Andrew Marsh is overseeing the merger of two big names in the wealth-management business while striving to retain a boutique-like feel at year-old Richardson GMP
These fixed-income mutual funds use complex derivative strategies to “recharacterize” income
The RBC fund has outshone other precious metals funds
Will fund managers who value Dynamic’s independent and aggressive nature find themselves at home at Scotiabank?
One of Canada’s largest retail fund companies is changing course, adding ETFs and institutional money management
The firm, which focuses on fundamental indexing, is the fastest-growing fund company in Canada
Couples may have options for reducing taxes by keeping mandatory RRiF withdrawals low
Long-lived clients and anemic fixed-income returns mean that financial advisors should be looking for ways to keep investments growing strongly well into the retirement years
By purchasing Hartford Investments, CI receives a stable of mutual funds and some of Canada’s top portfolio managers
New fund family brings together talent from within Sun Life’s network as well as from a number of global partners