News and resources for Canada's top financial advisors
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One of the tenets of value investing is there will be times when it’s going to get ugly. Problem is, for a lot of established value firms, things have never looked uglier — leading some advisors to question the wisdom of the strategy. But fund analysts say there is merit to what value firms are […]
By Mark Noble |April 8, 2008
4 min read
(April 7, 2008) Increasing oil prices have made portfolio managers more bullish on the Canadian equity market, according to the latest Russell Investment Manager Outlook for 2008’s first quarter. Russell’s survey of 42 investment management firms and 59 investment managers from Canada found 43% of Canadian investment managers are bullish towards domestic equities — a […]
By Staff |April 7, 2008
2 min read
(April 7, 2008) McLean Budden is targeting fee-based advisors by launching an F-Class version of all 11 of its McLean Budden mutual funds. F-Class mutual funds are designed for accounts where clients pay a fee to their advisor based upon assets under management. McLean Budden will not remunerate the advisor or pay trailer commissions on […]
With a soaring dollar and sagging markets, Canadians have been burned by global investing but this should not deter their resolve, says Lisa Myers, portfolio manager of Franklin Templeton’s flagship Templeton Growth Fund. Myers believes market conditions are right for patient Canadian investors to use the high dollar to purchase bargains. Value investing is not […]
By Mark Noble |April 7, 2008
(April 4, 2008) Winnipeg-based Knowledge Bureau has launched a new Retirement Income Specialist program that focuses on real wealth planning for the boomer set. When the six-course program is completed, advisors will receive a Master Financial Advisor designation. The classes teach advisors about a number of things, including portfolio construction for real wealth management, owner-manager […]
By Staff |April 4, 2008
The Ontario Securities Commission’s innocuously named Staff Notice 51-716 has drawn quite a bit of attention for its no-nonsense stance on environmental financial disclosure. According to various industry professionals, including Paul Cassidy, from Blake, Cassels and Graydon LLP’s Vancouver office, and Gray Taylor, from Toronto-based Bennett Jones LLP, the notice signals a shift in the […]
By Romana King |April 4, 2008
5 min read
For most people, retirement means slowing down and taking it easy, but not for savvy investors. According to Russell Investments Canada, 60% of retirement portfolio growth can come during a client’s post-working years. “It’s a continuation of the compound interest story that you tell clients about in pre-retirement,” says Russell’s president and managing director Irshaad […]
By Bryan Borzykowski |April 4, 2008
3 min read
For many clients, the thought of landing in the red is enough to make them sick to their stomach. What most may not be aware of, though, is that not all debt is bad debt. “Any debt where you can write off interest is good debt and any debt where you can’t write off interest […]
By Bryan Borzykowski |April 3, 2008
(April 3, 2008) The Investment Dealers Association of Canada has levied a fine of $20,000 against Steven James Westman, for misconduct while an approved person with the Winnipeg branch of Merrill Lynch Canada. Between May 1999 and March 2001, Westman made unsuitable recommendations to two clients. He also admitted that in February and March of […]
By Staff |April 3, 2008
1 min read
(April 3, 2008) The Canadian economy is expected to outpace that of the U.S. once again, according to RBC, although growth will slow to 1.6% in 2008, down from the already paltry 2.7% growth rate posted in 2007. While commodity exports will remain healthy, the value of imports into Canada will rise much faster, trimming […]
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