A new mutual fund from Toronto-based RBC Global Asset Management Inc. seeks to take advantage of market trends. RBC Trend Canadian Equity Fund follows the investment thesis that recent trends in securities prices tend to continue for a period of time. The fund uses a tactical approach in asset allocation and has the flexibility to […]
Two new portfolios from Toronto-based Fidelity Investments Canada ULC are meant to help investors weather market volatility and low interest rates. Fidelity Conservative Managed Risk Portfolio is a multiple asset class product for retired and soon-to-retire investors. This portfolio is meant to mitigate investors’ exposure to market volatility while providing some equities exposure for potential […]
Darryl Robinson specializes in helping clients make the shift into retirement by addressing both their financial needs and their emotional anxieties
Oakville, Ont.-based Harvest Portfolios Group Inc. has converted four closed-end mutual funds into ETFs. Brand Leaders Plus Income ETF (formerly Brand Leaders Plus Income Fund) invests in an equal-weighted portfolio of 20 brand leaders selected from an annual report by New York-based Interbrand on the world’s top 100 brands that have a minimum market capitalization […]
Montreal-based Desjardins Investments Inc. has announced changes to its Chorus II Portfolios. The funds’ investment strategies now will include volatility-reduction criteria to determine what percentage of the portfolios’ assets will be invested in a particular security. The fundamental investment objective for each fund remains unchanged. New York-based Lazard Asset Management LLC will act as an […]
Toronto-based CI Investments Inc. has made changes in portfolio management for its G5/20 fund series. Montreal-based Fiera Capital Corp. has taken over the series’ portfolio subadvisory responsibilities, previously the responsibility of Montreal-based HR Stratégies Inc. (HRS). The decision follows changes to HRS’s business model, which saw its risk-management overlay managers move to Fiera. As a […]
Toronto-based Questrade Wealth Management Inc. has reduced management fees on six of its ETFs. Questrade Russell 1000 Equal Weight U.S. Technology Index ETF Hedged to CAD, Questrade Russell 1000 Equal Weight U.S. Industrials Index ETF Hedged to CAD, Questrade Russell 1000 Equal Weight U.S. Health Care Index ETF Hedged to CAD and Questrade Russell 1000 […]
The bank was among many others honored earlier this week for their commitment to lead and drive innovation in fintech
InvisorGPS allows investors to set short- and long-term goals; identify how long it will take to reach these goals; and track their progress, among other things
“Robo-advisors” typically invest your assets in a portfolio of exchange-traded funds, then rebalance your portfolio automatically