Home Tessie Sanci

Edward Jones’ goal is to have an advisor in every community

  • March 1, 2017 December 18, 2017
  • 01:00

Many recent immigrants have preferences for certain goals, such as education and a home. And while they can quickly become major clients, they also vet recommendations more often

  • March 1, 2017 December 18, 2017
  • 00:50

As RRSP season winds down, this should remind clients that retirement planning requires more than making an annual RRSP contribution, CIBC suggests

  • February 24, 2017 February 24, 2017
  • 16:30

Mary Anne Palangio takes over Derek Slemko's role, joining the asset manager after holding the same position with Ontario Retirement Pension Plan Administration Corp.

  • February 24, 2017 February 24, 2017
  • 10:45

Vancity Capital is contributing to a revolving credit facility that will provide CoPower, a clean energy investment platform, with flexible capital to finance clean energy projects

  • February 23, 2017 February 23, 2017
  • 10:55

The elimination of embedded commissions could make the financial services sector less desirable for young adults or widen the advice gap for the mass affluent, some suggest

  • February 22, 2017 February 22, 2017
  • 17:00

Jeremy Nicholas Drew Austin was taken to task for unsuitable investment recommendations and unauthorized trading

  • February 21, 2017 December 19, 2017
  • 16:45

LOGiQ is looking to sell all non-cash assets of the fund and discharge liabilities; remaining assets will be distributed among unitholders as soon as it’s practical to do so

  • February 21, 2017 February 21, 2017
  • 10:40

Investors in the terminating funds will receive securities of the appropriate continuing funds on a series-for-series and dollar-for-dollar basis

  • February 17, 2017 February 17, 2017
  • 12:10

The proposed change comes in anticipation of the fund’s forward contract, which expires on April 13

  • February 17, 2017 February 17, 2017
  • 10:40