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Ian Skaith, CFP, CIM, London, Ontario Miklos Nagy, CFP, CFA, Toronto, Ontario John Murray, Toronto, Ontario Ernest Lawson, Lethbridge, Alberta Rod Landgraff, CFP, CLU, Kitchener, Ontario John Kaszel, CFA, Richmond Hill, Ontario David Gobeil, CFP, CA, Stouffville, Ontario Keith Costello, Campbellville, Ontario John Charette, CFP, Parkhill, Ontario Paula Beer-Eligh, CFP, Rusagonis, New Brunswick John Barnett, […]
By Jennifer McLaughlin |June 3, 2003
2 min read
(June 6, 2003) The British Columbia Securities Commission (BCSC) has issued penalty against Robert Pierre Lamblin, the remaining principal of Canadian Global Investments, banning him from securities trading for at least 15 years. Lamblin was found in breach of securities regulations in January 2002, after he sold $20 million worth of “speculative, illiquid and highly […]
By Staff |June 3, 2003
7 min read
Corporate governance focus seen as opportunity for social investment State of the SRI nation: SIO boss reviews social investment industry on eve of conference (June 2, 2003) The recent push toward improved corporate governance provides a foot in the door for the social investment community, delegates attending the Canadian Social Investment Conference heard yesterday in […]
By Doug Watt |June 2, 2003
(May 30, 2003) A panel of industry experts set up to suggest changes to Ontario’s securities laws has backed down on a recommendation to split the regulatory and trade association functions of the IDA. In its final report released yesterday, the Five Year Review Committee, chaired by Purdy Crawford, withdrew its original recommendation, instead stating […]
By Doug Watt |May 30, 2003
3 min read
CIFPs elects John Charrette first chair of association Association counting on community, clarity to woo new members Family matters: CIFPs gears up for first conference M ore CIFP Conference Coverage Family matters: CIFPs gears up for first conference Association counting on community, clarity to woo new members CIFPs elects John Charrette first chair of association […]
By Jennifer McLaughlin |May 30, 2003
Corporate governance focus seen as opportunity for social investment State of the SRI nation: SIO boss reviews social investment industry on eve of conference (May 29, 2003) Financial conference season shifts into high gear next month. Advisor.ca will be at five June conferences, starting with the Social Investment Organization’s (SIO) biannual gathering, beginning Sunday in […]
By Doug Watt |May 29, 2003
4 min read
(May 28, 2003) Confidence-eroding corporate scandals have focused attention on securities regulation, as has the abrading costs to issuers and investment funds, charged by 13 different jurisdictions. So much so that the federal government has stepped in to bring together divergent provincial securities commissions. In the insurance world, step-by-step harmonization of regulations is the preferred […]
By Scot Blythe |May 28, 2003
(May 27, 2003) The Canadian chapter of the Investment Management Consultants Association (IMCA) is holding its annual two-day continuing education conference in Toronto on June 11 and 12. The theme this year, says conference organizer James Wanstall, vice-president of sales at Abria Financial Group, is adapting Modern Portfolio Theory (MPT) to an environment that has […]
By Scot Blythe |May 27, 2003
(May 27, 2003) Dundee Wealth Management is being pegged as the most likely purchaser of a controlling stake in Cartier Partners Financial Group. However, one analyst believes Cartier will have difficulty finding a buyer, given the current investment climate. “I maintain that Cartier won’t be easy to sell because many firms are already dealing with […]
By Doug Watt |May 27, 2003
(May 30, 2003) Financial commentator Brian Costello says he will go to the courts to appeal a sanctions decision against him announced last month by the Ontario Securities Commission (OSC). Costello was reprimanded and ordered to pay $300,000 in costs after an OSC panel ruled he had violated securities laws by failing to register as […]
By Staff |May 26, 2003
5 min read
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