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Clients lack knowledge

Most Canadians in the dark about foreign content and taxes

Profit survey: Good news in Q3 results

Deposit-taking institutions and life insurers led the charge in what was a very positive quarter for the sector as a whole

OBSI to place greater pressure on firms

The dispute-resolution ombudsman will be adopting a variety of changes in an effort to bring cases to a close more quickly

The LinkedIn “how to” carrot

Offering social media training to competitors is paying off for National Bank

Manulife buys firm

Kuala Lumpur, Malaysia-based Manulife Holdings Berhard (MHB), owned by Toronto-based Manulife Financial Corp., intends to purchase 100% of its subsidiary, MAAKL Mutual Bhd. The deal…

Jemekk acquired

Front Street Capital Inc. has entered an agreement to purchase Jemekk Capital Management Inc. (Both firms are based in Toronto.) Jemekk is a private asset-management…

TMX’s ETP portal

Toronto-based TMX Group Ltd. now offers a new web portal for exchange-traded products (ETP), available at www.TMXmoney.com. This web page allows viewers to search through…

WCM honours three

Women in Capital Markets honoured three executives in November. Martine Irman, vice chairwoman of TD Securities Inc., and Eric Tripp, president of BMO Capital Markets…

NBDB targets HNW

Montreal-based National Bank Direct Brokerage (NBDB), a wholly owned subsidiary of National Bank of Canada, now offers high net-worth individuals two new trading platforms, Advantage…

Techar COO at BMO

Frank Techar was appointed chief operating officer of Bank of Montreal (BMO) on Nov. 1. In his previous position, he was president and CEO of…

New CEO at Scotiabank

Brian Porter assumed his roles as president and CEO of Toronto-based Bank of Nova Scotia on Nov. 1. He was appointed president in November 2012…

Leroux joins ICA

Monique Leroux, current chairwoman of the board and president and CEO of Lévis, Que,-based Desjardins Group, has been elected to the board of directors for…

Inglis goes to AIMA

The new year will bring a new CEO to the Alternative Investment Management Association, based in London, U.K. Jack Inglis will be taking the position…

Successfully catering to MDs

MD Physician Services not only has a well-to-do niche clientele, but a compensation model that ensures financial advisors focus on what's important

MPW focusing in on expansion

Will business model help firm grow in the crowded HNW space?

Crowdfunding proposals spur debate

The financial services sector, investor advocates and those supportive of crowdfunding have a variety of concerns

New accounting standards don’t fit

Canadian insurers are not happy with the proposed changes

Fixed-income ETFs lose their lustre

But equities-based ETFs gain ground as investor confidence in recovery grows

Survey: Clients prefer fee choices

Research by Invesco is finding that many investors are fine with embedded fees

Uncovering the exceptional

Ian Soutar, winner of the Morningstar Canadian Investment Award for Career Achievement, avoids the well-trodden path

  • By: Jade Hemeon
  • November 29, 2013 October 30, 2019
  • 00:00

Ruling could open floodgates

Judges are willing to entertain cases for matters that extend beyond Canada’s borders if investors here suffer losses

As debt rises, so does risk aversion

After a period of falling debt, Canadians are on a worrisome path of rising debt and low-return investing

  • By: Paul Brent
  • November 12, 2013 October 30, 2019
  • 17:36

New WCM head aims to “move the dial”

Jennifer Reynolds is driven to see more women stay in the financial services industry and get senior-level roles

News Briefs

The Investment Industry Regulatory Organization of Canada’s new glossary of financial certifications is now available online.

Active management proving its worth

For the first time since 2007, active investment managers have beaten the benchmark index for a full year straight