Industry

Find international planning opportunities at Advisor Forum Montreal/ Trouver des occasions de planification internationales au Forum des Conseillers à Montreal

(December 3, 2002) A former president of the Institut québécois de planification financière will examine the opportunities in international financial planning in a keynote speech at the Advisor Forum in Montreal on December 12-13. Michel Mailloux will review the rules and risks of international financial planning and the structures and products available in offshore sites. […]

By Jim MacDonald |December 3, 2002

2 min read

Fund sales slip again in November

(December 3, 2002) The Investment Funds Institute of Canada is estimating another decline in mutual fund sales for November. Preliminary figures suggest a drop in net sales of between $500 million and $900 million. Still, that’s an improvement from October, says IFIC president and CEO Tom Hockin, when mutual funds saw $1.1 billion walk out […]

By Scot Blythe |December 3, 2002

1 min read

Kirby takes Romanow to task over

Romanow report viewed as positive for pension plan sponsors (December 2, 2002) The head of a Senate committee on healthcare says he agrees with Roy Romanow’s conclusion that the system needs reform as soon as possible, but Senator Michael Kirby says there’s disagreement between the two on how that goal can best be achieved. The […]

By Doug Watt |December 2, 2002

3 min read

Sarbanes-Oxley reforms could be modified: Pension CIO

(December 2, 2002) The chief investment officer of a major Canadian pension fund says new securities reforms in the United States could be “softened.” Tom Gunn of the Ontario Municipal Employees Retirement System (OMERS) in Toronto says the shifting political climate in the U.S. could very well shape the reform-minded Sarbanes-Oxley Act. Sarbanes-Oxley was borne […]

By Jim MacDonald |December 2, 2002

3 min read