Toronto-based Counsel Portfolio Services Inc. has merged five corporate-class funds into the company’s fund equivalents. As of Jan. 13, the following corporate-class funds were terminated and their assets merged with their corresponding funds: Counsel Global Small Cap Class; Counsel International Growth Class; Counsel Short Term Fixed Income Class; Counsel U.S. Growth Class; and the Counsel […]
Brompton Opportunities Funds Inc. of Toronto is winding up Brompton Energy Opportunities Fund at the end of January. As a result, the portfolio manager is no longer accepting new purchases and all units of the A-class, F-class, Series 2009 and Series 2010 will be redeemed for cash, based on the net asset value per unit […]
The former founder of Wellington West and Todd Degelman will be opening the firm later this year and maintain a partnership with their previous dealer
Some of these investors believe robo-advisors do a better job than an advisor in picking stocks to meet risk tolerance and selecting investments for retirement plans
ATB Prosper is targeted to investors in Alberta who are looking to open an investment account to save for retirement or shorter-term goals
The robo-advisor provides clients with financial planning and access to a dedicated advisor and has expanded its offerings to include private investment portfolios
The regulator pulled out all the stops to engage a wide range of contestants from the developer community, ranging from high-school students to a team from Deloitte
Toronto-based Franklin Templeton Investments Corp. recently launched Franklin Quotential Fixed Income Portfolio. This portfolio offers investors an actively managed mix of domestic and foreign fixed-income securities. The portfolio invests primarily in mutual funds and ETFs, although adjustments to asset allocations and currency exposures will be made to capitalize on short-term opportunities and to manage risk […]
Toronto-based First Asset Investment Management Inc. has named Signature Global Asset Management, a unit of CI Investments Inc., as the portfolio manager for First Asset Hamilton Capital European ETF. For full details, visit www.firstasset.com. (fcollie@investmentexecutive.com). © 2017 Investment Executive. All rights reserved.
Toronto-based Horizons ETFs Management (Canada) Inc. has launched a new ETF focused on Europe-based companies. In what Horizons is hailing as a “Canadian first,” Horizons EURO STOXX 50 Index ETF seeks to replicate the EURO STOXX 50 futures roll index (total return). The index includes stocks of companies in 19 European Union countries that have […]