News and resources for Canada's top financial advisors
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(December 20, 2002) Ontario’s insurance regulator has granted a one-month extension to students trying to write their Level 1 exam before a new life licensing regime kicks in. The exams must be booked by the end of the year, but Ontario residents now have until January 31, 2003, to write the test. Advocis (formerly CAIFA/CAFP), […]
By Doug Watt |December 20, 2002
2 min read
(December 20, 2002) School is out for the holidays but education was on the minds of several financial advisors in Advisor.ca’s online forum this week. The specific topic of class discussion in the Talvest Town Hall was Registered Education Savings Plans. Advisors penned responses to a C.D. Howe Institute report that argued RESPs do little […]
By Jim MacDonald |December 20, 2002
(December 19, 2002) The umbrella group representing Canada’s registered education savings plan providers has firmly rejected a call to scrap the popular program. The RESP Dealers of Canada says a report released last week criticizing RESPs is a step backward for the Canadian public. University of British Columbia associate professor Kevin Milligan called RESPs “needlessly […]
By Doug Watt |December 19, 2002
3 min read
At a minimum, RRSP contribution limits should be raised to $17,500 for 2003, with full indexing in the future. The current limit is $13,500, or 18% of an individual’s income, whichever is less. Pension accruals under defined benefit RPPs should be substantially increased, in line with the increases in RRSP limits. The annual percentage limit […]
By Jim MacDonald |December 19, 2002
(December 18, 2002) Canada’s brokerages saw reduced profits in the July-September period in a repeat performance from the previous quarter, according to the latest securities industry report from the Investment Dealers Association. Third-quarter profits suffered a double-digit decline compared to last year as revenues from nearly all lines of business fell. Quarterly profits tumbled 10% […]
By Doug Watt |December 18, 2002
(December 17, 2002) The majority of Canadians are not planning to scale back their RRSP contributions this year despite the weak performance of the stock markets, suggests an online poll conducted for Advisor.ca. Three-quarters of respondents said they would contribute the same or more to their RRSP in 2002. The informal poll was posted earlier […]
By Doug Watt |December 17, 2002
(December 16, 2002) More than 500 Canadians are in the class of 2002 for the international Chartered Financial Analyst designation. A total of 527 Canadians passed the third and final level of examination and satisfied all other requirements to be awarded the CFA. The U.S.-based Association for Investment Management and Research (AIMR) today announced the […]
By Jim MacDonald |December 16, 2002
1 min read
(December 16, 2002) Mutual fund sales finished in the red for the eighth straight month in November, despite improving stock markets and overwhelmingly positive fund performance. Last month’s outflows reached $580 million, according to the Investment Funds Institute of Canada. That total is an improvement from previous months. Redemptions topped $1 billion in both September […]
By Doug Watt |December 16, 2002
(December 13, 2002) The professional fate of popular financial seminar speaker and media commentator Brian Costello is in the hands of an Ontario Securities Commission disciplinary panel. Hearings in the case wrapped up earlier this week, with arguments on both sides squarely focused on the issue of what constitutes financial advice. The OSC alleges Costello […]
By Doug Watt |December 13, 2002
4 min read
(December 13, 2002) Financial advisors were quick to comment in Advisor.ca’s chat forum this week about Manulife Financial’s plan to acquire Canada Life Financial. And some advisors expressed their reservations about the proposal. On December 9, Manulife bid more than $6.4 billion to acquire Canada Life in an unsolicited — some would call hostile — […]
By Jim MacDonald |December 13, 2002
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