Home Newspaper Mid-February 2014

Mid-February 2014

News

Smaller, nimble mutual fund families posted solid returns in 2013

New academy offers courses to advisors who want to understand this burgeoning investment discipline

Even perfection may not be enough to save you from an angry client who is threatening litigation. But there are several habits and procedures that…

Chicago-based First Trust, which has seen success with ETFs in the U.S. since 2007, now has brought that expertise to Canada

The firm will be the second-largest P&C insurer in Canada, thanks to its purchase of State Farm's Canadian operations

RBC and Scotiabank have been successful in building teams of advisors who cater solely to global high net-worth clients

Focus on Products

Bond fund portfolio managers wary of prospects for 2014

Toronto-based First Trust Portfolios Canada Co. has launched First Trust AlphaDEX European Dividend Index ETF (C$-hedged), which will provide investors with low-cost exposure to European…

Toronto-based Barometer Capital Management Inc. has introduced Barometer Disciplined Leadership Equity Fund, which provides investors with the opportunity to gain exposure to North American and…

Product innovations move beyond active/passive styles

Montreal-based Fiera Capital Corp. has been selected by Toronto-based Russell Investments Canada Ltd. and U.K.-based Russell Investments Co. II PLC to subadvise on the recently…

Toronto-based Connor Clark & Lunn Funds Inc. (CC&L) has announced it will close CC&L Market Neutral Fund to new investments, effective April 11. CC&L says…

Toronto-based ScotiaFunds, a division of Bank of Nova Scotia, has expanded its fund family with the launch of Scotia Conservative Income Fund. This fund will…

Building Your Business

For the past 17 years, Mike and Joan Wild have opened their home - and their hearts - to young Halifax Mooseheads hockey players in…

Thanks to Barry Desrosiers, a Grade 6 class in Calgary gets to learn the ins and outs of starting and running a business and contributing…

Volunteering in Mufumya, Burundi - and seeing the great need among the people there - gives Mike Deboski, an independent insurance advisor in Edmonton, renewed…

Even in charitable giving, the adage “If you want something done right, you have to do it yourself” rings true. That was the approach Alan…

Alfred Chien, an advisor with BMO in Vancouver, oversaw the launch of a free tutoring program for high-school students in one the city's less fortunate…

Vancouver investment advisor Tim Collins says that sleeping on the pavement for a night helps focus attention on the plight of homeless youth and the…

Investors Group's Aaron Margolis, like his grandfather and his parents before him, has made volunteering an important part of his life. His wife and children…

Running a successful insurance practice is only one of the activities that drives Mark Halpern. When he's not advising clients on the benefits of charitable…

Getting people of all ages - especially high-school students - to learn about financial matters is a priority for Crystal Wong, who teaches students personal…

Naguib Kerba's passion for photography has led him to become involved in a wide variety of charitable organizations - from Scouts Canada to Gilda's Club.…

Musician and financial advisor Peter Partridge is spearheading the campaign to provide St. Catharines with a state-of-the-art performing arts venue

Helping a variety of causes - from the Kidney Foundation and stem cell research to hospitals and children's charities - is part of Gerry Doyle's…

Front Page

Equities, balanced funds more popular

Insurance industry players question “one size fits all” approach

Complying with domestic regime

Comment & Insight

According to a new smile index app, Reginans are among the happiest folks in Canada, despite having some of the coldest weather

Readers respond to John De Goey's letter regarding the effects of the transparency debate and restructuring fees

The Nova Scotia government wants to stem the flow of welders, carpenters, electricians and other skilled tradespeople leaving the province. The government is hoping industry…

B.C., the spiritual home of Canada's environmental movement, seems willing to remove more arable land from protected status

Investment research

Canada's main stock market index has remained very similar in composition since the global financial crisis hit in 2008

Now is an opportune time to invest in some strong companies based in Spain, as they're bound to benefit from growth

Rising risks due to disinflation - and, in some cases, deflation - concerns are giving new life to staid government bonds