Industry

Costello not in the financial advice business, lawyer argues

(December 6, 2002) Brian Costello made his living as a seminar speaker and financial commentator and was not in the business of giving financial advice, his lawyer argued today before an Ontario Securities Commission panel. Joseph Groia conceded that Costello’s seminars could be construed as financial advice in a generic sense, but he insisted they […]

By Doug Watt |December 6, 2002

2 min read

Javasky and Mackenzie Financial win top honours at 2002 Canadian Investment Awards

Canadian Equity Fund: CI Harbour Fund Segregated Global Equity Fund: Canada Life Generations Global Equity (Trimark) Global Equity Fund: Trimark Fund Regional Equity Fund: Templeton Emerging Markets Canadian Small Cap Equity Fund: Mawer New Canada Specialty Fund: Mac Universal Precious Metals Canadian Dividend Fund: CI Signature Dividend Global Balanced Fund: Mac Ivy Global Balanced Segregated […]

By Jim MacDonald |December 5, 2002

2 min read

Advocis optimistic Ottawa will raise RRSP limits

(December 5, 2002) A recommendation by the Commons finance committee that the federal government raise the annual RRSP contribution limit to $19,000 is welcomed by the head of the country’s largest financial planning organization. Advocis chair Brian Mallard says he’s optimistic the finance minister will act on the suggestion when he brings down the next […]

By Doug Watt |December 5, 2002

2 min read

Tapping into the HNW

Understanding your strengths key to accessing high net worth market. The market of high net worth investors in Canada is only becoming more desirable for advisors to target, with the number of Canadian millionaires projected to expand to more than 900,000 by 2010, according to several recent industry reports. But in order to capture your […]

By Staff |December 4, 2002

2 min read