Leverage

Beware leveraged loans

Leveraged loans are risky, but that hasn’t stopped insurance advisors from touting them, with most positioning them as the ultimate living benefit of a death benefit product.

By Helena Smeenk Pritchard |June 22, 2012

2 min read

Industry

Investia fined $100,000 for leverage

A settlement hearing in the matter of Investia Financial Services Inc. was held in Toronto, Ontario before a hearing panel of the MFDA's Central Regional Council.

By Staff |January 30, 2012

2 min read

Industry

Leverage use costs FundEX $100,000

A settlement hearing in the matter of FundEX Investments Inc. was held in Toronto, Ontario before a hearing panel of the MFDA's Central Regional Council.

By Staff |January 30, 2012

2 min read

Industry

Reverse mortgages soar

The need for an improved cash flow in retirement is leading to record number of reverse mortgages in Canada, according to a HomEquity Bank study.

By Vikram Barhat |January 9, 2012

2 min read

B2B Trust inks deal with AGF Investments

B2B Trust and AGF Investments have signed an agreement under which B2B Trust will offer preferred rates on all investment loans to Canadian investors who purchase eligible AGF mutual funds through licensed financial advisors.

By Staff |September 7, 2011

1 min read

Class action filed against Desjardins

Two investors have filed a motion for authorization to bring a class action suit against Desjardins Financial Security. Prior to the financial crisis of 2008, Jean-Paul Dupuis and Francis Tremblay bought Strategic Index Plus (SIP) and Tactical Index Plus (TIP) term investments from DFS. These capital-guaranteed products have a maturity of five to eight years. […]

2 min read

Five forces affecting your client’s portfolio

Soaring debt levels in advanced economies, overheating emerging markets and strict capital controls are among the global economic and financial challenges faced by financial planners, according to Thomas Hockin, executive director, International Monetary Fund, speaking at the CIFPs 9th Annual National Conference-2011, in Ottawa. “We’ve had 22 financial crises since 1945; financial crisis is the […]

3 min read

Leverage

Beware leveraged loans

Investia fined $100,000 for leverage

Leverage use costs FundEX $100,000

Reverse mortgages soar

B2B Trust, Canada Life sign RRSP loan deal

B2B Trust inks deal with AGF Investments

Class action filed against Desjardins

Five forces affecting your client’s portfolio

B2B Trust signs deal with Sentry Investments

Investment loans carry risk for advisor