Industry News

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Legacy planning done right

Legacy planning is about passing on what you know. When people plan a legacy, the most important thing they want to bequeath is values and life lessons, not personal assets. A rich opportunity, therefore, awaits advisors who revisit vision and values in the family, thereby re-establishing and building trust on an inter-generational basis, said Enzo […]

By Vikram Barhat |December 2, 2010

3 min read

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Hall, big winner at Canadian Investment awards

Jim Hall was the big winner at the 2010 Canadian Investment Awards in downtown Toronto last night. Hall, the chairman and director of research for Mawer Investment Management Ltd. in Calgary, took home the award for Morningstar Equity Fund Manager of the Year. “Jim Hall’s track record, not only over the past year but over […]

By John Powell |December 2, 2010

2 min read

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Briefly: “Sun Life Canada, UK closed to new customers” and more news

If you are in the UK and want to sign up with Sun Life, you are out of luck. In a surprise move, Sun Life Financial of Canada, UK will not be accepting any new customers and will only offer products, services to their existing clientele. Sun Life cites the uncertain economic climate as the […]

By Staff |December 2, 2010

4 min read

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Canadian Investment award winners

A full list of award winners from last night’s event: Morningstar Equity Fund Manager of the Year Award Winner: Jim Hall, Chairman and Director of Research, Mawer Investment Management Ltd. Morningstar Fixed Income Fund Manager of the Year Award Winner: TD Asset Management Fixed Income Team, TD Asset Management Inc. • • • Morningstar Fund […]

By John Powell |December 2, 2010

5 min read

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Cdn equity market poised for growth

Canadian equity markets have weathered the roughest storm in their cyclical journey. With the only way for them to go being up, investors who jumped the ship in 2008 may be happy to note that the coast now is clear. This sums up the sentiment expressed by leading investment experts during BMO’s recent quarterly CIO […]

By Vikram Barhat |December 1, 2010

3 min read

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CVCA study targets foreign investors

Canada’s Venture Capital and Private Equity Association have released a major study aimed at attracting more foreign investment into Canadian venture capital and private equity funds. Canada’s private equity, venture capital market is considered young, especially when compared to the U.S. In past years, its performance has been compared to Eurpoean countries. While the Canadian […]

By Staff |December 1, 2010

2 min read

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Briefly: “UBS praises Canada” and more news

Canada is cautiously treading its way back to success, having survived the financial crisis better than most advanced economies. UBS reports that Canada is slowly on its way to an economic recovery. In terms of the TSX, UBS has raised their 12-month target to 14,500. The estimate is up from 13,500, which reflects a combination […]

By Staff |December 1, 2010

3 min read

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Warming up to compliance

Does the sight of the compliance officer make you a bit nervous? When they come around, do you often catch yourself wondering what “somebody” did? If so, you’re not alone. The compliance officer has not traditionally been the average advisor’s favourite person. His or her job, in the eyes of many advisors, is to catch […]

By David Lister |December 1, 2010

8 min read

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VenGrowth fight heads to court

Covington Fund’s bid for VenGrowth was center-stage at the firm’s AGM last week, commanding 73% of the “yes” vote. But David Levi, president of competing bidder, GrowthWorks, says he isn’t giving up. “It’s not over yet, by a long shot,” says Levi, who urged shareholders to vote “no” on the Covington deal. “There was an […]

By Sheila Avari |November 30, 2010

3 min read

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Briefly: “AGF to buy Acuity” and more news

AGF Management Ltd. has agreed to buy investment management firm Acuity for $325 million in a cash-and-shares deal the company believes will boost its retail and institutional investment management business. AGF, a Toronto-based investment firm, said Tuesday that acquiring Acuity will raise its assets under management to $51 billion from $44 billion. “We chose to […]

By Staff |November 30, 2010

3 min read

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