Industry

Decorative pattern

Analyzing Canada’s millionaire market

The wealthy in Canada are growing in number, and their investment needs are changing accordingly, says Keith Sjogren, director of strategy consulting at Investor Economics. Speaking at an investment conference in Toronto on Monday, Sjogren discussed his company’s recent survey on Canada’s lucrative millionaire market. The survey segments Canada’s high-net-worth clients into three groups: mass […]

By Heidi Staseson |June 6, 2006

3 min read

Decorative pattern

It’s the stories that sell CI

MGAs put tech on the front burner Insurance advisors want more from their MGAs Retirement boom fuels new investment strategies It’s the stories that sell CI More Conference Collection: It’s the stories that sell CI Retirement boom fuels new investment strategies Insurance advisors want more from their MGAs MGAs put tech on the front burner […]

By Kate McCaffery |June 6, 2006

4 min read

Decorative pattern

Briefly:

(June 5, 2006) Saxon Financial has introduced a new website for advisors, called “Advisor Insight,” and will now offer F-class units for fee-based advisors. All Saxon funds, with the exception of Saxon Money Market Fund, will be available in the F-class series, Saxon says. The website provides detailed analysis of Saxon’s value investment philosophy and […]

By Staff |June 5, 2006

3 min read

Decorative pattern

RESPs seen as growth area for insurance brokers

If you want to sell an RESP, who do you approach? To many this seems like a dumb question, but the answer is anything but obvious. And it is one question insurance brokers might want to ask themselves if they want to grow their business in the underserved middle market. If you’re looking for a […]

By Mark Brown |June 5, 2006

2 min read

Decorative pattern

CIFSC overhauls fund categories

Science and Technology Real Estate Precious Metals North American Equity Natural Resources Labour-Sponsored Venture Capital Japanese Equity International Equity High Yield Bond Healthcare Global Equity Global Balanced Foreign Bond Financial Services Equity European Equity Emerging Markets Equity Canadian Tactical Asset Allocation Canadian Small Cap Equity Canadian Short-Term Bond and Mortgage Canadian Money Market Canadian Income […]

By Mark Brown |June 5, 2006

3 min read

Decorative pattern

Morningstar confirms May a tough month for funds

Investors who sold in May and went away could be heaving a sigh of relief, as long as they sold at the beginning of the month. Equity mutual funds took a pounding as global markets faced their first real market correction in years, according to the latest performance data from Morningstar Canada. Of the 31 […]

By Steven Lamb |June 2, 2006

3 min read

Decorative pattern

Briefly:

(June 2, 2006) The sharp drop in energy and material stocks last month was likely only a blip, predicts CIBC World Markets chief strategist Jeff Rubin, who maintains that resources will push the S&P/TSX Composite Index to 15,000 by the end of 2007. “The 460-point decline in the TSX in May presents an ideal buying […]

By Staff |June 2, 2006

4 min read

Decorative pattern

First Portus cheques in the mail

Without so much as a press release, the investment industry has started the unprecedented step of returning referral fees to clients who bought into Portus Alternative Asset Management. But at least one firm has missed the deadline. As part of a deal struck earlier this year between the Ontario Securities Commission, the Investment Dealers Association […]

By Mark Brown |June 2, 2006

3 min read

Decorative pattern

Fund sales expected to weather May correction

Despite a poor month on the markets, mutual fund sales are expected to come in at a respectable $350 million in May, according to preliminary estimates from IFIC. Based on sample data, May net new sales will be in the range of $100 to $600 million, IFIC reported Friday. Still, that’s down sharply from May […]

By Doug Watt |June 2, 2006

2 min read

Decorative pattern

Briefly:

(June 1, 2006) BMO Mutual Funds has announced the launch of two new monthly income funds aimed primarily at the boomer market. “Given that one in two Canadian boomers can expect to live into their nineties, it’s not surprising that they are now re-evaluating not only how they are going to occupy this time, but […]

By Staff |June 1, 2006

4 min read

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