Industry News

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(February 7, 2007) In response to media speculation, Rockwater Capital has confirmed that it has received proposals from third parties with respect to its possible sale. As a result, Rockwater has formed a special committee of its board of directors and has retained a financial advisor to assist in reviewing the proposals. Rockwater said it […]

By Staff |February 7, 2007

1 min read

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East, west differ on investing…or maybe not

Canada’s national preoccupation with regional differences has several implications for advisor–client relationships, practice management and the art and science of client profiling — but do perceived regional biases really exist? According to a recent TD Waterhouse investor poll, regional differences include variations in investment expectations, intended RSP contributions and choice of investment product. The title […]

By Al Emid |February 7, 2007

3 min read

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TD study cites debt as barrier to saving

While Canadians continue to under-fund their RRSPs, a new study suggests its not a lack of understanding the importance of retirement planning, but rather a habit of linear thinking that is forcing them to make an “either/or” decision: save or pay down debt. The sixth annual TD Waterhouse Investor Poll cites StatsCan data revealing that […]

By Mark Noble |February 7, 2007

3 min read

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(February 6, 2007) A study by CIBC Capital Markets says Canadians will contribute nearly $33 billion to their RRSPs this year but will still fall well short of filling the $491 billion gap in unused RRSP room. The study, entitled Retirement: Ready or Not?, found that despite strong growth in overall RRSP contributions in 2005, […]

By Staff |February 6, 2007

5 min read

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Institutions seek to mitigate environmental risk

It’s not easy being green, especially when it comes to building an investment portfolio, but it is getting simpler. The timing couldn’t be better as environmental risks become less theoretical and more concrete — in our lives and in our investments. Environmental risk isn’t something that makes it into the usual list of variables investors […]

By Mark Brown |February 6, 2007

3 min read

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(February 5, 2007) RBC Financial’s latest RRSP poll finds that 61% of Canadians rate the amount of savings necessary for a comfortable retirement as an extremely important consideration in deciding when to retire. Following close behind, though, are a growing number of Canadians choosing lifestyle issues as a priority for their retirement. Fifty-four per cent […]

By Staff |February 5, 2007

5 min read

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Lipper seeks higher profile in Canada

If your favourite funds didn’t do well at the Canadian Investment Awards this year, don’t despair. Mutual funds will get a second kick at the can next month when Lipper, the U.S.-based mutual fund rating service, hosts its first annual awards gala in Toronto. Bragging rights — and a small trophy — will be up […]

By Mark Brown |February 5, 2007

3 min read

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(February 2, 2007) Counsel Wealth Management announced Friday that it has launched two new managed portfolio solutions, Counsel World Managed Portfolio and Counsel Income Managed Portfolio. Counsel World Managed Portfolio will invest in Canadian, U.S. and international equities, as well as global small-cap equities and fixed-income securities either directly or through securities of other mutual […]

By Staff |February 2, 2007

3 min read

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Foreign funds the place to be in January

Foreign equity investments continued to lead the pack for mutual funds in January, according to Morningstar Canada. Of the 42 indexes tracked by Morningstar, 10 of them posted returns better than 2% — and all 10 were focused on foreign investments. But for a change, the gains were led by American markets, following months of […]

By Steven Lamb |February 2, 2007

3 min read

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A new kind of ‘Made in Canada’?

Home may be where the heart is for many Canadian investors, but taking a Canada-only approach is an increasingly risky proposition. It’s this philosophy AIM Trimark took when it announced that it’s increasing the allowable amount of foreign equity in almost all of its Canadian equity funds. Canadian anchored equity funds, as they are classified […]

By Mark Noble |February 2, 2007

3 min read

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