News and resources for Canada's top financial advisors
Industry
The evolutionary AGF Elements™ portfolios provide the essential elements of successful investing in one simple solution. You have access to five innovative portfolio solutions, offering cutting edge enhancements to the fund-of-fund structure and Wilshire Associates, a leading global investment services firm. Wilshire Associates – developers of the Dow Jones Wilshire 5000 IndexSM – built the […]
By Staff |August 13, 2008
1 min read
(August 13, 2008) Corporate compliance with continuous disclosure requirements has been, for the most part, satisfactory over the latest fiscal year, according to the Canadian Securities Administrators (CSA). The report summarized the review program of reporting issuers other than investment funds. The CSA conducted 854 continuous disclosure reviews in the fiscal year ending March 1, […]
3 min read
A higher dollar might be good for your shopaholic clients, but it hurts manufacturers who rely on the American market for business. To combat the negative effects of a soaring loonie, the Canadian government introduced an accelerated capital cost allowance (CCA) in 2007, a tax deduction that, according to the Canada Revenue Agency, “allows a […]
By Bryan Borzykowski |August 13, 2008
4 min read
(August 12, 2008) While the high cost of energy has retreated from earlier peaks, it still weighs heavily on the minds of business leaders, driving a stake through the heart of corporate confidence, according to the Canadian Institute of Chartered Accountants. Optimism toward the economy plunged to just 23% of respondents in the latest CICA/RBC […]
By Staff |August 12, 2008
Just because we live and work in Canada doesn’t mean we own the place — or does it? A new theoretical investment option that would allow investors to have an equity stake in the country’s economy could be on the horizon. But don’t think you can start calling the shots just yet. The “trill” — […]
By Bryan Borzykowski |August 12, 2008
Retail investors who had their savings in asset-backed commercial paper frozen with Canaccord Capital and Credential Securities are now urging regulators to step in and get their money back, despite a deal being struck in April to do just that. Clients of Canaccord and Credential, who represent the bulk of retail investors with their money […]
By Mark Noble |August 12, 2008
(August 11, 2008) AIM Trimark Investments is no more. The UK-based parent of the firm has rebranded one of Canada’s most recognized names in financial services as Invesco Trimark Ltd. The move reflects a global initiative, as Invesco seeks to streamline its various brands worldwide. There are no changes to the investment objectives, strategies or […]
By Staff |August 11, 2008
Nearly everyone in the financial world remembers Jim Flaherty’s 2006 Halloween announcement that income trusts were to be taxed, but that wasn’t the only plan the federal finance minister has had that’s caused outrage in the business community. In March 2007, Flaherty discussed eliminating interest deductibility on foreign investments, which was one part of a […]
By Bryan Borzykowski |August 11, 2008
Bond fund managers face an uphill battle, trying to add value in an era when persistently low yields are often eaten up by management fees. But actively managed bond funds may still provide value, particularly in corporate debt space where corrections in credit markets have created opportunity. The problem with fees on conservative bonds funds, […]
By Mark Noble |August 11, 2008
(August 8, 2008) The Investment Funds Institute of Canada is calling for entries for its 2008 IFIC Investor Education Award. The award recognizes Canadian investment fund managers and dealers who actively promote investor education through educational campaigns. “The industry considers education critical for investors so they can make well-informed decisions,” says Joanne De Laurentiis, IFIC’s […]
By Staff |August 8, 2008
2 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.