News and resources for Canada's top financial advisors
Economic Indicators
National economists agree the economy is poised for growth in 2011 but Canadians have a reserved attitude, it was revealed at the Economic Club Outlook 2011 in Toronto.
By Suzanne Sharma |January 6, 2011
3 min read
Industry
As the clock keeps on ticking, Canadian baby boomers are beginning to fret more and more.
By Staff |January 5, 2011
BMO announced three senior executive appointments today, reflecting the focus of BMO on supporting integration and expansion throughout the coming years. First, Tom Flynn has been appointed executive vice-president and chief financial officer, succeeding Russ Robertson. His new position becomes effective March 23, 2011. Previously, Flynn was executive vice-president and chief risk officer, where he […]
1 min read
Here’s the deal, you can stash away up to $5,000 per year, invest in any of the most popular and accessible vehicles and your returns are tax free. Sounds good, right? But more than half of Canadians have not taken advantage of the TFSA, according to a survey commissioned by ING DIRECT. Even among those […]
By Steven Lamb |January 5, 2011
2 min read
Rising personal debt loads and insufficient retirement savings seem to be pointing to the fact that financial literacy education should start at an earlier age in Canada.
By John Powell |January 5, 2011
Hub International Limited, the Chicago-based parent of Hub Financial, has acquired the assets of Phoenix Insurance Group Grande Prairie Inc., an Alberta-based insurance brokerage and part of the overall Phoenix Insurance Group. The firm will become part of Hub International Barton (Hub Barton) within the Hub International Canada West region. The three partners of the […]
A Hearing Panel of the Central Regional Council of the MFDA has issued its Reasons for Decision in connection with the settlement hearing held in Toronto, Ontario on August 20, 2010 in the matter Excel Financial Growth Inc. A copy of the Hearing Panel’s Reasons for Decision is available here, or on the MFDA website […]
Soaring commodity prices helped drive Canadian equity funds higher in 2010, marking a second consecutive year of gains, according to data from Morningstar Canada. In fact, all but two of Morningstar’s 44 fund categories ended the year with positive returns. The top performing fund category was the Precious Metals Equity Fund Index, which gained a […]
Studies consistently show if investors stay in their comfort zones—their home countries—they’re sacrificing returns.
By Scot Blythe |January 5, 2011
6 min read
Retiring Canadians not only want to keep busy but need to do so.
By John Powell |January 4, 2011
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