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2017 IFIC/Pollara Survey: Key take-aways for advisors

Ross Kappele shares key findings from a recent survey of Canadian investors

Top taxfilers see incomes rise

The Elite Pricing program now includes auto-switching, “householding” and new rebate thresholds

  • By: IE Staff
  • September 25, 2017 December 14, 2017
  • 15:10

The impact of fees on investor returns varies across jurisdictions, asset classes and client types

The firm is changing the risk ratings of some mutual funds, the names of others and management fee disclosure as of July 27

  • By: Leah Golob
  • July 18, 2017 December 14, 2017
  • 14:10
Securities regulators to assess climate change-related risks

Climetrics allows investors to more easily integrate climate impact considerations into their investment decisions

New investment objectives for seven funds

  • By: IE Staff
  • June 22, 2017 June 22, 2017
  • 15:30

The CDPSF will train the organization’s fund reps in its caisse network in Quebec and Ontario as of July 4

  • By: IE Staff
  • June 22, 2017 December 19, 2017
  • 09:30

Morningstar study shows that harmful market timing calls push investment performance down

Help clients understand financial planning

Focusing on a product’s value proposition instead of its fee structure is key in ensuring the product stands out

The mutual fund firm will be able to finance educational events that Quebec-based lobby group for advisors, PAFSA, is hosting