Industry

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Advisor’s Guide to Leveraging

Untitled Document Can your client leverage life insurance for their retirement planning? A cash value life insurance policy (such as Universal Life) can be an excellent retirement planning tool. As well as coverage, it offers tax-advantaged savings for retirement income and tax-efficient funding for business succession. It also provides leverage. The policy owner can access […]

By Staff |September 2, 2003

1 min read

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Briefly:

(September 4, 2003) Rockwater Capital has announced it has signed a letter of intent that will lead to the takeover of Toronto-based Brawley Cathers. The firm will be folded into Rockwater’s First Associates Investments. “When completed, the acquisition will add a team of high-quality investment advisors to the expanding First Associates Private Client Group, enhancing […]

By Staff |September 2, 2003

3 min read

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Results are in for the 2003 Advisor Of The Year Awards

Conrad Toner, Investors Group, Peterborough, Ontario. Conrad Toner, Investors Group, Peterborough, Ontario. Derek Moran, Macdonald, Shymko Consulting, Kelowna, B.C. Eric Warden, Cartier Partners, Peterborough, Ontario. John Lawson, Assante Financial Management Ltd., Abbotsford, B.C. Lyle Langlois, Cartier Partners, Vancouver “I have been reading [Advisor’s Edge] for years and I have been reading the case studies on […]

By Steven Lamb |September 2, 2003

3 min read

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Synergy founder prepares for Assante challenge

(August 29, 2003) Joe Canavan held a breakfast meeting with an Assante advisor this week in Toronto and came away with three pages of suggestions. That’s perhaps an indication of the challenge Canavan faces as he prepares to take the helm at Assante, part of a complex deal announced last week that will see CI […]

By Doug Watt |August 29, 2003

3 min read

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MFDA unveils new board proposal

(August 29, 2003) The Mutual Fund Dealers Association of Canada has unveiled amendments to its corporate by-laws which will reduce the number of board members and shift its composition toward the public. When the MFDA was founded in 1998, the board of directors was made up with equal representation from IFIC, the IDA and the […]

By Steven Lamb |August 29, 2003

1 min read

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Skilled workers to stay in high demand, report predicts

(August 28, 2003) In a report issued just in time for the Labour Day long weekend, Scotiabank says despite a slowdown in employment growth, demand for skilled workers will remain high for the next five years. “The shift to higher skilled positions demanding higher levels of education is bound to continue, a reflection of the […]

By Steven Lamb |August 28, 2003

2 min read

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CI scores big: Our complete coverage

(August 29, 2003) On a quiet Friday morning in August, CI Fund Management shook up Canada’s mutual fund industry by announcing a $1 billion agreement to acquire financial planning firm Assante and rival fund company Synergy. Advisor.ca has provided extensive coverage of this blockbuster deal over the past week and we’ve bundled all of our […]

By Staff |August 28, 2003

2 min read

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BCSC reduces sanctions in $20 million scam

(August 27, 2003) In an unusual move, the British Columbia Securities Commission (BCSC) has imposed reduced sanctions against two men who sold $20 million worth of high-risk securities to 200 conservative clients. Robert Lamblin was a principal of Langley-based mutual fund dealer Canadian Global Investment while Leonard Friesen was a salesperson employed by the firm. […]

By Doug Watt |August 27, 2003

2 min read

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Conference season: Your guide to this fall’s major industry events

(August 27, 2003) After a short summer break, the financial industry’s conference schedule picks up again in earnest next month, with at least 20 events on a busy fall calendar, including the cross-country Advisor Forum series. The first major fall event is IFIC’s annual conference, scheduled for September 9-11 in Toronto. Keynote speakers include business […]

By Staff |August 27, 2003

3 min read

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Briefly:

(August 28, 2003) In its inaugural release the C.D. Howe Institute’s Monetary Policy Council has called on the Bank of Canada to lower its trend-setting overnight lending rate to 2.75%, citing sluggish growth, easing inflation and the high value of the Canadian dollar. The recommendation was arrived at by averaging the targets set by the […]

By Staff |August 26, 2003

3 min read

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