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The Anonymous Donor

When a client confides his desire to give anonymously, you know you’ve built a strong relationship. It then becomes your job to find out the…

Anonymous Trader

FIRMS THAT WORK WITH HIGH ROLLERS KNOW PROTECTION OF IDENTITY IS A MUST. Rich people are concerned about everything from their children being kidnapped to…

Canadians underfunding RRSPs

A recent survey of Canadians found that 83% of those planning to make an RRSP contribution intend to contribute at least as much as they…

  • By: Staff
  • December 2, 2011 August 21, 2018
  • 10:49

Funds struggled back in final days of November

Mutual fund investors who stuck it out to the end of November were rewarded with a late-month rally, boosting returns on several equity fund indexes,…

  • By: Staff
  • December 2, 2011 August 21, 2018
  • 00:00

Monitor related-party transactions to shield clients

Monitor related-party transactions to shield clients from white-collar crime

Desjardins launches microfinance support fund

Desjardins Group has launched the Desjardins Fund for Inclusive Finance, an investment fund aimed at developing the microfinance sector in emerging or developing countries.

  • By: Staff
  • December 1, 2011 June 16, 2018
  • 13:59

Canadians say they’ll stay the course on RRSP

While many Canadians may be jittery about equity markets these days, they still see the value in socking away cash for their retirement, according to…

  • By: Staff
  • December 1, 2011 August 21, 2018
  • 13:33

AGF to merge Canadian Value, kill Japan Class

AGF Investments has announced plans to streamline its fund line-up, including one fund merger and a fund termination. In both cases, the decision to merge…

  • By: Staff
  • December 1, 2011 August 21, 2018
  • 11:38

Tasty Profits

The restaurant sector offers some satisfying stocks

Looking Forward

Boston CFA Institute Conference assures investors things will get better

Mawer managers in for the long haul

While in Calgary, managing editor Melissa Shin sat down with two portfolio managers from Mawer Investment Management to speak about their process and strategies: Paul…

Mawer tops the field at Investment Awards

The theme song for the night could have been “More, More, More”—or rather, “Mawer, Mawer, Mawer”—at the 17th annual Morningstar Canadian Investment Awards last night,…

  • By: Staff
  • December 1, 2011 August 21, 2018
  • 00:00

Go for the globe

Four experts walk us through some of the issues investors need to take into account when looking to the U.S., the Eurozone, China, and South…

Despite likelihood of NAFTA deal, BMO head worried about trade

Darryl White doesn't have one specific ask for Bill Morneau

Where rates are headed—and how fast

Achieving a neutral policy rate of 2.5% to 3.5% will be a slow process

‘Zombie’ firms dragging down productivity: Deloitte

About 16% of Canadian public companies fit into the OECD's category, a new study says

IIROC fines branch manager $17,500 for inadequate supervision of DSC fund trading

The advisor involved was fined in 2016

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 15:51

Many clients want to be their own boss

Millennials are especially entrepreneurial

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 13:40

Clients interested in philanthropy? Become an expert

New designation for advisors revolves around gift planning strategies

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 12:31

European investment managers increase use of ETFs, bonds

More than 90% of professional investors were using ETFs this year

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 12:15

TDAM makes changes to ETFs

Underlying indexes, fund names and management fees of certain funds affected

  • By: Staff
  • September 19, 2018 September 19, 2018
  • 14:41

How active is an active fixed income ETF?

Analyzing a fund's human element

  • By: Staff
  • August 22, 2018 September 19, 2018
  • 00:00