News and resources for Canada's top financial advisors
Est. 1998
Industry
You can find out how foreign currency funds can add value for your clients by listening to a replay of our foreign currency conference call. The call featured Alex Macdonald and Marcus Turner of Canada Life’s North American Investment Management Group. Listen in to find out how: The replay is available until Dec. 22, 2002. […]
By Staff |November 25, 2002
1 min read
(November 25, 2002) A fledgling organization exclusively for holders of the Certified Financial Planner designation is generating a tremendous amount of interest, says the director of the Canadian Institute of Financial Planning. Although he wouldn’t reveal exact figures, Keith Costello says a recruitment drive for the new tentatively named Canadian Institute of Financial Planners (CIFPs) […]
By Doug Watt |November 25, 2002
2 min read
(November 25, 2002) While Canadian investors pulled money from mutual funds in September, foreign investors sold Canadian equities and money market paper. Foreign investors reduced their holdings of Canadian securities by a net $1.6 billion in September, said a report by Statistics Canada today. North American equity markets were weak in September — for example, […]
By Jim MacDonald |November 25, 2002
(November 22, 2002) Canada’s financial services industry should set aside the debate over the creation of a national securities regulator and instead focus on building a complete network, encompassing all industry and regulatory functions, says Mark Daniels, chair of the Financial Services Council of Canada. A fully-integrated, country-wide network is essential to ensure the long-term […]
By Doug Watt |November 22, 2002
3 min read
(November 22, 2002) For the past month financial advisors have debated the merits of the new name of Canada’s largest professional association for advisors. Advisor.ca’s online message board has provided a forum for staunch supporters and determined opponents of Advocis, and attracted comments from interested bystanders and various other commentators. Yet the vigorous Advocis debate […]
By Jim MacDonald |November 22, 2002
(November 21, 2002) Canadians reached into their pocketbooks to give more to charities last year. Statistics Canada says 5.5 million taxfilers reported charitable donations totalling $5.51 billion in 2001, compared with gifts of almost $5.44 billion the year before. There was roughly the same number of donors in 2000. The 2001 donations increased 1.4% from […]
By Jim MacDonald |November 21, 2002
(November 21, 2002) The federal government should set up a new RCMP unit to deal specifically with crimes related to the capital markets, says Investment Dealers Association president Joe Oliver. In a presentation today to the Senate Standing Committee on Banking, Trade and Commerce, Oliver also called for the creation of a special court for […]
By Doug Watt |November 21, 2002
More advisory board tips: If someone told you that you could better your business by leveraging the wisdom of a group of professionals at little or no charge, would this sound too good to be true? Well, it’s not. This reality can be yours by forming your own advisory board. There are a few different […]
By Staff |November 21, 2002
(November 20, 2002) “The future is purchased by the present,” said Samuel Johnson, whose words are a fitting theme for the upcoming Advisor Forum in Halifax from December 2-3. The outlook for the financial advisory business will feature prominently in the keynote presentations at the event. Julie Littlechild is the president of the research firm […]
By Jim MacDonald |November 20, 2002
(November 20, 2002) Finding the right people for a new committee on securities regulation could be the key to its success, industry experts say. Yesterday, Saskatchewan lawyer Harold MacKay recommended that Ottawa and the provinces create a committee of up to six “wise persons” to make suggestions on improving the country’s regulatory system. MacKay said […]
By Doug Watt |November 20, 2002
4 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.