Toronto-based Fidelity Investments Canada ULC has launched a new mutual fund for Canadian investors seeking U.S. investment exposure. Fidelity U.S. All-Cap Fund targets investment opportunities across all market-capitalization ranges and investment styles to find the best opportunities for investors. The fund will be managed by John Roth, U.S. equities portfolio manager at Fidelity. Roth employs […]
Toronto-based CI Investments Inc. has named Brandon Snow, principal and portfolio manager with Cambridge Advisors (the business brand name of CI Global Investments Inc.), as portfolio manager of Cambridge Canadian Asset Allocation Corporate Class fund. Snow becomes co-manager of the fund, along with Alan Radlo, chief investment officer, and Robert Swanson, principal and portfolio manager, […]
The pinboard website first became popular among hobbyists, who would "pin" or upload images of items such as knitting projects. Today, businesses - and financial advisors - are recognizing the website's potential as a marketing tool
In an effort to raise standards of proficiency, program offers training in financial planning and building a mutual funds practice
Toronto-based Fidelity Investments Canada ULC has appointed Steve DuFour, U.S. equities portfolio manager with Fidelity, to assume portfolio-management responsibilities for Fidelity Growth America Fund. DuFour will take over responsibilities from Young Chin, who remains in his role as chief investment officer for Toronto-based Pyramis Global Advisors LLC. The fund’s investment objectives remain the same under […]
Toronto-based Matrix Asset Management Inc., the portfolio manager of Matrix mutual funds, has announced that it will become the portfolio advisor for three funds – Matrix Covered Call Canadian Banks Plus Fund (Corporate Class), Matrix Dow Jones Canada High Dividend 50 Fund (Corporate Class) and Matrix S&P/TSX Canadian Dividend Aristocrats Fund Corporate Class – replacing […]
Toronto-based Sun Life Global Investments (Canada) Inc. has launched four new income funds and a new equity/value fund in introducing two new Sun Life Granite Managed Portfolios (Sun Life Managed Income Portfolio and Sun Life Managed Enhanced Income Portfolio) and three subadvised new funds (Sun Life Dynamic Strategic Yield Fund, Sun Life Dynamic Equity Income […]
Toronto-based Horizons Exchange Traded Funds Inc., along with its affiliate, AlphaPro Management Inc., has introduced a new exchange-traded fund (ETF) to its lineup. Horizons Active S&P/TSX 60 Index Covered Call ETF uses a covered-call strategy to generate additional income from the options-eligible stocks comprising the S&P/TSX 60 index. The investment objective is to provide investors […]
Calgary-based Canoe Financial LP has launched two new income-oriented mutual funds: Canoe North American Monthly Income Fund and Canoe Strategic High Yield Fund. These funds expand Canoe’s mutual fund lineup in the global neutral/balanced and global fixed-income categories. Canoe North American Monthly Income Fund provides investors with income and long-term capital growth by investing in […]