- By: Megan Harman
- December 7, 2009 December 7, 2009
- 13:03
The true cost of the bailouts
Although the financial system has survived intact, consequences may be severe
- By: James Langton
- December 7, 2009 December 7, 2009
- 12:53
Banks lay out the course of the Canadian recovery
For the first time, every province is expected to slump simultaneously; but a broad-based recovery is likely to begin next year
- By: James Langton
- November 17, 2009 November 17, 2009
- 10:59