Industry

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eData initiative update

Strong support from distributors and carriers is helping the eData initiative make giant strides towards its realization. The eData initiative is a cooperative effort between CLIEDIS member carriers, distributors and system and software providers to develop a process for e-transactions and straight-through processing, starting with new business. Scott Sinclair, COO, Transamerica and co-chair of the […]

By Vikram Barhat |June 22, 2010

3 min read

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Experts: Invest in Euro equities

It may seem like an absurd investment strategy but this is the time to invest in European equities. At the recent Bull & Bear Symposium, financial experts from the U.S. made a strong case for investing in Europe and Emerging Markets. “In this market we’d be buying European equities,” said Jason E. Todd, Morgan Stanley […]

By Vikram Barhat |June 21, 2010

2 min read

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CPP overhaul to reward the patient

With provinces warming to the idea of enhancement to Canada Pension Plan (CPP) benefits, it looks as if legislators will soon be able to get to work on the details. “The careers are getting shorter, and the retirements are getting longer,” Laurier Guimond, senior program officer, Human Resources and Skills Development Canada, told the CIFPS […]

By Philip Porado |June 21, 2010

2 min read

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Pension plans revisit risk management

Risks abound for pensions plans – even while they are in the midst the process of restructuring the kinds of risks they are exposed to. Ask Errico Cocchi, pension fund investment manager for the City of Montreal. The end of 2008 and early 2009 “were a pretty tough year for our plan,” he says. “We […]

By Scot Blythe |June 18, 2010

3 min read

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SRI advisors: Be true to yourself

There’s value in having a conversation about values. And that’s always been the case for advisors who want to specialize in socially responsible investing (SRI). But how do you get in front of potential clients in the first place? “We put ourselves out there and we repel as many people as we attract,” says Stephen […]

By Doug Watt |June 18, 2010

4 min read

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Preventing questionable expenses

How careful are you, as an advisor, in ensuring the business expenses you claim each year at tax time are appropriate, reasonable and properly documented? A recent tax case decided in April (Platis v The Queen, 2010 TCC 150) involved Toronto advisor Peter Platis, a commissioned commodities and foreign exchange broker employed by Refco Futures […]

June 17, 2010

3 min read

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The importance of benefits benchmarking

A generation ago, benefits plans were a different animal. One-size-fits-all plans were the norm and the offloading of health costs by governments had yet to begin in earnest. Employers offered simpler plans for a simpler world. Fast-forward to today, and the benefits landscape has changed. Many costs have shifted from the public to the private […]

By Dave Jones |June 17, 2010

5 min read

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Retirement hurdles hurting Canadians

We probably all think about retirement throughout our working years. But when do we really take retirement planning more seriously? Dr. David Foote, author of the demographics best-seller ‘Boom, Bust, & Echo’, spoke at a Russell Investments-sponsored presentation for advisors not long ago and described how the average Canadian saves for retirement. According to Dr. […]

By Keith Pangretitsch |June 17, 2010

6 min read

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Briefly:

National Bank Securities will make changes to its Strategic Portfolios, adjusting the weightings of their constituent National Bank Securities mutual funds. The portfolios will be rebalanced between September 3 and September 24, 2010. A detailed notice giving all the details will be sent to all clients who own Strategic Portfolios. “These changes will better position […]

By Staff |June 17, 2010

3 min read

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Advisors key to SRI sales strategy

Quebec investors don’t know a lot about responsible investing, but a significant majority are interested in the concept — so interested, in fact, that 59% of those surveyed by Desjardins said they would consider investing in socially responsible investing (SRI) products. Furthermore, 64% believe that financial institutions have a duty to offer SRI products to […]

By Doug Watt |June 17, 2010

3 min read

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