Adelaide Kim will co-manage Mackenzie Canadian Large Cap Dividend & Growth Fund as of Nov. 21
Joe Pavao joins the firm as its new president and COO while Jason Mackey joins as its new chief financial officer
The new separately managed account program and fee-based account will take care of HNW clients’ needs that mutual funds cannot
The association encourages remaining provinces to quickly move to make PRPPs available to their citizens
An error was made in the editing of a sentence in an article headlined “Insurance exemption deadline looms” in our Mid-October issue. The corrected sentence reads as follows: Although the changes will result in less tax-exempt investment room in permanent life insurance policies, insurance advisors such as Mark Halpern, CEO of WEALTHinsurance.com in Markham, Ont., […]
David Anderson has spent the past 18 years with Dundee Securities, most recently as the firm’s vice chairman
The firm proposes to terminate four exchange-traded funds
Volatility is expected in the immediate future given Donald Trump’s victory
Changes result from federal tax treatment