Eight teams of financial services students from six schools competed in the 2013 Case Challenge
Panel finds rep made unsuitable investment recommendations and personally compensated clients for account losses
Study finds that 52% of Canadians who file their taxes do so because it is the “right thing to do”
Newly acquired Epoch Investment Partners to invest in companies generating free cash flow and effectively allocating capital
Fund company launches new mutual fund and re-names another
Fund’s performance outweighs the loss of tax advantages created through the use of forward contracts, manager says
Clients who hold U.S. citizenship may be unaware of certain tax consequences, says BMO tax expert.
The eleven mutual funds and pools are in addition to a Manulife fund closed earlier this month
Ex Monarch Wealth rep refused to co-operate with an MFDA investigation into possible misuse of client information
Current wealth management agreement will continue until 2019