Home Newspaper Mid-February 2011

Mid-February 2011

Comment & Insight

Following the federal government’s withdrawal of support for Edmonton’s Expo 2017 bid, the city is not holding its breath for a make-good project

Reduced demand from Canada’s largest trading partner has precipitated a shift in Nova Scotia’s lobster business

Focus on Products

There is a lot of concern about funding and lack of confidence in peripheral Europe

Traditional risk models may result in portfolios that are too aggressive, paper says

Name changes for two O’Leary funds

International markets provide more upside for opportunistic investors. There is considerable room to grow overseas

Calgary-based Canoe is counting on its fund manager’s name and its “GO CANADA” campaign to drive growth

Investment research

Not far behind the well-known BRIC nations, these up-and-comers offer much food for thought

The virus of potential insolvency has now also infected Japan, once the world’s most solid debt issuer after the U.S. Treasury

News

An appeal court has ruled that banks and other organizations must step carefully when asked for confidential financial documents, including requests by advisors

Strategy would incorporate formal education, government programs, online tools and a campaign to raise awareness

Merger would create world’s largest venue for natural resources listings, but it may not live up to expectations

The shift to tougher capital requirements for banks is underway, but worries are already increasing that it won’t be enough to avoid the next financial…

Recent startup Accretive 360 acquires Advisor Impact in an effort to enhance its newly launched matchmaking service

Politicians have expressed concern about the major deal, citing loss of control of Canada’s exchanges

Leading the Canadian Securities Administrators is no easy task as it faces the possible creation of a national securities regulator

Clients are diversifying fixed-income investments to find higher yields

IIROC releases draft on compliance obligations when using social media

Regulators’ paper looks at oversight duties of MGAs, insurers

Building Your Business

A Sun Life advisor in Moncton has donated hundreds of hours of his time to help youth and raise money for their programs

The Ride for Diabetes Research, a one-day “high-energy” event held across Canada, is widely supported by financial services firms; they are the largest fundraising corporations…

Nate Lucyk went to Kenya to help build schools for rural children; a striking memory is the joy expressed by a boy with a makeshift…

Helping kids with emotional problems has special rewards, say Bill Holmes and Harry Wierenga

Warren Wagstaff, an advisor with Raymond James in Vancouver, improves the lives of children by helping to distribute sleeping kits in developing countries

Kids who live in Toronto’s Regent Park public-housing neighbourhood are getting subsidized music lessons, with some help from Raymond James financial advisor Brian Bowes

TD Waterhouse’s Jim Kershaw helps the Duke of Edinburgh’s Award program inspire young people to improve themselves and help their communities

Planner assists young children with developmental challenges

The H.E.R.O.S. program teaches hockey skills to kids whose family situations can make it tough for them to pick up basic hockey skills such as…

The changes in a child who is linked up with a Big Brother or Sister can be remarkable. Financial services professionals Jennifer Barr and David…

Insurance executive Shawn McCormick volunteers his time to a canoeing club in the summer and a hockey program in the winter

Macquarie financial advisor Julie Catling participates in Boat For Hope, a B.C. event that gives children with special needs a swashbuckling day at sea, complete…