Toronto-based AGF Investments Inc. has launched a suite of seven ETFs: QuantShares Enhanced Core Canadian Equity ETF, QuantShares Enhanced Core US Equity ETF, QuantShares Enhanced Core International Equity ETF, QuantShares Enhanced Core Emerging Markets Equity ETF, QuantShares Global Equity Rotation ETF, QuantShares MultiAsset Allocation ETF and QuantShares MultiAsset Income Allocation ETF. All of the funds […]
Calgary-based Mawer Investment Management Ltd. has introduced a new emerging-markets fund. Mawer Emerging Markets Equity Fund will invest primarily in equities and equities-related securities of companies that are located, or are active, in emerging-market countries. The fund may also use treasury bills or short-term investments, not exceeding three years to maturity. Peter Lampert will act […]
Toronto-based Fidelity Investments Canada ULC has launched Fidelity Insights Class Fund, which seeks to achieve long-term capital appreciation through investments in global equities across the market capitalization spectrum with an emphasis on U.S. equities. The fund’s portfolio manager, Will Danoff, will use a bottom-up fundamental analysis to select securities and will also work with Fidelity’s […]
With VirtualSage, individuals can talk with a financial planner or retirement consultant through a virtual chat portal
Clients will initially sign up with CTI ePortfolio by filling in an online questionnaire then meet with a rep in person to confirm the answers before any money is invested
Some of Canada's robo-advisors are adding higher-level services for clients who have amassed significant investible assets
Toronto-based ScotiaFunds, a unit of Bank of Nova Scotia, has simplified and reduced its pricing for 51 mutual funds. As part of the change, ScotiaFunds now offers four distinct pricing levels for its fixed-income, equity income/dividend income, balanced and equity funds. No longer will there be a premium price within a category for specialty, foreign […]
Five more mutual funds are eligible for investment within Toronto-based Mackenzie Financial Corp.’s registered disability savings plan (RDSP). The following funds now are eligible for RDSP accounts: Mackenzie Canadian Growth Fund, Mackenzie Canadian Growth Balanced Fund, Mackenzie Ivy Canadian Balanced Fund, Mackenzie Ivy Global Balanced Fund and Mackenzie US Growth Class. The addition of these […]
London, Ont.-based Quadrus Investment Services Ltd. now offers a rebate in management fees for the company’s Quadrus Group of Funds for unitholders’ accounts that meet a certain asset level. Unitholders with $100,000 or more invested in series Q, D5, D8, QF, H, H5, H8 and RB funds are eligible for the rebate. The rebate will […]
Toronto-based Redwood Asset Management Inc., acquired by Purpose Investment Inc. in July 2016, will launch four new actively managed ETFs on the Aequitas NEO exchange. The four new ETFs are: Redwood Floating Rate Preferred Fund, Redwood U.S. Preferred Share Fund, Redwood Emerging Markets Dividend Fund and Redwood Unconstrained Bond Fund. These funds are expected to […]