David Taylor, formerly a star fund manager for Dynamic Funds, is out on his own and already has some major clients. Starting from scratch, Taylor says, has exciting potential
Ottawa to eliminate "character conversion transactions"
New principles intend to ensure that investors trust both their advisors and the industry, as that trust is sorely lacking
Efficiencies may be found in human resources, office space and back-office functions, which could free up capital
But fund portfolio managers are shopping around. There's still a lot of stuff to worry about, says one manager
ETFs can be used to access a variety of income products, beyond basic bond index exposure
Preferred shares boast healthy dividends and tax advantages, but advisors should be aware of the downsides, too
Brian Culbert, investment advisor and first vice president at CIBC Wood Gundy, speaks about his charitable work that has raised about $250,000 for Sick Kids hospital. Culbert talks about running the 168-kilometre North Face Ultra-Trail du Mont-Blanc race. He spoke with Jade Hemeon, senior reporter, Investment Executive, at the TMX Broadcast Centre in Toronto.
Help clients build a portfolio that provides a blend of different types of income
Brian Culbert, an advisor with CIBC Wood Gundy, has raised hundreds of thousands of dollars for children's health around the world. The money helps to train nurses in Africa, a key factor in preventing child deaths