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Peter Hodson has left CI Investments for the second time in little more than a year, this time moving to Sprott Asset Management. The highly-regarded investment manager will join Sprott as an investment strategist, meaning for the interim he will be part of the investment management team, but not managing a specific fund. As a […]
By Mark Brown |January 3, 2006
3 min read
Even though North American markets are expected to outperform Japan and Europe next year, investment managers say the time is right to revisit portfolio holdings and consider investments outside of Canada. According to the Canadian Investment Manager Outlook, a survey of 30 senior level investment managers at Canadian firms conducted by Russell Investment Group, managers […]
By Kate McCaffery |December 30, 2005
2 min read
Whether it’s reminding clients to diversify, prepping for the baby boomer retirement migration, or just brushing up on client service and practice management techniques, advisors are primed and eager to move their businesses into 2006. Lorne Schnell of Assante Capital Management in Regina will focus on creating more formalized processes on the business management side […]
By Heidi Staseson |December 29, 2005
5 min read
Heading into 2006, the chair of a trade association whose members generate a myriad of products sold by advisors plan to continue working to clarify what the association is — and is not. During a year-end interview with Advisor.ca, Brenda Vince — confirmed as IFIC chair in September — stressed the parallel between the evolution […]
By Al Emid |December 28, 2005
(December 30, 2005) Oppenheimer Holdings, a Toronto-based brokerage whose main operations are in the U.S., said it will pay US$4.4 million to settle regulatory probes into money laundering and supervisory failings with both the New York Stock Exchange and the National Association of Securities Dealers. The probes stemmed from a period of rapid expansion of […]
By Staff |December 28, 2005
7 min read
Utilities Personnel management Legal expenses Internet service Email software Website design Accounting fees and software Rent Salaries (including research staff) Telephone lines Business supplies Office furniture Office equipment Office equipment Office furniture Business supplies Telephone lines Salaries (including research staff) Rent Accounting fees and software Website design Email software Internet service Legal expenses Personnel management […]
By Philip Porado |December 23, 2005
Economic forecasts for the coming year suggest global growth rates will be very similar to those posted in 2005, but outside of that high level prediction, opinions vary widely on a number of issues including interest rates, the price of oil, gold and the Canadian dollar. Getting a consensus opinion from a group of economists […]
By Kate McCaffery |December 23, 2005
4 min read
Our offices will re-open on Wednesday, December 28 with daily news coverage and the resumption of our morning and afternoon e-mails. From all of us at the ADVISOR Group, we wish you the very best of the season and thank you for your support in 2005.
By Staff |December 23, 2005
1 min read
‘Pay less tax.’ ‘Maximize your tax flow.’ These are some of the enticing messages your clients will be peppered with over the looming tax season. They sound too good to be true, and many of them are. Even worse, they’re hard to spot according to the Ontario Securities Commission. Investment seminars spouting tax-saving strategies are […]
By Mark Brown |December 22, 2005
Sales Support Materials Franklin Templeton U.S. Rising Dividends Fund A leader in global investing, Franklin Templeton Investments is constantly looking for opportunities to utilize our extensive worldwide network to develop superior products for our investors. Franklin Templeton U.S. Rising Dividends Fund focuses on companies that have paid consistent and substantial rising dividends, and that reinvest […]
By Staff |December 22, 2005
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