Funds to close August 12
Third consecutive year in no. 1 spot
New option added to Dialogue Wealth Management program
Samson joins fixed income team
Canadian balanced, dividend and income trust funds top best-seller list. That may change as interest rates rise
Executives at quebec City-based Industrial Alliance Insurance and Financial Services Inc. have added another building block to the geographically diversified wealth-management business it has been building over the past five years.In a deal announced March 3, the firm’s wholly owned subsidiary, Industrial Alliance Securities Inc., acquired the business of Toronto-based full-service securities broker KingsGate Securities […]
When a client and an insurer settle a dispute for unpaid disability benefits, the amount paid to cover past benefits will be taxable, the Supreme Court of Canada has decided.Advisors can now guide disabled clients who are embroiled in disputes with their insurers, knowing how insurance litigation settlements will be taxed. Advisors should tell clients […]
In the month or so since the federal budget proposed removing the 30% foreign-content restrictions on Canadian pensions and registered plans, some companies have moved quickly to adapt to the expected new environment. In these cases, companies have eliminated or absorbed the higher management fees that clones charge, or have started to dismantle the clones’ […]
TD, RBC, BMO dominated fund sales during RRSP season
New fund offers protection as interest rates rise