News and resources for Canada's top financial advisors
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It might be the single biggest value -add in investment planning you offer clients this year — managing their currency risk. A lot of fund providers have come on board offering currency neutral options on popular global mandates. Canadian investors and their advisors have been inundated about the need to invest globally. This strategy has […]
By Mark Noble |October 13, 2009
4 min read
Canadians are not shying away from investment opportunities. According to a national survey, even though 60% of investors lost money in the past year, most feel that the economy is on the rebound and therefore they plan to invest more but it might be with a different firm. Conducted by Maritz Research Canada, the poll […]
By Staff |October 13, 2009
3 min read
An “uneven” rebound in 2010 means investors will have to dig deep to find growth opportunities in sectors and markets that have been overlooked in the past—and possibly ramp up their exposure to emerging markets—according to a new investment strategy report from CIBC. “The world’s economy is again in drive, but operating on only half […]
By Staff |October 9, 2009
5 min read
Investors these days truly have a tough nut to crack, as much has been debated about the merits of active versus passive management. Amid debates, confusion and reports — investors still need to plan and carefully assess the best way to manage their funds. At the first Vanguard Investment Strategy Group Investment Forum, principal Fran […]
By Anna Olejarczyk |October 9, 2009
As competitive alternative marketplaces begin to vie with the Toronto Stock Exchange, Canada has gone through in two years what the United States took a decade to achieve in fostering electronic trading platforms, regulators say. These new marketplaces are draining trading volume away from traditional exchanges; indeed, some of them are stock exchanges, while others […]
By Scot Blythe |October 8, 2009
The majority of privately held companies have fared better than might have been expected, according to PricewaterhouseCoopers’ (PwC) 2009 Business Insights Survey. PwC says many private companies entered the recession well managed and capitalized, with minimal debt, and were able to weather a market correction. According to PwC’s survey of 466 businesses across Canada, 58% […]
By Staff |October 8, 2009
The current headache that the proposed harmonized sales tax (HST) in Ontario and British Columbia is causing the mutual fund industry could easily be avoided by granting a national exemption to investment funds, according to the president of the Investment Funds Institute of Canada (IFIC). At a presentation to the national media and members of […]
By Mark Noble |October 8, 2009
Gluskin Sheff + Associates has announced the appointment of David Vankka as vice-president, risk management, for the firm. “We are very excited to welcome David to our growing team,” said Jeremy Freedman, deputy CEO with Gluskin Sheff. “We are committed to providing a platinum level of service to our clients, and David strengthens our ability […]
By Staff |October 7, 2009
Invesco Trimark has announced two additions to its global equities team. Michael Hatcher, formerly vice-president of Burgundy Asset Management, has been named vice-president with Invesco Trimark. He brings over 13 years of investment experience, focusing on European equities. Jeff Feng, also formerly a vice-president with Burgundy, joins Trimark as vice-president as well. Feng brings over […]
By Steven Lamb |October 7, 2009
1 min read
Canadian financial advisors have gone from morose to outright bullish in the last few months, according to Horizons BetaPro Management’s quarterly advisor sentiment study. The survey of 300 Canadian advisors representing roughly $20 billion in assets under management finds sentiment has become bullish on the outlook for broader equity markets, the Canadian dollar and commodities, […]
By Mark Noble |October 7, 2009
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