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A full agenda is available on the BetaPro website. BetaPro also announced today, May 20, the filing of a preliminary prospectus for the Horizons BetaPro Double Gold Bullion Fund, which aims to provide liquid, secure and low-cost leveraged long-term exposure to physical gold bullion. The fund can be purchased in U.S. dollars (Class U), or […]
By Staff |May 20, 2009
3 min read
Tom Bradley left as CEO of Phillips, Hager & North three years ago, but rather than jumping into an early retirement, he opted to start Steadyhand Investment Funds – a small, low-fee shop in Vancouver. Building a company from scratch, however, is no easy task even for this fi- nancial industry veteran. Advisor’s Edge Report […]
By Bryan Borzykowski |December 22, 2008
11 min read
Planning and Advice
There is a new trend developing in this topsy-turvy financial marketplace. Many of your clients are suffering from call reluctance. Despite deep-rooted concern for the welfare of their nest eggs, it seems they’re afraid to call their financial advisors. Last week while I was conducting a coaching meeting with a veteran advisor, he exclaimed, “I […]
By Shawn O'Brien |October 21, 2008
4 min read
The impending transfer of wealth from baby boomers to the self-serve generation presents a potential hurdle for financial advisors in the near future. The Internet is rife with information about how to reduce costs on a portfolio by firing one’s advisor and doing it yourself with index funds or ETFs. And while that message might […]
By Preet Banerjee |October 1, 2008
6 min read
Free trade in securities has been a hot topic ever since federal Finance Minister Jim Flaherty announced his intention to pursue the idea in last year’s budget. Now, Canada might be a small step closer to seeing it happen with the Investment Industry Association of Canada’s induction into the Coalition on Financial Regulation. The organization, […]
By Bryan Borzykowski |April 1, 2008
2 min read
(February 12, 2008) Morningstar Canada has announced the roster of speakers for the sixth annual Morningstar Investment Conference, to be held in Toronto June 11. The conference will include a presentation on investor behaviour by Terrance Odean, professor of banking and finance at University of California, Berkeley. Also speaking at the conference are three top-producing […]
By Staff |February 12, 2008
With the federal budget announcement a couple of months away, the Investment Industry Association of Canada has released its annual budget recommendations. The organization wants the federal government to focus on small business, especially after giving tax breaks to large companies in its October 30 mini-budget. “From our perspective, the element that is really missing […]
By Bryan Borzykowski |January 14, 2008
Market Insights
Early last month, eating sushi in Yorkville, a young friend I’ll call Becky confided in me she was going through a personal crisis. Her usually tight-knit family was in shambles. At issue was the fact her mom wanted out of the successful family business that she and her husband started from the ground up 30 […]
By Heidi Staseson |December 19, 2007
16 min read
(November 2007) Winston Churchill once stated, “if you mean to profit, learn to please.” It was his secret for a profitable and successful career — as British Prime Minister, orator, and celebrated author. Today it could be considered sage advice for advisors as well. Churchill makes it sound simple. Advisors can spend too much time […]
By Shawn O'Brien |October 29, 2007
5 min read
(January 2007) Everyone talks about the weather, and now people say they want to do something about it. In Canada, environmental issues top health care as our number-one worry. CEOs are getting into the scene by saying it’s time to do more to protect against climate change. Even U.S. President George W. Bush is pushing […]
By Mark Brown |January 25, 2007
An increasing number of institutional investors, pension funds, asset management firms, banks and insurance companies are joining the camp of investors who think greenhouse gas emissions and climate changes pose risks to company valuations. Many of these institutions say they want to more accurately assess their exposure to such issues. Most recently, 225 signatories, representing […]
By Kate McCaffery |October 4, 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 26, 2006
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