Hot RRSP sales for fund firms
The mutual fund arms of Canada’s big banks report healthy fund sales
- By: Catherine Harris
- April 3, 2007 April 3, 2007
- 09:17
Latest news in News
Income trust decision scuttles market for IPOs
Investment bankers were sailing along last year, at least until the government sent their clients running for cover
- By: James Langton
- April 3, 2007 April 3, 2007
- 09:17
Funds with concentrated portfolios key to success at Mavrix
Small stable of funds managed by seasoned veterans attracts business from 2,000 advisors across Canada
- By: Jade Hemeon
- April 3, 2007 April 3, 2007
- 09:17
Advisors a priority for NBF executive
Luc Paiement wants to make sure advisors have the sense that they are partners in the business
- By: Rudy Mezzetta
- March 5, 2007 March 5, 2007
- 11:15
Small fund firms flourish
A handful of young upstarts in the mutual fund business are pushing their way into an arena long dominated by a handful of industry giants.…
- By: Jade Hemeon
- March 5, 2007 March 5, 2007
- 11:15
Registration reform addresses some stubborn issues
Proposed changes have specific guidelines for dealing with referrals, transferring jobs and clients moving to another province
- By: James Langton
- March 5, 2007 March 5, 2007
- 11:15
Registration system reform
Streamlined system should be welcome, but changes may not go far enough
- By: James Langton
- March 5, 2007 March 5, 2007
- 11:15
B.C. government delivers big tax cut
Province to have the lowest income taxes in Canada — but Opposition notes rising service charges
- By: Brian Lewis
- March 5, 2007 March 5, 2007
- 11:15
Make sure the time is right
If you’re concerned about how the revised DST time change will affect your hardware, consult with your employer before making any changes to your office-related…
- By: Lara Hertel
- March 5, 2007 March 5, 2007
- 11:15
Alternative trading systems protest high fees
Proposals by Market Regulation Services Inc. to alter its fee structure are seen as unfair
- By: James Langton
- March 5, 2007 March 5, 2007
- 11:15
Montreal Exchange deal shuts out TSX
“Cost minimal, profits swift” as ME and Nymex announce Calgary-based derivatives exchange
- By: Don Macdonald
- March 5, 2007 March 5, 2007
- 11:15
Great-West Lifeco leaps into U.S. mutual funds
The purchase of Putnam Investments makes GWL an overnight powerhouse in the US$7.2-trillion funds market
- By: Geoff Kirbyson
- March 5, 2007 March 5, 2007
- 11:15
Capital gains shelter, deferred RRSP conversion top wish list
Investment industry organizations put their ideas on the table in anticipation of the March 19 federal budget
- By: Stewart Lewis
- March 5, 2007 March 5, 2007
- 11:15
CI absorbs Rockwater, Blackmont to compete with banks
The latest in a series of acquisitions by CI is being lauded by Blackmont advisors, many of whom owned shares in the firm
- By: Gavin Adamson
- March 5, 2007 March 5, 2007
- 11:15
CIBC World Markets opens Winnipeg office
The bank’s investment unit does a lot of deals on the Prairies, but says many more are out there
- By: Geoff Kirbyson
- March 5, 2007 March 5, 2007
- 11:15
Early daylight saving time change a “mini-Y2K”
Software updates could prevent computer glitches when we spring forward on March 11 instead of on the first Sunday in April
- By: Lara Hertel
- March 5, 2007 March 5, 2007
- 11:15
Election budget expected
Environment, defence will get federal money
- By: Catherine Harris
- March 5, 2007 March 5, 2007
- 11:15
Climate change/competitiveness link is hot issue
Barriers to disclosing environmental impact include pension fund trustee viewpoint, short-term focus
- By: Stewart Lewis
- March 5, 2007 March 5, 2007
- 11:15
Strong focus on high-end insurance market
Under the leadership of Jim Burton, PPI Financial Group has become a respected boutique house
- By: Stewart Lewis
- February 20, 2007 February 20, 2007
- 09:52
Doubt cast on feds’ reasons for taxing income trusts
Ottawa says taxing trusts will stop a huge revenue leak, but its critics question whether such a leak actually exits
- By: James Langton
- February 20, 2007 February 20, 2007
- 09:52
Great-West big U.S. player
After several years of nibbling away at individual books of business in the U.S., Great-West Lifeco Inc. has finally landed a big fish.The Winnipeg-based giant…
- By: Geoff Kirbyson
- February 20, 2007 February 20, 2007
- 09:52
Old hand with elite clients finds new energy in bank alliance
Corporate Planning Associates has been tailoring financial plans for the wealthy for decades, and now wants more exposure
- By: Lara Hertel
- February 20, 2007 February 20, 2007
- 09:52
A “general manager” for the high net-worth client
Stewart & Kett Financial Advisors tackles complex financial situations on a fee-for-service basis
- By: Cynthia Innes
- February 20, 2007 February 20, 2007
- 09:52
Climate change could hammer global GDP
Scientific data on global warming are growing, as are estimates of the potential fallout that could hit the world economy
- By: James Langton
- February 20, 2007 February 20, 2007
- 09:52
Bumper year seen as markets roar ahead
Based on early indications, the current RRSP season is shaping up to be a whopper. Advisors are reporting that after a few years of strong…
- By: Jade Hemeon
- February 20, 2007 February 20, 2007
- 09:52