Portag3 Ventures has three large financial services firms backing it that want to get in on the ground floor of fintech's growth
Many Canadian seniors are carrying significant debt and they don't appear to be too worried about it. In some cases, your role may be to help your clients manage their debt while still encouraging them to have a retirement saving plan
Toronto-based Purpose Investments Inc. has launched two income-generating investments that are available as mutual funds and ETFs. Purpose Conservative Income Fund is meant for investors looking for a risk-managed strategy that provides a moderate level of income with modest capital appreciation, all while managing market volatility and downside risk. This fund uses an equities-based, option-collar […]
Toronto-based Mackenzie Financial Corp. has added four corporate-class mutual funds to its lineup. Mackenzie Canadian Growth Class focuses on companies that are market leaders, but typically are not household names. Mackenzie Canadian Growth Balanced Class looks to deliver long-term growth of capital through investments in high-quality companies along with a fixed-income component. Mackenzie Ivy Canadian […]
Toronto-based First Asset Investment Management Inc.’s product shelf is a little bit broader now with the recent launch of three new ETFs. First Asset U.S. Equity Multi-Factor Index ETF consists of a portfolio of high-quality U.S. equities with low sensitivity to market fluctuations, as well as low price/earnings and price/book characteristics. First Asset Canadian Dividend […]
A mutual fund focused on silver bullion now is available from Toronto-based Bullion Management Group Inc. (BMG). BMG Silver BullionFund invests exclusively in silver bullion and is meant for investors looking to diversify their precious metals investments. The fund is priced at net asset value and thus does not have the liquidity issues associated with […]
The president and CEO of HSBC Bank Canada is the first person to receive the Inclusion Vanguard Award for the impact she’s had on diversity in the workplace
However, the bank does not intend to make the U.S. robo-advisor available to Canadian investors for the time being
The investment industry is embracing and launching robo-advice platforms in one form or another
A new emerging-markets ETF is available from Toronto-based Sphere Investment Management Inc. Sphere FTSE Emerging Markets Sustainable Yield Index ETF is a smart-beta fund that seeks to replicate the performance of the FTSE emerging sustainable yield 150 10% capped 100% hedged CAD Index. The ETF invests in up to 150 equities from countries classified as […]