Regional managers are overseeing the reassignment of clients to veteran advisors following the dismissal of approximately 400 primarily younger advisors
Value investing also contributed to solid returns in mutual fund families
Gaelen Morphet's style is very much in line with Sentry's brand of investment management
Canoe will become the portfolio manager of the O’Leary funds once the deal closes officially
Having investment fund manager and portfolio manager roles under one legal entity is expected to improve operational efficiencies
The firm has also hired Christophe Vandewiele to oversee its entry into the institutional market
The purchase will provide Front Street Capital additional resources to continue its growth strategy
Non-bank mutual fund firms have it tough against the big banks, but investment opportunities exist
Firms partners with Bullfrog Power
Rebate is good “corporate behaviour”