Industry News

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Applying Portfolio Diversification Strategies (2 CE credits)

By Dr. Moshe Milevsky We all know portfolio diversification is a prudent strategy but have you ever struggled explaining it to a client? This online course provides examples ideal for sharing with clients and is available for reference after the course is completed. Drawing on his extensive and practical studies of investment performance, Dr. Milevsky […]

By Staff |September 11, 2007

1 min read

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Briefly:

(September 11, 2007) Acuity Funds has launched a managed portfolio program that combines various Acuity funds within each of five new portfolios. “Our portfolio managers and analysts manage the underlying funds and also collaborate to optimize each Alpha Portfolio. We don’t outsource our decision-making,” says Stephen Crawford, senior vice-president, national sales, for Acuity. “Our in-house […]

By Staff |September 11, 2007

3 min read

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Small-cap stocks’ future looking uncertain

Since the 1980s, small-cap stocks have had a good run, often outperforming the S&P/TSX. Small companies still have an important role in a diversified portfolio, according to Martin Ferguson, director and portfolio manager at Mawer Investment Management. Speaking at the annual GGOF Investment Summit in Toronto, Ferguson explained to the audience that the compound annual […]

By Bryan Borzykowski |September 11, 2007

3 min read

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(September 10, 2007) On Monday, Criterion announced that it is launching Canada’s first global clean energy fund. The Criterion Global Clean Energy Fund will invest in top businesses “at each stage of the transition to cleaner energy,” the company said in a release. Targeted companies include firms in the resource, tech, equipment, infrastructure and energy […]

By Staff |September 10, 2007

4 min read

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Co-operators take on Quebec for the second time

It’s no secret that Quebec likes to do things on its own, and that goes for the insurance industry as well. Going against the grain often produces results, but it can cause some major headaches too. In Quebec, individual life insurance is sold primarily through managing general agencies, while the rest of the country uses […]

By Bryan Borzykowski |September 10, 2007

3 min read

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Canada alone to fill oil gap: CIBC

Canada’s oil sands are primed for further investment as the global supply of crude dwindles in the coming decade, according to a report out of CIBC World Markets. The shrinking supply stems from an unexpected problem: rapidly increasing consumption in oil-producing countries. Soaring oil prices over the past five years have poured billions of dollars […]

By Steven Lamb |September 10, 2007

2 min read

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(September 7, 2007) The IDA has suspended Johanne Pinet of Laval, Quebec, for one year, after she was found guilty of misappropriating funds. Between October 18, 2005, and November 18, 2005, Pinet misappropriated funds from her half-brother, a client of National Bank Financial Inc., where she worked, in the amount of $1,120, via eight withdrawals. […]

By Staff |September 7, 2007

4 min read

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Canadians fail to plan properly for university

Forget saving for retirement — if there’s anything you should be discussing with your younger clients, it’s saving money to send their kids to university. According to a new survey from the Bank of Montreal, a year of university — tuition and living expenses — can run about $11,000, and for many the costs are […]

By Bryan Borzykowski |September 7, 2007

4 min read

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(September 6, 2007) RBC Centura Banks, a subsidiary of Royal Bank of Canada, has acquired Alabama National BanCorporation (ANB). The Birmingham-based bank has more than 440 locations throughout the American southeast and is the parent of 11 subsidiary banks and other affiliated businesses in Alabama, Florida and Georgia. Under the agreement, shareholders of ANB will […]

By Staff |September 6, 2007

3 min read

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Market will triumph over sub-prime: CIBC’s Rubin

For months CIBC World Markets has been touting the fundamental strength of the Canadian market — and a little sub-prime trouble won’t change that outlook, according to the firm’s latest report. “The sub-prime mortgage meltdown in the U.S. is a temporary and non-lethal shock to the bull market in Canadian stocks,” says Jeff Rubin, chief […]

By Mark Noble |September 6, 2007

3 min read

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