Wealth management

Decorative pattern

Planning and Advice

Kagan leaves Macquarie

Macquarie Private Wealth has announced the departure of CEO Bruce Kagan, following “a great run” at Macquarie and its predecessor firm, Blackmont. The firm says Kagan was satisfied with the integration of Blackmont into Macquarie, and with that process completed, was moving on. Kagan has been succeeded by Earl Evans, who until now has been […]

By Staff |April 11, 2011

1 min read

Decorative pattern

Canadian Capital launches today

The boomer generation made a huge impact on the Canadian economy, not just because of its size, but because of its entrepreneurial spirit. As boomers head into retirement, they need help in succession planning and many don’t know where to start. To fill that gap, Rogers Publishing has launched Canadian Capital and Capitalmagazine.ca, which shows […]

By Staff |March 30, 2011

3 min read

Decorative pattern

Sprott names wealth management CEO

Sprott Inc. has named David Franklin CEO of Sprott Private Wealth LP, a business unit of the company that provides wealth management services to high net worth individuals, foundations and trusts. “Since joining our organization in 2008, David has been a key contributor in his role as market strategist, conducting macro-economic analysis to help guide […]

By Staff |March 28, 2011

2 min read

Decorative pattern

Top ranks shuffled at CIBC

CIBC has announced an overhaul in its senior leadership, sparked, it would appear, by the departure of Sonia Baxendale, senior executive vice-president and president of retail markets is leaving CIBC. “I would like to thank Sonia for her significant contribution to CIBC over many years,” said Gerry McCaughey, president and CEO of the bank. “Thanks […]

By Staff |March 28, 2011

1 min read

Decorative pattern

Raymond James names private client strategist

Raymond James Ltd. has announced the hiring of Andy MacLean as the firm’s new Private Client Strategist for Canada, effective April 1, 2011. “Andy is a talented professional who will enhance our ability to better serve our financial advisors and their clients by delivering actionable investment ideas, market commentary and portfolio solutions,” says Terry Hetherington, […]

By Staff |March 22, 2011

1 min read

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Market Insights

CC&L launches HNW real estate unit

Connor, Clark & Lunn Financial Group has formed a new private equity real estate venture. Crestpoint Real Estate Investments Ltd. will offer institutional and high net worth investors with direct access to Canadian commercial real estate assets. Investors have the choice of pooled or segregated accounts. “For several years now, industry consultants have highlighted the […]

By Staff |March 9, 2011

2 min read

Decorative pattern

Bank profits to drive 2011 expansion

Coming out of the recession, Canada’s banking sector looks better than many of its global peers. Tough regulation ensured that the banks steered clear of the leverage minefield that sank some foreign competitors and 2010 profits have topped records set in 2007. This presents the sector with unprecedented opportunities for growth and expansion, according to […]

By Steven Lamb |March 7, 2011

1 min read

Decorative pattern

Planning and Advice

Look beyond the quarter-point return

Everyone wants to find extra cash. There is no shortage of articles, webcasts, and conferences discussing investments, the market and how to get the best return. There is also a myriad of tools and calculators available to show people what that extra percentage point can mean 20 years down the road. Bank customers may spend hours searching for the best rate and have been known to switch institutions in order to gain (or save) an extra quarter point. We all know the importance of building and preserving wealth; now, let’s help our clients put this in perspective.

By Elaine Blades |March 1, 2011

6 min read

Decorative pattern

Advisors set new records in 2010

North American advisors have enjoyed a substantial bounce back from the recession, with both asset levels and production reaching new highs by the end of 2010, according to a report from PriceMetrix. “The general health of the retail wealth management industry is improving. In many areas it has recovered from the downturn of 2008/2009 to […]

By Steven Lamb |February 22, 2011

2 min read

Decorative pattern

Planning and Advice

Leadership, growth in China

In December 2010, CSI Global Education conferred its wealth management designation, the Chartered Strategic Wealth Professional (CSWP), to the first cohort of financial advisors from China. Twenty-five financial professionals from Guangfa Securities, one of the largest Securities firms in China, were awarded the CSWP designation at the graduation ceremony in Guangzhou, Guangdong, China, hosted by Guangfa Securities and CSI.

By Dr. Roberta Wilton |February 18, 2011

4 min read

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