Industry

CPP reports slower, but healthy growth

(May 19, 2005) The total portfolio for the Canada Pension Plan (CPP) has grown to $81.3 billion, as of the end of March, an increase of $10.8 billion on the year with an investment gain of $6.3 billion. Performance from the CPP Investment Board (CPPIB) lagged last year, with an 8.5% rate of return, compared […]

By Steven Lamb |May 19, 2005

2 min read

Avoiding litigation: tips from the experts

(May 19, 2005) Are you taking notes? You need to be if you want to fend off lawsuits from clients looking to claim you sold products that didn’t suit their circumstances, says Harold Geller, a partner at Milton, Geller in Ottawa. “Professionals are easy to sue,” he said at the conference. “How can you know […]

By Philip Porado |May 19, 2005

3 min read

Mortgage brokers seeking to partner with advisors

(May 19, 2005) Canada’s mortgage brokers say establishing new referral sources is their number one priority for 2005, according to a new study. That means cultivating relationships with financial advisors and insurance agents. However, mortgage brokers don’t really have a clear idea on how to move forward on establishing referral networks with advisors, says Greg […]

By Doug Watt |May 19, 2005

3 min read

IFB, CIFPs cool to Advocis overture

(May 18, 2005) Advocis president Steve Howard is holding out an olive branch to the nation’s other advisor associations, suggesting there is room for the Independent Financial Brokers (IFB) and the Canadian Institute of Financial Planners (CIFPs) under the Advocis roof. At last week’s Advocis national conference in Halifax, Howard conceded that his organization was […]

By Steven Lamb |May 18, 2005

3 min read