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Industry
A higher level of financial preparedness doesn’t necessarily make for a happier retirement. Or so it would seem from the BMO Retirement Institute Report, which found that despite being less financially prepared for retirement, women are more likely to enjoy their retirement than men. The report, titled Divergent Paths To Retirement: How Men And Women […]
By Vikram Barhat |April 26, 2011
3 min read
Having a bad day at work? That FaceBook rant or Twitter post that allowed you to blow off some steam could land you in hot water or worse, you could wind up in court. Statements posted online that negatively impact the reputation or image of another person, business or product, may be considered defamation. The author of such a posting could face legal action especially if they used assets at work – a laptop computer, a desktop computer or a cell phone – to do so.
By John Powell |April 26, 2011
XN Financial has named Keith Doan as vice-president of business development. Based in Toronto, he will be responsible for market development, growth initiatives and client relations, reporting to Paul Coleman, executive vice-president of the company. “Keith utilizes the versatility, simplicity and security that modern businesses require,” said Coleman. “Canada is a significant market for XN […]
By Staff |April 26, 2011
1 min read
Economic Indicators
Canadian investors are well versed in the volatility of commodity prices. Recent months have reinforced the connection between the value of industrial inputs and the returns of the stock market. Less understood, however, is what is causing commodity volatility. There’s no question that macroeconomic shocks—such as the earthquake/tsunami in Japan and political turmoil in the […]
A hearing panel of the Investment Industry Regulatory Organization of Canada (IIROC) has imposed a penalty on Patrick David O’Neill which includes a fine of $775,000 and a permanent ban. The panel also ordered Mr. O’Neill to pay $104,985.06 in costs. The panel’s penalty decision follows an earlier decision which found that O’Neill misled clients […]
By Staff |April 25, 2011
2 min read
Election promises had slowed to a trickle lately, at least on the financial planning front, with parties falling into the age-old pattern of critiquing rival platforms. Until Sunday. Granted, it’s not a huge announcement—in fact, it’s a reiteration of a budget promise—but the Conservatives have offered a $500 tax credit toward children’s arts programs. It […]
In the wake of the Great Recession, Canada was repeatedly lauded for its conservative financial system, which allowed the economy to glide through the downturn relatively unscathed. But is our conservative corporate culture an impediment to economic activity? An expert panel at the recent EuroMoney Canada Forum shared its outlook for corporate Canada in the […]
By Vikram Barhat |April 25, 2011
After briefly losing some investment inflows to developed markets, especially the U.S., emerging markets have pulled back the pendulum of inventor mood with measures to rein in inflation. The first quarter of 2011 saw about $18.6 billion leave emerging market equity funds, about the same as gained by the U.S.-dedicated equity funds during the period, […]
A settlement hearing in the matter of Gillian Ann Gibson-Sargeant was held today in Toronto, Ontario before a hearing panel of the MFDA’s Central Regional Council. The hearing panel accepted the settlement agreement between MFDA staff and the respondent, as a consequence of which the respondent has been permanently prohibited from conducting securities related business […]
By Staff |April 21, 2011
For this year’s Dollars & Sense special report, we’re doing more than top-line analysis of the survey data. We always have more data than we can use, and this year we decided to comb through the deeper layers of the statistical onion in search of anomalies and patterns that shed light on some of the sticky issues client-facing advisors either already face on a day-to-day basis, or likely will face sooner or later.
4 min read
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