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(May 26, 2004) Two of Canada’s big banks today released their latest earnings reports, ringing up huge profits in the second quarter. BMO Financial and CIBC posted quarterly earnings of $602 million and $531 million respectively. Both banks announced significant growth in their private client and wealth management groups, while seeing profitability decline in their […]
By Steven Lamb |May 26, 2004
2 min read
(May 26, 2004) Mutual fund statements have become clearer and easier to understand over the past three years, according to Dalbar’s 2004 Investor Statement Analysis. “Companies today are generally using more personal language in their statements — they’re speaking directly to the customer rather than referring to them in the third person,” says Mark McDonald, […]
(May 28, 2004) The annual offering of Ontario savings bonds begins today, the province’s finance minister announced. The province is selling three types of bonds until June 18: Step Up Bonds, Fixed Rate Bonds and Variable Rate Bonds. The five year Step Up Bond interest rates are 1.7% this year, 3% next year, 3.5% in […]
By Staff |May 25, 2004
6 min read
(May 25, 2004) After a successful Newfoundland outing in 2003, Advocis is heading west this year to Calgary for its annual advisor conference, which gets underway later this week. The theme of the yearly gathering of financial advisors — staged at the Telus Convention Centre May 26 to May 29 — is “Drilling down: shifting […]
(May 25, 2004) The mutual fund dealer arm of Aegon Canada is joining forces with a bank to offer a financing program for advisors interested in purchasing books of business. Aegon Dealer Services runs the Money Concepts franchise in Canada. The program, a joint effort of Aegon, Money Concepts and BMO Bank of Montreal, will […]
By Doug Watt |May 25, 2004
(May 21, 2004) In today’s 5,000-plus mutual fund universe, it’s hard to fathom a time when the Canadian market consisted of just 120 funds. But that was in the case in 1979 and Morningstar Canada has done a bit of number-crunching to see how those veteran funds performed over the past 25 years. Three of […]
By Doug Watt |May 21, 2004
(May 21, 2004) The CRTC has decided not to implement a national “do not call” registry as a way to deal with unwanted telemarketers. The issue was a concern among advisors who use cold calling as a way of reaching new clients. The U.S. established a “do not call” registry earlier this year and it […]
(May 20, 2004) This is no longer Marty Weinberg’s Assante Corp. Since selling the Winnipeg-based financial services company he co-founded in 1995 to CI Fund Management last August for $846 million, Joe Canavan, his successor as president and CEO, has moved quickly to put his own stamp on the company. This week’s announcement that Daniel […]
By Geoff Kirbyson |May 20, 2004
3 min read
(May 20, 2004) The Canadian economy is expected to slow over the course of 2004 and into 2005, with recent high-flying provincial economies suffering the greatest setbacks, according to RBC Economics’ Provincial Outlook report. The report identifies Saskatchewan and Newfoundland and Labrador as the weakest overall economic performers. This comes on the heels of two […]
By Steven Lamb |May 20, 2004
(May 19, 2004) A group of former Assante executives today announced the creation of a new investment management firm. Tetrem Capital Partners, headed by Assante chief investment officer Daniel Bubis, will act as a sub-advisor to Assante. “This is a great opportunity,” said Bubis. “I’m excited to be part of an independent firm focused on […]
By Doug Watt |May 19, 2004
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