News and resources for Canada's top financial advisors
Industry
Manulife Financial has named Paul Lorentz as senior vice-president, investment products and president, Manulife Investments. Lorentz joined Manulife in 1993, and most recently led Manulife’s distribution organization. “This is a new senior executive position in our Canadian business that reflects our view that our wealth management business holds tremendous potential,” said Roy Firth, executive vice-president, […]
By Staff |March 11, 2010
2 min read
As business students from George Brown College found out, sometimes financial advisors can learn a thing or two from their clients. George Brown’s SIFE team (Students In Free Enterprise) won the 2010 HSBC SIFE Financial Education Challenge Regional Championships and will now move on to the national competition in Calgary on May 11th. The competition […]
By John Powell |March 11, 2010
Industry veteran Robert J. Bogart has been appointed as senior vice-president and chief financial officer (CFO) of AGF Management Limited (AGF), the company announced today. “At AGF, we are committed to providing our stakeholders with transparency, disclosure and value, a philosophy that Bob shares. He is a great fit within our culture of helping investors […]
By Vikram Barhat |March 10, 2010
1 min read
Standalone mutual funds may be under attack—with billions in net redemptions over the past year—but the culprit is not necessarily the much-vaunted exchange traded fund. In fact, much of the money pulled out of individual funds may be finding its way into one of the best marketing tools the fund companies have: the portfolio solution. […]
By Steven Lamb |March 10, 2010
3 min read
If your clients are taking a quick spring break to a U.S destination, make sure they pack more protection than just sunscreen—they need to buy travel health insurance. A medical emergency outside of Canada can pose a serious threat to their overall financial well-being. “Spring Break is a popular time to travel, whether it’s a […]
By Steven Lamb |March 9, 2010
The insurance industry is trailing behind other industries in keeping customers informed electronically, a recent research study concludes. Commissioned by U.S.-based NewRiver, a company that provides technology solutions to financial services firms, the study found variable annuity (VA) and variable universal life (VUL) policyholders had a strong inclination towards receiving prospectus and related compliance documents […]
By Vikram Barhat |March 9, 2010
Rogers Publishing Limited today relaunched Conseiller.ca, Quebec’s Web portal for financial professionals. The single entry point brings together content from: • Conseiller.ca: the online resource for financial advisors in Quebec; • RevueAvantages.ca: the only French website in Canada devoted to the group pension and benefits sector; and • Assurancededommages.ca: the online resource for property and […]
By Staff |March 9, 2010
After more than a year of economic turmoil and volatile markets, Canadians have returned to their retirement plans, according to the fourth annual Investors Group RRSP Exit Poll. The survey found that 36% of Canadian adults made RRSP contributions during the 2009 tax year, up from 31% in the prior year. When it comes to […]
By Steven Lamb |March 8, 2010
A steady increase in the number of Canadians intending to invest in a home further bolsters the resurgence of Canadian housing market, according to the 17th Annual RBC Homeownership Study. The survey, which tracks Canadians’ attitudes and behaviours around home buying and home ownership, revealed 10% of Canadians are likely to buy a home in […]
By Vikram Barhat |March 8, 2010
Who says sustainable investing doesn’t pay? The Jantzi Social Index (JSI) posted a return of 5.22% in February, beating out both the S&P/TSX Composite Index (up 4.97%) and the S&P/TSX 60 Index (up 5.09%). Since its inception on January 1, 2000, the Jantzi Social Index has posted an annualized return of 5.49%, compared to 5.44% […]
By Staff |March 5, 2010
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