Industry News

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New Alberta investor website borrows name from Ontario

(September 1, 2005) The Alberta Securities Commission has introduced a new investor education website. But there’s concern that the site’s name, investored.com, could cause some confusion because of its similarity to Ontario’s investored.ca. “We did point out to them that we thought it would be confusing but they had already gone ahead and done their […]

By Doug Watt |September 1, 2005

2 min read

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Tech tips for independent advisors

(September 1, 2005) Technology risks are showing up more frequently and moving more quickly than ever before. Advisors working in large corporations tend to have the benefit of a qualified IT department at their disposal to work on these things, but independent advisors or anyone responsible for their own technology have a whole host of […]

By Kate McCaffery |September 1, 2005

7 min read

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Social investors seeking pension fund transparency

(August 31, 2005) Ottawa’s recent move to review defined benefit pension plans is commendable, but deficient in key areas such as transparency and disclosure, according to the Social Investment Organization. The SIO has launched a campaign to persuade Ottawa to require employer pension plans under federal jurisdiction to disclose their social and environmental policies and […]

By Doug Watt |August 31, 2005

2 min read

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HSBC fined for market timing, under-reporting

(August 31, 2005) After more than an hour of deliberations, an IDA hearing panel today accepted a settlement agreement negotiated between staff of the IDA and HSBC Securities over its role in allowing offshore clients to market time trades in mutual funds from six fund companies. From January to July 2002, HSBC earned more than […]

By Kate McCaffery |August 31, 2005

2 min read

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Mike Weir featured in Dynamic’s new marketing campaign

(August 30, 2005) Dynamic Funds had Canadian golf idol Mike Weir on hand to tee off its new national advertising campaign on Tuesday, but it was Brennan Little, his caddy, who took centre stage. It’s a role reversal for the pair and a seemingly unusual decision on the part of Dynamic to make the celebrity […]

By Mark Brown |August 30, 2005

2 min read

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Briefly:

(September 2, 2005) B2B Trust has increased the maximum amount of its Accelerator Investment Loan product to $100,000 from $50,000. Under the terms of the loan, B2B Trust finances 100% of the client’s investment for the purchase of eligible non-registered mutual funds. Investors are not required to make monthly principal payments, only interest, and there […]

By Staff |August 29, 2005

12 min read

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Ontario to scrap labour fund tax credit

(August 29, 2005) The Ontario government says it plans to introduce legislation that would eliminate the 15% tax credit for investors in labour-sponsored investment funds (LSIFs). No specific date was given, but in a statement, the province said the credit would be phased out no earlier than the end of the 2005 tax year. “The […]

By Doug Watt |August 29, 2005

4 min read

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IFIC chair resigns over Norbourg fraud investigation

(August 26, 2005) Investment Funds Institute of Canada chairman, Michel Fragasso resigned his position last night after two companies he is involved in were shut down by Quebec regulators. Fragasso is chair of Fonds Evolution Inc., and vice president of Norbourg Asset Management Inc. His decision to step down comes after the Autorité des marchés […]

By Kate McCaffery |August 26, 2005

2 min read

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Time to cash in on Canada?

(August 26, 2005) With oil prices hitting record highs, it’s no surprise that the energy-heavy Canadian stock market has outperformed other world markets this year. But should investors be favouring Canadian equities to take advantage of those soaring energy prices, or is it time for some profit-taking? Those are the questions posed by CI fund […]

By Doug Watt |August 26, 2005

2 min read

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First-time homebuyers need to think ahead

(August 25, 2005) Potential new homebuyers appear unfazed by the prospect of higher mortgage rates, perhaps because few of them understand the long-term effects, according to a report from a leading realty firm. In a survey by Royal LePage, new homebuyers and potential buyers were asked: “If you have a $150,000 mortgage and the interest […]

By Steven Lamb |August 25, 2005

2 min read

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