Five new ETFs are available from iShares as part of that fund provider’s FactorSelect suite of ETFs. iShares is the ETF business division of Toronto-based BlackRock Asset Management Canada Ltd. The five new funds are: iShares FactorSelect MSCI EAFE Index ETF; iShares FactorSelect MSCI USA Index ETF; iShares FactorSelect MSCI Canada Index ETF; iShares FactorSelect […]
Toronto-based Questrade Wealth Management Inc. has launched an actively managed exchange-traded fund (ETF). Questrade Global Total Equity ETF uses a top-down approach to analyze global economic trends and a bottom-up strategy to select equities based on those trends. Westlake Village, Calif.-based One Capital Management LLC will subadvise the new ETF. As well, Questrade has launched […]
Vancouver-based Leede Financial Markets Inc. has announced that it is merging with Toronto-based Jones Gable & Co. Ltd. to create Leede Jones Gable Inc. The newly combined investment dealer will be headquartered in Calgary and will have more than 150 investment advisors and portfolio managers across the country, except for in Nova Scotia and Newfoundland […]
Toronto-based Franklin Templeton Investments Corp. has opened a European mutual fund to Canadian investors. Franklin Mutual European Fund uses a value approach and fundamental research to find European companies with upside potential. Philippe Brugère-Trélat, executive vice president and portfolio manager, Franklin Mutual Series; and Katrina Dudley, research analyst and portfolio manager, Franklin Mutual Series, are […]
Even before Albert Ashley became a financial advisor, he was acutely aware of the importance of pensions. And this advisor with Mennonite Savings and Credit Union soon will put his own retirement plan to the test
Integrating digital advice platforms is a major challenge
CanBanc Corp. closed-end fund now is available to investors on the Toronto Stock Exchange as an exchange-traded fund (ETF). Toronto-based First Asset Management Inc. announced the completion of the fund conversion in September. The converted fund, now called First Asset CanBanc Income ETF, provides unitholders with access to Canada’s Big Six banks. The ETF’s investment […]
Toronto-based Dynamic Funds has launched Dynamic Global All-Terrain Fund and Dynamic Global Infrastructure Class Fund. Dynamic Global All-Terrain Fund, managed by Myles Zyblock, portfolio manager and Dynamic’s chief investment strategist, uses a rules-based approach focusing on price momentum, price persistence and cross-asset metrics to select a concentrated set of asset classes. The fund’s objective is […]
Toronto-based AGF Investments Inc. has launched AGF Flex Asset Allocation Fund. This fund invests mainly in equities, fixed-income, commodities, property and infrastructure through exchange-traded funds to give unitholders exposure to a wide range of asset classes, market capitalization and sectors. Boston-based State Street Global Advisors, the asset-management arm of State Street Corp., will act as […]
Vancouver-based PenderFund Capital Management Ltd. now is the portfolio manager for Pender Corporate Bond Fund and Pender Canadian Equity Fund. These funds previously were subadvised by Fulcra Asset Management Inc. and Dixon Mitchell Investment Counsel Inc., respectively (both located in Vancouver). Geoff Castle now is the portfolio manager of Pender Corporate Bond Fund. As a […]