Industry News

Decorative pattern

Details of Prairie credit union giant emerge

The credit union centrals of Alberta, Saskatchewan and Manitoba are getting in on the merger game. The trio are putting the finishing touches on a business strategy that will soon be presented to the 155 credit unions in all three provinces. They are seeking permission to amalgamate their operations in early 2011. If approved, the […]

By Renée Alexander |April 14, 2010

4 min read

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Currency remains a dangerous bet

As the loonie continues its waltz with the greenback, investors may be tempted to jump into U.S. markets in the hope of making a double whammy of returns, should the loonie slump back to 80 cents. Advisors, however, are quick to warn against such a move, saying it could be unwise, premature and a departure […]

By Vikram Barhat |April 14, 2010

3 min read

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Best of 2010: Top 10 ways to be a trusted advisor

We celebrated our 10th anniversary this year, and wouldn’t you know, that “10” motif just kept popping up. Robert Abboud offered up 10 tips on establishing client trust. • • • 10. Eat what you cook Any advice I give to clients is the same advice I follow myself. We have to walk the talk […]

By Robert Abboud |April 13, 2010

4 min read

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Briefly:

BMO Capital Markets has announced Ken Tuchman and Chick Adair as the two new vice-chairs of investment and corporate banking, respectively. Adair has worked with BMO for almost 25 years, most recently serving as an executive in the M&A Group. He was one of the founders of BMO’s food and consumer group as well as […]

By Staff |April 13, 2010

2 min read

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Briefly:

Sprott Inc. has named John Ciampaglia as the new chief operating officer of Sprott Asset Management LP. Ciampaglia has worked in the investment industry for 17 years. He has served as senior vice-president, product development at Invesco Trimark, as well as held multiple product management and research roles at TD Asset Management. “John is a […]

By Staff |April 12, 2010

3 min read

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Planning the (blended) family business

Estate planning done badly is one of those areas where only the lawyers make out well in the end. This is particularly true when it comes to tax and estate planning for blended families. Even if a client’s decisions are not particularly contentious, there are still places where a significant amount of money can be […]

By Kate McCaffery |April 9, 2010

5 min read

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Briefly: Franklin Templeton to trim shelf

Franklin Templeton Investments announced two changes yesterday aimed at streamlining the company’s product shelf. The first is the merger of the Templeton European Corporate Class and Franklin Japan Corporate Class funds into the Templeton International Stock Corporate Class. This merger is to be voted on by securityholders around June 4. If approved, this merger will […]

By Staff |April 9, 2010

1 min read

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Insider reporting rule changes end of month

There are a slew of fresh changes coming to the insider reporting and early warning regime, including acceleration of filing deadline, extending the concept of deemed beneficial ownership and reporting for derivatives. The final version of National Instrument 55-104 Insider Reporting Requirements and Exemptions (NI 55-104) comes into effect on April 30, 2010. At a […]

By Vikram Barhat |April 9, 2010

2 min read

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Bond ETFs demystified

Bond ETFs have gained in popularity in the decade since their inauguration in Canada, but there are subtleties in their investment characteristics that are often misunderstood. Four of these characteristics will be examined in this article: Bond ETFs have gained in popularity in the decade since their inauguration in Canada, but there are subtleties in […]

By James Hymas |April 9, 2010

7 min read

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Tracking ETF error

The 1 kg of stewing beef I bought ended up tasting like pork. When confronted, the butcher retorted “Well buddy, it’s meat isn’t it?” Most consumers would be incensed at this response, but for some reason, investors are far more tolerant. It may be that mutual funds have dulled our expectations by underperforming their benchmarks […]

April 9, 2010

4 min read

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