News and resources for Canada's top financial advisors
Industry
Manulife today announced its new Synergy insurance product, which combines life insurance, critical illness insurance and disability insurance in one package—with one application, one payment and one plan to manage. “For many of us, the combined risk of disability, illness or death before age 65 is significant and the financial impact can be devastating,” said […]
By Staff |June 23, 2011
2 min read
Estate Planning
Caught in the financial crunch of caring for children and parents, many baby boomers could be struggling to find a balance between dreams and duty when they retire.
CIBC Mellon has named Rob Ferguson as head of global securities lending, giving him sole responsibility for leading the firm’s capital markets team. Ferguson steps into the role following the appointment of Robert Chiuch as managing director, US equity and corporate securities finance at CIBC Mellon’s parent company BNY Mellon. Meanwhile Phil Zywot has been […]
1 min read
The Canadian Securities Administrators (CSA) is calling for comments on its Consultation Paper 91-402 – Derivatives: Trade Repositories, which it published today. Under the CSA’s proposed regulatory framework, all OTC derivative transactions entered into by a Canadian counterparty would be required to be reported to an approved trade repository. This data would be available to […]
Transitioning your practice to SRI can be a painless process, according to one advisor who made the move successfully. Gail Taylor of Gail Taylor and Associates at CIBC Wood Gundy in Edmonton has a $100 million SRI book and more than 100 clients. Speaking at the Canadian Responsible Investment Conference in Victoria this week, Taylor […]
By Doug Watt |June 23, 2011
3 min read
The Autorité des marchés financiers (AMF) has launched penal proceedings in the judicial district of Saint-Hyacinthe against Claude Mercier for violations in connection with illegal distributions. The AMF has filed 84 charges and is seeking fines totalling $1,845,000 and a prison term. More specifically, the AMF accuses Claude Mercier of acting illegally as a securities […]
By Staff |June 22, 2011
In a world where volatility is the new normal, getting the right asset mix and sector-rotation can make the difference between capital gain and loss. “You have got to be an active manager,” said John Zechner, chair and CEO of J. Zechner Associates Inc., speaking at the CIFPs 9th Annual National Conference-2011, in Ottawa. “Markets […]
By Vikram Barhat |June 22, 2011
4 min read
Equity risk and concerns about the outlook for Europe and China received top billing from Geoff Stein, portfolio manager and co-lead manager of the Fidelity Canadian Asset Allocation Fund, during the fund company’s recent ‘Straight Talk on the Markets’ webcast. Stein explains that when he and co-lead manager Derek Young took over the fund in […]
By Dean DiSpalatro |June 22, 2011
The Toronto CFA Society and Hillsdale Investment Management are calling for submissions for the second year of the Toronto CFA Society & Hillsdale Canadian Investment Research Award. Applications are judged on the potential contribution of their applied research to topics of interest related to Canadian capital markets. Areas of research interest include any aspect of […]
By Staff |June 21, 2011
Invesco announced today the launch of the PowerShares Fundamental High Yield Corporate Bond (CAD Hedged) Index ETF, the first fixed-income ETF in Canada to use the Research Affiliates Fundamental Index (RAFI) methodology. This new ETF has now closed the initial offering of its units and will be available for trading on the TSX today. With […]
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