Industry News

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Advice more important than ever

As the deadline for RRSP contributions nears, Canadians are largely uncertain about how they should invest their retirement nest egg, according to a survey commissioned by BMO Financial Group. The survey found 18% didn’t even know what investments they held, and a third said they didn’t know what should be in a successful investor’s portfolio. […]

By Steven Lamb |February 23, 2010

3 min read

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Retirement? What retirement?

Ask the average Canadian when retirement begins and you might be surprised at the answer. A recent survey finds that 57% feel there is no “right age” for retirement. According to the 20th annual RBC RRSP poll, most Canadians feel that retirement is a purely subjective decision that should be based on personal choice. The […]

By Steven Lamb |February 22, 2010

2 min read

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Task force targets financial literacy

Canada’s Task Force on Financial Literacy wants to know how Canadians make their financial decisions. To get that discussion going, they have released the ‘Leveraging Excellence’ report today. The report explores the key issues the task force believes Canadians face when it comes to their financial well-being. Called to action by the federal Minister of […]

By John Powell |February 22, 2010

2 min read

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Alliance gives FM advisors access to PPI tools

Two of Canada’s leading managing general agencies (MGA) have struck a deal, creating a strategic alliance between PPI Financial Group and Financial Management Group of Companies. The deal will give FM brokers access to PPI’s actuarial, marketing and sales resources, while PPI brokers will gain access to FM’s broader product shelf. “PPI has great resources […]

By Steven Lamb |February 22, 2010

3 min read

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Lipper awards honour fund industry

Blog Polls The fourth annual Canadian Lipper Fund Awards were handed out in Toronto last night. The Lippers differ from the more established Canadian Investment Awards in that they honour top funds for their performance over multiple time frames. Dynamic Funds was the big winner of the night, taking home 14 “Fund of the Year” […]

By Steven Lamb |February 19, 2010

3 min read

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Briefly:

Effective today, the Montreal Exchange has listed put and call options on the Claymore Gold Bullion ETF. Those options are also currently available on the Claymore Natural Gas Commodity ETF and the Claymore Global Agriculture ETF. Claymore’s Gold Bullion ETF replicates the performance of the price of gold bullion, less the fund’s expenses and fees, […]

By Staff |February 19, 2010

1 min read

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Briefly:

If there is one area of financial advice that Canadians need help with, it’s tax planning. A survey commissioned by RBC found that 80% of young Canadians thought it was important to learn more about tax planning strategies, while only 8% thought they knew enough. The survey focused on 18- to 30-year olds who are […]

By Staff |February 18, 2010

2 min read

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Couples must be open about goals

If you ask most clients what they want to do in retirement, it’s a safe bet that none of them will say “bicker with my spouse.” But that may be a leading pastime if the couple is not open about their vision of the golden years. A survey of Quebec retirees by TD Waterhouse found […]

By Steven Lamb |February 18, 2010

2 min read

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Public still needs RRSP, TFSA education: polls

As the March 1 deadline for RRSP contributions approaches, Canadians are anxious about their retirement plans. With good reason, it would seem, as a pair of surveys conducted by Leger Marketing show confusion and a lack of understanding when it comes to Canada’s top investment vehicles. According to a survey commissioned by BMO, 80% of […]

By Steven Lamb |February 17, 2010

4 min read

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The challenge has been issued. Canadian youth are being invited to join the Financial Fitness Challenge, a contest sponsored by the Canadian Securities Administrators (CSA). The goal of the challenge is to raise awareness of how to budget, save and invest better. Running from Feb. 15 to April 15, 2010, the bilingual contest is open […]

By Staff |February 17, 2010

4 min read

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