Young credit company making big moves in Calgary
Canam Credit Co., headed by 22-year-old James White, aims to help the “underbanked” markets in Alberta and beyond
- By: Rachel Betts-Wilmott
- May 29, 2007 May 29, 2007
- 09:19
Latest news in News
Provincial budget roundup
Does equalization restore fiscal balance between Ottawa and provinces?
- By: Catherine Harris
- May 29, 2007 May 29, 2007
- 09:19
RRSP protection helps planners extend client base
Clients’ registered investments won’t be on the hook should legal issues arise
- By: donalee Moulton
- May 29, 2007 May 29, 2007
- 09:19
Financial services firms push for derivatives education
Yet brokerages don’t necessarily want their advisors to sell options and futures
- By: Rudy Mezzetta
- May 29, 2007 May 29, 2007
- 09:19
New IDA guidelines address how PPNs are sold
Dealer committees should review new PPN products for suitability; advisors should perform due diligence for clients
- By: James Langton
- May 29, 2007 May 29, 2007
- 09:19
Quebec fund dealers divided over SRO
Nationalist overtones emerge
- By: Don Macdonald
- May 29, 2007 May 29, 2007
- 09:19
The sky’s the limit for IG’s dedicated sales force
Total number of people selling IG products reaches 3,985 as of March 31; the company plans to open six new offices this year
- By: Geoff Kirbyson
- May 29, 2007 May 29, 2007
- 09:19
New Beacon dealer to offer 100% payout
Firm will charge advisors asset-based fees; advisors can operate under Beacon Wealth Management banner or their own brand
- By: Lara Hertel
- May 29, 2007 May 29, 2007
- 09:19
Sleazeball promoters, beware
Lang Evans, the BCSC’s new director of enforcement, likes working “on the side of angels”
- By: David Baines
- April 30, 2007 April 30, 2007
- 10:34
New single system of fund categories expected in June
Peace between Morningstar Canada and the Canadian Investment Funds Standards Committee results in brand new fund scheme
- By: Jade Hemeon
- April 30, 2007 April 30, 2007
- 10:34
Population trends a false god?
Forecasts often off base
- By: James Langton
- April 30, 2007 April 30, 2007
- 10:34
Berkshire Group takeover could be announced soon
Rumbles that Michael Lee-Chin will sell the company have existed for some time, but a deal may now be in the final stages
- By: Geoff Kirbyson
- April 30, 2007 April 30, 2007
- 10:34
Regulators make protecting turf Job No. 1
Differing provincial laws regarding rule-making powers add complexity to harmonization initiatives
- By: James Langton
- April 30, 2007 April 30, 2007
- 10:34
Sun Life folds up the Clarica brand umbrella
Company says it will be business as usual for advisors and their clients under banner that has global recognition
- By: Stewart Lewis
- April 30, 2007 April 30, 2007
- 10:34
Clarity sought in mortgage-interest tax deduction
Advisors cautioned against endorsing the “Singleton shuffle” for clients until the most recent case goes through the courts
- By: Stewart Lewis
- April 30, 2007 April 30, 2007
- 10:34
Huffing and puffing at the insurance research lab
A two-storey brick test home in London, Ont., will be subjected to all kinds of nasty weather to determine what makes a better home
- By: Stewart Lewis
- April 30, 2007 April 30, 2007
- 10:34
Beefing up execs’ disclosure
CSA wants firms to provide much more detail on what they pay top brass
- By: James Langton
- April 30, 2007 April 30, 2007
- 10:34
Young adults stay home to save for house
But they may not be putting aside enough money to make a down payment for years to come
- By: Jade Hemeon
- April 30, 2007 April 30, 2007
- 10:34
Alberta boosts spending to rebuild infrastructure
But business critics are disappointed that meaningful reductions in business and personal taxes did not materialize
- By: Brian Lewis
- April 30, 2007 April 30, 2007
- 10:34
Partnership to make buildings “green”
Alterna Savings to offer short-term loans to offset cost of making buildings energy-efficient
- By: Cynthia Innes
- April 30, 2007 April 30, 2007
- 10:34
Big changes as bank looks to double fund sales
New proprietary funds, more hires can be expected at Scotiabank following the addition of three RBC stalwarts
- By: Rudy Mezzetta
- April 30, 2007 April 30, 2007
- 10:34
One in five Canadians collects a pension before age 60
Statistics Canada report shows many people are retiring early, and very few have plans to become self-employed
- By: Monica Townson
- April 30, 2007 April 30, 2007
- 10:34
Scotiabank gets aggressive in Asian markets
Expects success similar to Caribbean and Americas, where it now will add wealth-management services
- By: Rudy Mezzetta
- April 30, 2007 April 30, 2007
- 10:34
New OSC publication aims to avert regulatory problems
Investing Funds Practitioner newsletter is designed to let fund industry participants know what’s on the regulator’s radar
- By: Gavin Adamson
- April 30, 2007 April 30, 2007
- 10:34