Toronto-based Excel Funds Management Inc. has launched its first ETFs. Excel Global Balanced Asset Allocation ETF and Excel Global Growth Asset Allocation ETF began trading on the Toronto Stock Exchange (TSX) in May. The investment objective of Excel Global Balanced Asset Allocation ETF is to achieve an annual return of 2.5% more than the Bank […]
Toronto-based Franklin Templeton Investments Corp. recently introduced its Franklin LibertyShares Platform in Canada. This platform includes two actively managed ETFs and two strategic beta ETFs. Franklin Liberty Risk Managed Canadian Equity ETF and Franklin Liberty Canadian Investment Grade Corporate ETF are actively managed ETFs that began trading on the TSX on May 30. As actively […]
Toronto-based Mackenzie Financial Corp. is adding to its product lineup by launching two mutual funds and an ETF. Mackenzie U.S. Strategic Income Fund invests primarily in U.S. dividend-paying equities and a diversified portfolio of fixed-income securities, including high-yield bonds and loans. This fund also actively manages exposure to foreign currency. Mackenzie Global Credit Opportunities Fund’s […]
No one need manage their books manually in 2017. A variety of software tools cover every aspect of bookkeeping and accounting so you can spend more time serving your clients and less time tracking receipts
Most advisors offer financial planning, but only about half of clients have a plan
Roy Gori to succeed Donald Guloien
The firm’s two new ETFs use asset-class management to provide better diversification
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