How advisors rated their firms
Toronto-based Front Street Capital Inc. has appointed Rick Brown as senior portfolio manager of fixed-income. He will oversee all fixed- and variable-income portfolio-management responsibilities at the firm. Brown will be responsible for implementing fixed-income investment strategy and research, as well as for driving the investment and reallocation process. Brown is the lead portfolio manager of […]
Toronto-based BMO Investments Inc. has announced changes to a number of its mutual funds. BMO Asset Management Inc. (BMOAM) will replace both New York-based Lazard Asset Management (Canada) Inc., the current portfolio manager of BMO Global Absolute Return Fund, and Montreal-based Global Alpha Capital Management Ltd., the current portfolio manager of BMO Global Small Cap […]
Toronto-based FT Portfolios Canada Co., an affiliate of Chicago-based First Trust Portfolios LP, has launched its first set of fundamentally weighted dividend exchange-traded funds (ETFs). First Trust AlphaDEX Canadian Dividend Plus ETF will invest primarily in a portfolio of higher-yielding Canadian dividend-paying stocks. First Trust AlphaDEX U.S. Dividend Plus ETF (hedged into Canadian dollars) will […]
Toronto-based Manulife Mutual Funds has given Roberto Sanchez-Dahl, managing director and senior portfolio manager, and Paolo Valle, managing director and senior portfolio manager, both with Manulife Asset Management, the portfolio-management responsibilities for Manulife Emerging Markets Debt Fund. The fixed-income portion of Manulife Emerging Markets Balanced Fund also will be managed by this new team, which […]
Toronto-based IA Clarington Investments Inc. said Thursday that investors of IA Clarington Funds and IA Clarington Target Click Funds have approved a proposal to change the method of charging operating expenses to the funds to a fixed rate administration fee model. “The plan which was approved by investors will provide increased fee predictability and clarity, […]
Louis Morisset succeeds Mario Albert
ICPM workshop focuses on five action steps