Industry

Decorative pattern

NexGen offers new take on tax efficiency

NexGen Financial has announced that its mutual fund lineup is now available to investors through registered dealers and advisors in Ontario, Quebec, Alberta and British Columbia. While the Canadian mutual fund universe may seem like a crowded market for an upstart company to enter, NexGen promises to focus on tax-efficiency for the non-registered account holder. […]

By Steven Lamb |September 5, 2006

2 min read

Decorative pattern

Briefly:

(September 1, 2006) Two of the industry’s major financial software firms are joining forces. Winnipeg-based Emerging Information Systems, developer of the NaviPlan financial planning software, has purchased Financial Profiles from The Hanover Insurance Group. EISI made the acquisition through its wholly-owned American subsidiary, picking up all the stock and assuming control of Financial Profiles’ operations […]

By Staff |September 1, 2006

3 min read

Decorative pattern

Bank of Canada expected to stand pat

The Bank of Canada is scheduled to hand down a decision on interest rates on September 6. Many economists are predicting the bank will again forego a rate hike, in response to slower economic growth in the second quarter. “Growth in the second quarter came in well below the Bank of Canada’s expectation for a […]

By Steven Lamb |September 1, 2006

2 min read

Decorative pattern

Briefly:

(August 31, 2006) The U.S. housing market is falling back to earth, but that doesn’t necessarily mean Canada will suffer the same fate, according to TD Economics. However, the national picture is masking major regional differences. In a report released Thursday, TD found that Canada’s current surging real estate market lacks the speculation that has […]

By Staff |August 31, 2006

3 min read

Decorative pattern

Wage growth expected to surge

After much fretting about inflationary pressures in the economy, your clients may now finally see the upside — they could be in for their biggest pay increase in the past five years, according to a pair of reports released on Thursday. A survey by Watson Wyatt indicates that cost-of-living adjustments in 2007 will likely average […]

By Steven Lamb |August 31, 2006

2 min read

Decorative pattern

Briefly:

(August 30, 2006) Regulators will have to be more responsive to the concerns of retail investors, the IDA says in its annual report. Citing an investor town hall held last year, the IDA noted the “increasing expectations of retail investors of regulators.” “In that regard, the IDA and regulators generally will have to review additional […]

By Staff |August 30, 2006

3 min read

Decorative pattern

Beyond RESPs: Insurance, sales strategies and tax planning

Once families have made the most of RESP contributions to collect government grants, they may be ready to look at insurance products or family trusts as another set of savings options to fund a child’s education. Universal life or whole life permanent insurance policies are two vehicles to build up a cash value over time […]

By Kate McCaffery |August 30, 2006

5 min read

Decorative pattern

Briefly:

(August 29, 2006) With all the talk of an impending flight to quality in the stock market, companies would be well-advised to shore up their own risk-management plans, according to a report from Ernst & Young. A survey of business leaders found almost half (46%) rated their risk-management programs as 8 or above, on a […]

By Staff |August 29, 2006

4 min read

Decorative pattern

Beyond RESPs: Financial planning for children

Parents and grandparents always want the best for their kids. No matter how young your clients’ children may be, September is a good time to capitalize on all of the free back-to-school awareness and talk to your clients about education savings and related financial-planning opportunities. Education planning can sometimes take a backseat to more profitable […]

By Kate McCaffery |August 29, 2006

4 min read

Decorative pattern

Briefly:

(August 28, 2006) The ASC has issued a notice of hearing into allegations against a number of people related to Maitland Capital, an Ontario-based company that has never been registered with the Alberta regulator. The notice of hearing names Maitland’s two directors, Al Grossman — also president of the company — and Hanoch Ulfan, along […]

By Staff |August 28, 2006

3 min read

← Previous 1 … 1,919 1,920 1,921 1,922 1,923 … 2,143 Next →