News and resources for Canada's top financial advisors
Est. 1998
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(December 4, 2002) RRSP season can be stressful for investors and advisors, so the “RRSP Survival Guide” in the December edition of Advisor’s Edge offers ideas on how advisors can beat the stress and tension. The cover story of the December “RRSP Survival Guide” takes a personal approach to RRSP season. “We took a look […]
By Jim MacDonald |December 4, 2002
2 min read
Kirby takes Romanow to task over “old-fashioned” approach to healthcare reform (December 4, 2002) Roy Romanow’s report on reforming Canada’s healthcare system doesn’t adequately address the issue of federal funding for prescription drug coverage and home care, says Senator Michael Kirby. Following up on a speech in Toronto on Monday, Kirby, who authored his own […]
By Doug Watt |December 4, 2002
3 min read
(December 4, 2002) Canadian financial advisors chose Mackenzie Financial as the mutual fund company of the year in the annual Canadian Investment Awards. Advisors had the opportunity to vote for three awards in the Advisors’ Choice category of the eighth annual awards gala (formerly the Canadian Mutual Funds Awards). Mackenzie Financial Corporation also won the […]
1 min read
(December 3, 2002) The Bank of Canada kept a steady hand on its key overnight lending rate today, holding it at 2.75%. Inflation and uncertainty were cited as two reasons why the cautious central bank did not alter the overnight rate, which was raised to 2.75% on July 16. “Core and total CPI inflation have […]
By Jim MacDonald |December 3, 2002
Specializing in particular client segments is growing among financial advisors. Here is an article from TD Mutual Funds that explores how you can discover your niche. Download Discover Your Niche now. Visit TD Mutual Funds for more great content to help build your business. November 2002
By Staff |December 3, 2002
(December 3, 2002) A former president of the Institut québécois de planification financière will examine the opportunities in international financial planning in a keynote speech at the Advisor Forum in Montreal on December 12-13. Michel Mailloux will review the rules and risks of international financial planning and the structures and products available in offshore sites. […]
(December 3, 2002) The Investment Funds Institute of Canada is estimating another decline in mutual fund sales for November. Preliminary figures suggest a drop in net sales of between $500 million and $900 million. Still, that’s an improvement from October, says IFIC president and CEO Tom Hockin, when mutual funds saw $1.1 billion walk out […]
By Scot Blythe |December 3, 2002
Romanow report viewed as positive for pension plan sponsors (December 2, 2002) The head of a Senate committee on healthcare says he agrees with Roy Romanow’s conclusion that the system needs reform as soon as possible, but Senator Michael Kirby says there’s disagreement between the two on how that goal can best be achieved. The […]
By Doug Watt |December 2, 2002
(December 2, 2002) The chief investment officer of a major Canadian pension fund says new securities reforms in the United States could be “softened.” Tom Gunn of the Ontario Municipal Employees Retirement System (OMERS) in Toronto says the shifting political climate in the U.S. could very well shape the reform-minded Sarbanes-Oxley Act. Sarbanes-Oxley was borne […]
By Jim MacDonald |December 2, 2002
Still think socially responsible investing (SRI) is only for fringe investors who care more about the environment than they do about returns? You may be surprised to discover who’s investing responsibly and just how profitable it can be for them – and you. Between 1998 and 2000, sales of socially responsible mutual funds in Canada […]
By Staff |December 2, 2002
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