Nine of 16 firms see lower ratings; advisors voice concerns about the process (includes chart)
The views of five long-time investors as to where the market action will — or won’t — be
Clients are attracted by the low management fees, transparency and growing investment options of exchange-traded funds
Paul Musson says he is a “worrywart” and vows to tread carefully at all times
”Forward motion cures all,” says Bay Street athlete
Brian Culbert, first vice president with CIBC Wood Gundy Inc., has a multi-pronged strategy for building client confidence in tough times. It combines service, regular communication and total honesty. He shares a base of about 300 clients with business partner Bruce Moore and, with the help of three assistants, the pair are able to offer […]
Advisor adjusts musical sounds for folk festivals and concerts throughout Ontario
Successful entrepreneur finds harmony in helping out young musicians
Sextant Capital Management faces OSC allegations of self-dealing, exaggeration of asset values
If a fund’s portfolio is concentrated in illiquid small-cap or micro-cap companies, redemptions could be hard to meet