ScotiaMcLeod terminates Pinnacle RRSP funds
ScotiaMcLeod has announced its plans to wind down its nine Pinnacle RRSP funds, effective Sept. 16, 2005. These are:n Pinnacle RRSP American Core-Plus Bond Fund…
ScotiaMcLeod has announced its plans to wind down its nine Pinnacle RRSP funds, effective Sept. 16, 2005. These are:n Pinnacle RRSP American Core-Plus Bond Fund…
Two new portfolio advisors are joining Industrial Alliance Fund Management Inc. Pennsylvania-based Brandywine Asset Management LLC will become the portfolio subadvisor of R Global Value…
Toronto-based Middlefield Group Ltd. has filed a preliminary prospectus for its Equal Sector Income Fund. The fund will be invested in each of the four…
Connor Clark & Lunn Investment Management Ltd. and Goodman & Co. Investment Counsel Ltd. will join Mackenzie Financial Corp. as subadvisors to Symmetry Registered Fixed…
Newly formed Winnipeg-based Sarbit Asset Management Inc. has filed a preliminary prospectus for its inaugural product offering, Sarbit U.S. Equity Trust. “Your initial product should…
Burlington, Ont.-based AIC Ltd. plans to eliminate the performance fee for AIC American Focused Plus Fund. Launched in 2001, the fund has had a performance…
Removal of the foreign-property rule is the realization of a dream
Damage of recent scandals puts spotlight on flawed rules and procedures
CI Canadian Investment Fund’s Kim Shannon sticks to her guns
AIM Trimark Canadian Fund has lagged in recent years, but shows more promise than AGF Canadian Stock Fund
New wave of products aims to blunt the impact of interest rate changes
Morningstar study finds some investors motivated by fear or greed
Yet investor demand expected to remain strong
Canadians have about $114 billion socked away in the comparatively secure funds, and have pulled back from riskier equities
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Three million Canadians have capital accumulation plans and many need professional advice
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Building the Alberta Heritage Trust Fund to $60 billion would set the province up as a target
Investment management firm sees positive net sales for 55 consecutive months
Savvy investors and their advisors can go directly to the source to save fees and spreads
This approach works when option premiums are low, as they are now, to produce positive returns
Soaring oil prices could signal a profound change in the economy
Only one Canadian large-cap tech stock remains in favour, while several key U.S. firms continue to grow
But, on the downside, involvement with Enron has dinged CIBC and TD Bank, and S&P has lowered Laurentian Bank’s rating
Share purchase tax credit program is part of the province’s tax strategy to stimulate business growth and investment
Two reports recommended hiving off the regulator’s adjudicative function
Software companies are helping firms meet IDA requirements to store all correspondence — including e-mail — for five years
Customizing less cumbersome reports for unitholders is slowly catching on with fund dealers and brokers
Pension management group says major reform is needed to bring DB pension plans “back from the brink”
Sue Dabarno takes Richardson Partners’ top job
The 15% credit will be killed sometime after March 2006, but the government has so far given no indication of exact time frame
The murky world of wrap-account performance will become clearer in 2006, thanks to new reporting standards announced by the CFA Institute, the body that oversees…
Some analysts say gold prices could hit more than US$500 within six months
Fund governance prosposals go out for yet another round of comments; BCSC voices its concerns
The company has ceased operations, assets are frozen, $100 million may be missing — and investors may be left in the lurch
Standard Life merges investment, life insurance networks
But Ottawa begins to send mixed signals as more companies consider switching to an income trust format
Former Assante head buys Canadian book
Marty Weinberg teams up with three prominent Winnipeg businessmen
The Ontario Securities Commission alleges trading irregularities; CNQ CEO says that has no relevance to the exchange
Berkshire move reflects evolution to full-service planner
The passport model of regulation, however, is falling into place, piece by piece
New CIBC executive team pledges to slash the fat
