News and resources for Canada's top financial advisors
Industry
If it’s true that the earlier you save the more you’ll save, then investors in the 18–24 demographic have the most to gain by investing now. Unfortunately, a recent study finds this group is not only elusive, with few seeking out financial advice, but also their needs and spending habits are markedly different from those […]
By Mark Noble |February 1, 2007
4 min read
After months of speculation, Great-West Lifeco has come out on top of a long list of suitors to purchase the recovering Boston-based Putnam Investments Trust for $3.9 billion US. Great-West Lifeco is a subsidiary of Power Financial Corp., which also controls London Life, Canada Life, Investors Group and Mackenzie Financial. The deal allows Power Financial […]
By Mark Brown |February 1, 2007
3 min read
(January 31, 2007) Arrow Hedge Partners has announced the launch of Arrow Canadian Income Fund. The fund will invest primarily in Canadian income trusts and dividend-paying common shares, with a focus on North American securities. The fund’s investment objective is to achieve a high level of income and potential capital gains in order to generate […]
By Staff |January 31, 2007
5 min read
Seneca College’s financial services practitioner program is being seen as one of the best hopes for replenishing an aging workforce in financial services. While stakeholders remain committed, Seneca has found filling the classroom challenging. Supporters of the program hope this problem will be remedied by the appointment of Transamerica Canada’s former COO, Karen Gavan, as […]
By Mark Noble |January 31, 2007
2 min read
Just as Canadians are being asked to take more responsibility for saving for their retirement, employees are being asked to make more decisions regarding their employer-sponsored pension plans. The problem is no one is helping them make the right decisions, which is why T. E. Wealth is sitting down with human resources professionals from across […]
By Mark Brown |January 31, 2007
(January 30, 2007) Laurentian Bank of Canada, through its LBC Financial Services subsidiary, a mutual fund broker, will offer the Clarington Target Click Funds, which are designed to help investors participate in the growth potential of global equity markets while protecting their invested capital and gains against downside risk. The Clarington Target Click Funds guarantee, […]
By Staff |January 30, 2007
Despite offering low returns, the debt market in Canada had its second best quarter on record, according to the Investment Industry Association of Canada’s Review of Debt New Issues and Trading for Q3. Total debt issuance increased 20.8% — to $45.7 billion — over last quarter, and 23.2% from last year. “This past summer turned […]
By Bryan Borzykowski |January 30, 2007
Ever since the federal government announced its plan to impose taxes on the distributions of income trusts, the finance minister has faced questions over the amount of tax leakage trusts actually represent. Official documents recently released by Finance were of little use, as most of the numbers were blacked out. Various academic studies had arrived […]
By Steven Lamb |January 30, 2007
(January 29, 2007) Minister of Finance Jim Flaherty released draft legislation, explanatory notes and a backgrounder for several measures aimed at improving the application of the goods and services tax/harmonized sales tax to the financial services sector. The proposed new framework for the GST/HST input tax credit allocation for financial institutions is intended to reduce […]
By Staff |January 29, 2007
While some clients already have critical illness insurance as part of their financial plans, many more don’t. The reasons abound. They don’t need it because they are already wealthy. They don’t believe they’ll qualify. Like some advisors, they wonder why there are no standardized medical definitions. Or, they simply can’t afford the monthly premiums. The […]
By Deanne Gage |January 29, 2007
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