Industry

Decorative pattern

Fund outflows reach $1.1 billion in October, investors ignoring market rally

(November 15, 2002) For the second consecutive month, mutual fund redemptions topped the $1 billion mark as wary investors continued to shy away from the markets, despite signs of a rebound. Outflows totaled $1.1 billion in October, says the Investment Funds Institute of Canada, the same as September. It’s the seventh straight month of redemptions. […]

By Doug Watt |November 18, 2002

2 min read

Decorative pattern

Ottawa adjusts personal tax brackets to account for inflation

(November 13, 2002) The federal government is adjusting personal income tax rates by 1.6% next year as part of its annual effort to account for inflation. Since 2000, Ottawa has changed personal tax rates on January 1 each year in an attempt to avoid automatic tax increases that occur when income rises with inflation, also […]

By Doug Watt |November 18, 2002

1 min read

Decorative pattern

FPA announces new president; changes membership structure

(November 13, 2002) The Financial Planning Association has named Elizabeth Jetton of Financial Vision Advisors of Atlanta as its president-elect for 2003. Jetton, a Certified Financial Planner who has been on the FPA’s board since 2000, will serve as president of the planning organization in 2004. “I’m extremely honoured to have been elected to this […]

By Doug Watt |November 18, 2002

2 min read

Decorative pattern

FPA announces new president; changes membership structure

(November 13, 2002) The Financial Planning Association has named Elizabeth Jetton of Financial Vision Advisors of Atlanta as its president-elect for 2003. Jetton, a Certified Financial Planner who has been on the FPA’s board since 2000, will serve as president of the planning organization in 2004. “I’m extremely honoured to have been elected to this […]

By Doug Watt |November 18, 2002

2 min read

Decorative pattern

Find the road to

(November 14, 2002) Financial advisors will get directions from tax expert Tim Cestnick on how to guide their clients to “tax freedom” at the Advisor Forum in Calgary from November 22-23. Cestnick, managing director, Tax Smart Services with AIC Group of Funds, will offer what he calls an intellectual framework for paying less tax than […]

By Jim MacDonald |November 18, 2002

2 min read

Decorative pattern

Ontario government under fire over proposed pension surplus changes

(November 14, 2002) The Ontario government is on the defensive over the issue of surplus pension funds after quietly introducing legislation to amend the province’s Pension Benefits Act. The proposed legislation, introduced two weeks ago as part of a larger budget bill, provides for negotiated surplus sharing agreements between employers and pension plan members. However, […]

By Doug Watt |November 18, 2002

3 min read

Decorative pattern

Ontario government wants to beef up the enforcement powers of the OSC

(October 10, 2002) The Ontario government will introduce proposed legislation to give the Ontario Securities Commission the power to levy fines of up to $1 million, says the province’s finance minister. Janet Ecker says Ontario will also look at increasing jail terms for securities violations and requiring chief executive officers to certify the financial results […]

By Jim MacDonald |October 10, 2002

1 min read

Decorative pattern

Corporate ethics focus provides new opportunity for social investing, says Ethical Funds exec

Related News Stories Ethical Funds reaches out to advisor channel Values added: An advisor’s guide to socially responsible investing Ethical wealth: Clients who wish to incorporate their values into their investment plan may be looking for SRI Fresh air: Why you should determine if your clients are interested in SRI Traditionally, advisors have been reluctant […]

By Doug Watt |October 7, 2002

3 min read

Decorative pattern

CAIFA conference update: Find the right frequency, marketing expert says

Jennifer McLaughlin (October 3, 2002) Advisors need to focus on the right clients with the right frequency, says Bill Gibson of Knowledge Brokers International in Vancouver. “In personal selling and personal marketing, it’s better to reach 50 of the right present and potential clients 20 times with the right methods and contact tools rather than […]

By Jennifer McLaughlin |October 4, 2002

3 min read

Decorative pattern

Portrait of a Canadian advisor: First Annual Dollars & Sense Survey

(October 1, 2002) It’s a job of finding, minding and grinding. This seems to be the job description of Canadian financial advisors that emerges from a new national survey. The first Annual Dollars & Sense Survey was commissioned by Advisor.ca, Advisor’s Edge and Objectif Conseiller magazines, members of The ADVISOR Group of Rogers Media. The […]

By Jim MacDonald |October 1, 2002

2 min read

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