Industry News

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Briefly:

The Financial Planning Standards Council (FPSC) has received ISO 17024 accreditation by the Standards Council of Canada for its role as the credentialing organization for the CFP certification program in Canada. ISO 17024 is the standard for certifying bodies, and the FPSC is one of only five groups in Canada to have earned this accreditation […]

By Staff |January 21, 2010

2 min read

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AGF Investments has announced the resignation of senior vice-president and portfolio manager Christine Hughes, saying that after 20 years in the industry, she was taking a sabbatical. As a result of her departure, the firm has appointed Michael White as the lead manager of AGF Canadian Balanced Fund, subject to regulatory approval. “At AGF, our […]

By Staff |January 20, 2010

3 min read

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Smart regulations should remain local

The financial sector is unique, and requires special regulatory treatment, according to a report from the Conference Board of Canada. The financial industry is the only sector to which every participant in the economy is exposed, be they consumers or businesses. And while the financial sector facilitates the exchange of capital, its real currency is […]

By Steven Lamb |January 20, 2010

3 min read

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Wealth management a winning bet: Lee-Chin

The current issue of Advisor’s Edge Report has an exclusive feature with Michael Lee-Chin. For Advisor.ca readers, we’ve included additional content not covered in the print publication. Lee-Chin, the founder and CEO of Portland Holdings, recently sold his privately held mutual fund company AIC Limited to Manulife Financial. He says the sale hinged on him […]

By Mark Noble |January 20, 2010

8 min read

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Invesco has launched nine new PowerShares Funds, which essentially allow MFDA-licensed advisors to sell exchange-traded funds (ETFs) in a mutual fund wrapper. The nine new mandates expand this family to 17 offerings available in Canada. “As one of the world’s largest independent money managers, Invesco is well positioned to provide the right solutions to meet […]

By Staff |January 19, 2010

4 min read

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Canadians largely unaware of 2009 rally

Despite huge gains on world stock markets since the depths of March 2009, most Canadians missed the rally, according to a survey by Franklin Templeton Investments. Eighty seven percent of Canadians failed to buy into the market during the run-up, apparently because they didn’t even know it was happening — 86% said they were unaware […]

By Steven Lamb |January 19, 2010

2 min read

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Global Maxfin buys Octagon Capital

Global Maxfin Capital Inc. has announced the acquisition of Octagon Capital Corporation’s retail full-service investment dealer. The deal is expected to close before the end of January. “This deal is just part of Global’s efforts to grow the firm both organically and through acquisitions,” says Sam Bouji, president and CEO of Global. “We believe growth […]

By Steven Lamb |January 19, 2010

2 min read

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McLean Budden has launched Canada’s first UCITS (Undertakings for Collective Investment in Transferable Securities) fund family to be based in Dublin, Ireland. The UCITS structure is recognized and regulated in more than 100 countries worldwide — allowing investors in those countries to invest in McLean Budden’s mandates. “We have actively managed assets on behalf of […]

By Staff |January 18, 2010

3 min read

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Retirement math still fuzzy

Most Canadians feel they will have enough income to cover their necessities in retirement, according to a poll conducted for RBC, but for most, a “dream retirement” seems out of reach. Ninety percent of respondents said they are financially prepared for a fairly routine lifestyle after they exit the workforce, while 25% said they will […]

By Jody White |January 18, 2010

3 min read

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Step-by-step branding

Careers are like scaffolding, erected over time, and effective career management requires a balance of strategy and action. You may be a mutual fund specialist in a bank who ultimately wants to be a designated financial advisor, a junior member in a small practice working towards your planner designation, or know only that you want […]

By Kendra Reddy |January 18, 2010

6 min read

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