Some investment products closed to new sales
DALBAR finds continuous improvement by all direct brokerages
Registration suspended for six months
More locations added in remote regions to let clients speak with financial planners and investment advisors
Offering expected to raise over US$303 million
Marko Pencak, head of research, departs
The five portfolios contain a diversified asset mix of 10-15 funds from Sun Life Global Investments, Sun Life affiliates and third-party asset managers
Pools span Canadian, U.S. and global equities, as well as Canadian fixed income.
Leede Financial rep guaranteed a client account and placed discretionary trades
Industry veteran Neil Adshead brings mining industry expertise