Home Newspaper Mid-February 2006

Mid-February 2006

Comment & Insight

The recent election results demonstrate that Canada’s electoral system does indeed work

Scandals and push for national regulator take their toll

Now Alberta can look forward to another 10 years of economic expansion

But finance minister must also be aware that what goes up eventually comes back down

Focus on Products

Mackenzie Financial Corp. is changing the portfolio managers to two of its funds, effective March 1. Jerry Javasky, head of Mackenzie’s Ivy Funds team, and…

Cambridge, Ont.-based socially responsible investment firm Meritas Mutual Funds has launched of its seventh fund, Meritas Monthly Dividend and Income Fund. Meritas says it is…

The board of directors of Toronto-based Retrocom Growth Fund Inc. has has established a committee to review and make recommendations on investment strategies and other…

Sentry Select Capital Corp. has launched Sentry Select Dividend Fund, designed to provide investors with dividend income and the potential for capital appreciation. The fund…

Winnipeg-based Investors Group Inc. has announced that JPMorgan Asset Management (Canada) Inc. will become portfolio advisor for the large-cap growth mandate within its iProfile International…

A look at historical trends shows growth stocks could be the way to go

Shortcomings are caused by advisors’ firms and securities commissions

Industry watches closely as qualifying environmental trusts promise deeper investment opportunities

The trusts weathered many a storm last year, yet managers anticipate most will benefit from a relatively more stable 2006

Big seg-fund provider London Life sees only 34% of its seg fund AUM in first and second quartiles in 2005

There is a wide variety of ways your clients can hold gold in their portfolios, ranging from the actual metal to stocks and fun

CI Signature Select Canadian Fund and BMO Equity Fund: comparison shows how two managers take different routes to success

Investment research

But advisors’ options vary on annual income and investment weighting

Strategy also allows you to profit from the certainty of time-value erosion

Not even an economic slowdown can stop the newly rich from ostentatious spending

With higher trading precision and lower management costs, this vehicle provides many investor-friendly options

The global outsourcing trend has been a boon to Indian technology firms, and they’re beginning to list on North American markets

Although estimating method predicts varied dividend results, it shows energy, financial sector and materials continue to dominate

Building Your Business

Research shows volunteers enrich their own lives, their companies and the Canadian economy

Ironman competitor Jim Molyneux has raised more than $200,000 for diabetes research and treatment

Coast Capital’s volunteer program has benefits for employees and business

Fredericton investment advisor Andrew Craik distributes toys, shoes and wheelchairs to the needy

Stephen Hafner says one of his challenges is to dispel the idea that Africa is a “giant, unfixable problem”

A group led by women in insurance is rallying to raise large sums of money

Waterloo, Ont., advisor Audrey Sauder, on the left, and Calgary planner Bert Hettinga, above with children, wield hammers for Habitat for Humanity

Individuals and families who want to focus their time and money on a special cause can set up their own charitable foundations

After relying on others while battling cancer, Dennis Auger now offers cancer victims his support

Canadian Aid for Southern Sudan helps establish micro-enterprises whose profits are reinvested in the community

Quarles enjoys seeing Hockey for the Homeless tournament come together

Perk helps firms attract top-quality employees

Directors’ and officers’ liability insurance covers claims such as wrongful dismissal, discrimination and breach of fiduciary duty

Inspired by IE article, Chris Cahill set out for DR

Winnipeg advisor finds fulfilment coaching Manitoba Special Olympics swimmers

CESO volunteers give advise from Kyrgyzstan to the Philippines to Moldova

Volunteers go to great lengths to make a difference in someone else’s life – and their own

News

Canadian brokerage arm of the world’s second-largest bank has doubled assets in three years, and it’s just getting started

Canadians work more hours than Americans but earn less. Fundamental reforms are needed to address the problem

Five-man team of Calgary-based stockbrokers misses placing first in Austria by just half a second

Vancouver-based labour-sponsored fund might use Crocus remnants to enter the Manitoba market

Income drops for most people upon retirement — often more than many anticipate — new data from Statistics Canada show

Business is booming in Canada and Britain, and picking up an American investment bank hasn’t hurt the broker either

Canadian lending unit of General Electric says deal for 3.1 million accounts vastly increases its exposure across the country

Brings in industry veterans and former Altamira CEO

Patrick Cooney plans to appeal IDA panel ruling that firm failed to comply with previous restrictions

Thirty-nation study by the OECD surprisingly gives our system high marks, but notes weaknesses elsewhere

Ontario Securities Commission watching shift from actual delivery to providing electronic access

Bay Street likes the appointment of Jim Flaherty as finance minister, but he has his work cut out for him

The DeGroote-TSX Research Centre will study compliance, market surveillance and risk management

NexGen funds allow investors increased control of their “taxation destiny”

Province’s focus on the increasingly popular passport model makes the delayed legislation moribund

IDA paper advocates ways to modernize securities regulation

Principal-protected notes are raining down upon the market as a multitude of manufacturers compete for the attention of advisors and their clients in the busy…

The future of class actions in Canada has been thrown into doubt by a recent decision of the Quebec Superior Court. The Quebec court refused…

The Ontario government has stirred up a hornet’s nest with its plan to change the governance structure of the massive Ontario Municipal Employees Retirement System.Municipal…