Sampson admits misappropriation of client funds
Fund dealers, compliance professionals
Acquisition makes RSA Canada’s fourth-largest general insurer
4 out of 10 Canadians are looking for tools to help them track their finances more effectively: poll
Automatic re-designation of eligible assets planned for Feb. 11
Pension health index down 1% on the year
ClientCheck joins ValueOne productivity suite
O’Leary Funds Management LP will be offering a low load deferred sales charge option for nine of its funds, effective mid-January.The DSC will be offered for:> O’Leary Canadian Equity Yield Fund;> O’Leary Canadian Balanced Yield Fund;> O’Leary Canadian Bond Yield Fund;> O’Leary Founder’s Series Income & Growth Fund;> O’Leary Global Equity Yield Fund;> O’Leary Global […]
The Ontario Securities Commission Thursday announced the appointment of veteran securities lawyer Edward Kerwin as a commissioner for a two-year term, effective January 4.Kerwin was a partner of McCarthy Tétrault from 1979 until his retirement at the end of 2009.“Edward Kerwin’s tremendous legal expertise, knowledge of the capital markets and experience as a director will […]
With RRSP season ramping up, the Financial Planning Standards Council is encouraging Canadians to take a more comprehensive planning perspective for retirement and other lifestages.According to the FPSC’s Value of Financial Planning study, 61% of Canadians who engage in comprehensive financial planning feel confident they will be satisfied with their financial situation upon retirement, as […]