Firms bought out
Wilton Re Ltd., a life reinsurance company based in Bermuda, has purchased Transamerica Life Canada of Toronto. Wilton Re also has agreed to pay $600…
Wilton Re Ltd., a life reinsurance company based in Bermuda, has purchased Transamerica Life Canada of Toronto. Wilton Re also has agreed to pay $600…
For the second consecutive year, Toronto-based Royal Bank of Canada’s (RBC) wealth-management division has been named Outstanding Wealth Manager, Customer Relationship Service and Engagement at…
Exclusively on IE:TV
Montreal-based MacDougall MacDougall & MacTier Inc. (3Macs) has purchased Toronto-based Castellum Capital Management Inc. Castellum president Karen Shoffner and executive vice president Owen Phillips both…
Toronto-based Canadian Foundation for Advancement of Investor Rights (a.k.a. FAIR Canada) has received donations from Talisman Energy Inc. of Calgary and Manulife Financial Corp. of…
Julie Barker-Merz is overseeing significant change at BMO InvestorLine with the introduction of adviceDirect
Expected federal budget surplus may lead to changes
Pembroke has maintained its focus by "doing a limited number of things well for a limited number of clients"
As some brokerages offer fat recruitment bonuses to senior advisors, TD Wealth PIA and others set out to reward loyalty
With the family tax cut, couples may have the extra funds they need to make investments in their children's future
The operator of Canada's major stock exchanges wants a major overhaul of its trading offerings in the coming year
New research suggests that disclosure can have unintended consequences and also lead to perverse outcomes
Toronto-based Dynamic Funds, a division of 1832 Asset Management LP, has expanded its fund lineup with the addition of Dynamic U.S. Sector Focus Class. This…
Toronto-based RBC Global Asset Management Inc. (RBCGAM) has launched five new exchange-traded funds (ETFs) designed to provide investors with the opportunity for income, access to…
Toronto-based Purpose Investments Inc. has added new alternative investment funds, Purpose Multi-Strategy Market Neutral Fund and Purpose Enhanced U.S. Equity Fund, in both currency-hedged and…
Toronto-based Horizons ETFs Management (Canada) Inc. has introduced Horizons Active Floating Rate Senior Loan ETF, which seeks to provide investors with a high level of…
Some studies show that low-volatility stocks post better returns than average
Remind clients that downmarkets are a natural part of the investing process
The recent election of reform-minded leaders is seen as a positive development
Stocks in the energy sector have been pummelled recently - and there are some indications that this may continue
It's worth looking at nine companies that sell their products globally and are less dependent on domestic or European growth
To Alberta's oil and gas industry, and a great many of its people, pipelines to the B.C. coast have become a sideshow
The retiring mayor of Surrey, B.C., hopes to win the federal Tory nomination By brian lewis
What if the millennials, which represent a powerful voting bloc, were persuaded to embrace the Liberal leader?
Editorial
The Parti Québécois (PQ) lost the Quebec election this past April largely because Philippe Couillard cast his Liberals in the role of blocking PQ plans…
RRSP season can bring on a hectic schedule of client meetings, late nights and other obligations. If you aren’t prepared, you could be left feeling…
While the proposed Ontario Retirement Pension Plan is receiving some nods, critics argue that mandatory contributions may hurt employers
Even though Canadian equities markets are highly concentrated in a few sectors - and small compared with other markets - many clients remain uneasy about…
Canadian clients who spend significant amounts of time outside the country every year risk losing their health benefits, as well as possibly facing negative tax…
Tax rules allow for inadvertent overcontributions to a client's RRSP, which can grow tax-free for decades. But there are strict limits on the amount -…
Clients worried about outliving their money can receive steady income, but these products are not all the same - some comparison shopping is recommended. And…
To offset inflation within an annuity, some insurers offer an indexing option, in which the payments that a client receives increase over time. But this…
More Canadians are retiring with debt than ever before. Although this situation is not ideal, it can make sense for some clients - but only…
There are many errors that clients make while planning for their retirement. Many are related to their finances - including poor cash-flow planning and taking…
Although bond funds can be unpredictable, and generally perform less well than equities, careful selection and an eye on factors such as interest rates and…
There are various strategies that you can employ to ensure that clients' retirement savings last longer - and that they pay less taxes in the…
For many clients, working while collecting government and pension benefits is an appropriate solution to an income shortfall
Longer, more vigorous lives, combined with increasingly unpredictable markets and interest rates, demand flexibility, resourcefulness and expertise from financial planners
Investing statistics consistently show that continuing to hold equities during the long decades of retirement - with an eye to prudence - is a better…
Make sure clients over the age of 65 take steps to trigger the pension income credit. The often overlooked credit can present tax-planning opportunities
Finding the right investment product mix to ease client concerns
Fundamental tension persits
But some MGAs have concerns they're being cut out of the process
