Anatol von Hahn has joined Smart Money while Salim Manji of Barney River Investments is now a minority shareholder and advisor
According to an internal memo, Jason Robertson steps into the position after having worked as head of GMP Securities’ diversified investment-banking group
Traditional financial services firms are seeking robo-advisors
TD Asset Management Inc. of Toronto has integrated nine of its TD Private Funds into its TD Mutual Funds lineup. The nine funds have been given new names as a result of the integration. For example, TD Private Canadian Corporate Bond Fund now is called TD Canadian Corporate Bond Fund – Private Series. For the […]
Montreal-based National Bank Investments Inc. (NBI) has announced several changes to two of its mutual funds. On March 4, BNY Mellon Asset Management Canada Ltd. will replace National Bank Trust Inc. as portfolio manager of NBI Real Assets Private Portfolio. At the same time, BNY Mellon’s affiliate, Boston Co. Asset Management LLC, will act as […]
Toronto-based Sun Life Global Investments (Canada) Inc. has launched two new low-volatility mutual funds. Sun Life MFS Low Volatility Global Equity Fund and Sun Life MFS Low Volatility International Equity Fund are actively managed funds that seek to outperform their benchmarks while mitigating market volatility. The funds invest directly in diversified portfolios of equities or […]
Toronto-based CIBC Asset Management Inc. has announced management changes to two of its mutual funds. As of April 1, Los Angeles-based Causeway Capital Management LLC will act as portfolio subadvisor for Renaissance Global Markets Fund. As well, Renaissance Canadian Core Value Fund now will include exposure to Renaissance Global Value Fund, which is subadvised by […]
Toronto-based BMO Asset Management Inc. has added two ETFs to its product shelf. BMO Low Volatility International Equity Hedged to CAD ETF invests in international equities with an eye toward downside protection. To reduce the volatility of this ETF’s holdings, there is a heavier weighting of securities with a low sensitivity to market movement. BMO […]
Advisors with the Vancouver-based firm will be able to meet anywhere with their clients and fill out important documents via a tablet or laptop
Jalasjaa has overseen Scotiabank’s independent retail advisory network since 2013