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(December 13, 2006) Sarbit Asset Management has launched a new website — www.sarbit.com — offering more information on the firm’s current lineup of five funds. “We’re proud to introduce our new website, which features our larger family of funds and incorporates more features that investors and advisors look for from fund companies today,” says Larry […]
By Staff |December 13, 2006
2 min read
(December 5, 2006) The Bank of Canada has held the line on interest rates, leaving the Bank rate unchanged at 4.5% and maintaining a target of 4.25% for the overnight rate. The stability of rate policy indicates that the Bank has not changed its economic outlook for 2007 and 2008, despite slightly weaker than expected […]
By Staff |December 5, 2006
3 min read
(November 22, 2006) Advocis has launched a new best practices portal on its website, offering members easy access to the group’s new Best Practices Manual. “Few professionals work in an environment as complex and changing as financial advisors [do], and they are concerned about how to incorporate new industry codes, standards and regulations into their […]
By Staff |November 22, 2006
Seneca College of Applied Arts and Technology opened the its new Markham, Ontario campus facilities this morning, home to the newly created Financial Services Practitioner program, in a ceremony recognizing the Town of Markham’s $500,000 donation. “For me this was great because this building is really conducive to business,” said Sam Albanese, the insurance industry […]
By Kate McCaffery |November 22, 2006
(November 16, 2006) The heads of three Canadian mutual fund companies have issued an open letter to the nation’s political leaders, calling for action on climate change. “The decision to amend the Clean Air Act in the House of Commons presents a historic opportunity for Canada to show the world how a country can come […]
By Staff |November 16, 2006
(September 18, 2006) If the latest Statistics Canada data is any indication, Canadians are heeding calls to increase the foreign content portion of their portfolios. After a brief pause in June, Canadians invested heavily in foreign securities in July, acquiring $6.3 billion worth, StatsCan reported on Monday. Half went to foreign bonds, while the remainder […]
By Staff |September 18, 2006
4 min read
(August 1, 2006) Unity Life of Canada announced today that the company has acquired the Canadian intermediate, weekly premium life and Canadian individual health insurance books of business from New Jersey based, Prudential Insurance Company of America. The company says the completed acquisition, announced back in June, adds scale to Unity Life’s business and demonstrates […]
By Staff |August 1, 2006
Manulife Financial has opted to wind down the operations of Equinox Financial Services, an independent support network for managing general agencies and their advisors. “Although Equinox sales results for 2005 were extremely positive, a number of factors led the [Equinox] board to this conclusion, including their long-term financial projections, management and financial commitment required to […]
By Steven Lamb |July 7, 2006
MGAs put tech on the front burner Insurance advisors want more from their MGAs Retirement boom fuels new investment strategies It’s the stories that sell CI More Conference Collection: It’s the stories that sell CI Retirement boom fuels new investment strategies Insurance advisors want more from their MGAs MGAs put tech on the front burner […]
By Kate McCaffery |June 28, 2006
May and June were busy months in the financial services industry, with a number of major advisor conferences grouped together in a short period of time. As a result, you may have been unable to attend all the events you wanted to. Don’t worry though, from Advocis to the IDA, Advisor.ca and Advisor’s Edge were […]
By Staff |June 26, 2006
By Kate McCaffery |June 26, 2006
By Heidi Staseson |June 16, 2006
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