Investor

Industry

Help clients set realistic expectations

When investing, leave emotion at the door.

By Christopher Hope |November 26, 2012

8 min read

Industry

Think outside the commodities box

Broaden your horizons when it comes to resource investing

By Christopher Mason |November 13, 2012

9 min read

Market Insights

Wealthy immigrants choose Canada

Immigration plays a key role in the growth of Canada’s High Net Worth (HNW) sector, as new Canadians often bring fresh ideas and cultures. They're also injecting $2 billion into the Canadian economy each year.

By Raf Brusilow |November 7, 2012

3 min read

Industry

Only 2 fund companies receive an “A” from Morningstar

Morningstar has updated its Stewardship Grades for the second time since June 2010.

By Staff |October 15, 2012

2 min read

Investors most confident in mutual funds

Investors are most confident that mutual funds will deliver returns (80%), followed by GICs (68%), bonds (59%) stocks (56%) and ETFs (31%), finds a Pollara survey for the Investment Funds Institute of Canada (IFIC). And the majority of mutual fund investors (81%) prefer receiving information on what to buy from their advisor. Read: What clients […]

By Staff |October 4, 2012

1 min read

Advisors expected to add more value

As the financial advice industry evolves towards the adoption of strategic, goal-oriented advice models, employers and investors are expecting more of financial advisors, according to a Canadian Securities Institute (CSI) research. The study, that polled a cross-section of financial services professionals and opinion leaders, found that in an environment of lower risk tolerance, the rising […]

By Staff |October 3, 2012

2 min read

Smart investing means being steady not seasonal

Those who live by the old investment adage ‘sell in May and go away’ may not be following a healthy investment strategy. According to BMO InvestorLine, an online investing service, investing should be a habit and must be done with a regular routine. “Consider establishing a schedule for your investments and managing your portfolio,” says […]

By Staff |September 21, 2012

2 min read

Investors pulling back: Manulife

Investor enthusiasm in the first half of 2012 decreased, with fewer pouring funds into fixed income investments, investment properties, balanced funds and cash, says Manulife Financial’s Investor Sentiment Index. Read: Global investors scale back Results show the overall Index sits at +24, down two points from December 2011 (+26) and five points from June 2011 […]

By Staff |July 18, 2012

1 min read

Investor

Help clients set realistic expectations

Think outside the commodities box

Wealthy immigrants choose Canada

Only 2 fund companies receive an “A” from Morningstar

Investors most confident in mutual funds

Advisors expected to add more value

GICs: Safety more important than rates

Smart investing means being steady not seasonal

Don’t misjudge risk tolerance

Investors pulling back: Manulife