News and resources for Canada's top financial advisors
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With the real estate market booming across the country, it may be hard to ignore the capital appreciation aspect of real estate investments. But for many institutional portfolio managers, real estate is a core holding rooted firmly in the fixed income side of the asset mix. Sure, housing prices seem sky high, but residential property […]
By Steven Lamb | April 21, 2006
5 min read
(April 2006) Largely based in the Quebec market, the story of Norshield Asset Management may not have attracted the same national media attention as Portus, but the story is just as compelling: a labyrinth of inter-related companies, a regulatory crackdown and investor funds vanishing into thin air. Investigative journalist Scot Blythe has been digging into […]
By Staff | March 31, 2006
1 min read
(March 2006) You use domain names every time you visit a website or google a term to find more information. But do you know what gives value to a name? Do you know how to assess that value? What you don’t know actually spells opportunity. Just as in financial markets, there are primary and secondary […]
By Pierre Saint-Laurent | March 10, 2006
4 min read
While some Canadian mutual funds have dabbled in U.S. mortgage-backed securities, Toronto-based Sentry Select Capital Corp. introduced that market to Canadian investors in a big way with launch of Mortgage-Backed Securities Trust in the 2003. Sentry Select has since introduced three other closed-end trusts — including two in 2005 — that also invest in the […]
By Michael Barrett | March 1, 2006
7 min read
(January 2006) I’m a firm believer in risk management. That’s a bit like saying “I’m a firm believer in breathing.” We are all risk managers whether we admit it or not. And if that’s the case, I’d rather be more precise about it than less. The absolute basis of portfolio risk management is diversification. It’s […]
By Pierre Saint-Laurent | January 23, 2006
(November 2005) Regulatory worries about the proliferation of principal protected notes (PPNs) may well spill over into the Guaranteed Investment Certificate market, at least index or market-linked ones, which have hitherto been exempt from securities rules. At issue is what might be called a series of “K’s” that follow from the Know Your Client imperative […]
By Scot Blythe | November 28, 2005
6 min read
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