Industry News

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Industry

Celebrating Advice: How to deconstruct client debt

Dessa Kaspardlov Chief operating officer Kaspardlov Laverty & Associates/ Manulife Securities Windsor, Ont. Years in the business: 12 Other: author of new book, The Fireman and the Waitress About me I educate my clients about the difference between good and bad debt, and how to capitalize on the good while getting rid of the bad. […]

By Dessa Kaspardlov |January 5, 2010

4 min read

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Industry

Fund sales likely positive in December: IFIC

Mutual fund sales were likely positive in December, despite large sell-offs among some manufacturers, according to preliminary estimates from the Investment Funds Institute of Canada. IFIC predicts net sales could be as high as $418.8 million, but allows that the industry may have experienced net redemptions of 81.1 million. “Based on preliminary estimates, December 2009 […]

By Steven Lamb |January 5, 2010

2 min read

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Industry

Briefly:

Phillips, Hager & North Investment Management has launched two new funds, the PH&N Monthly Income Fund and the PH&N Canadian Equity Value Fund. “Both of these new investment solutions translate the investment strength of RBC Global Asset Management into timely and relevant solutions for Canadian investors,” said John Montalbano, head of RBC Global Asset Management. […]

By Staff |January 4, 2010

4 min read

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Planning and Advice

Is it better to recruit or retain?

Moderated by: Kanupriya Vashisht Participants Jim Morrison, VP and Regional Director, RBC Dominion Securities Tina Tehranchian, , MA, CFP, CLU, CHFC, Branch Manager, Financial Advisor, Assante Capital Management Ltd. Tina Tehranchian: A lot of it depends on the position you’re hiring for. Generally, if there’s a way to train an existing employee, it acts as […]

By Kanupriya Vashisht |January 1, 2010

5 min read