Berkshire Securities Inc. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sat, 16 Nov 2019 19:51:37 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Berkshire Securities Inc. – Investment Executive https://www.investmentexecutive.com 32 32 Manulife formalizes independent model https://www.investmentexecutive.com/newspaper_/news-newspaper/news-46649/ Tue, 28 Oct 2008 14:50:00 +0000 https://www.investmentexecutive.com/uncategorized/news-46649/ The firm has taken several significant steps since formally merging with Berkshire this past summer

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]]> Berkshire reps cleared to pay commission rebates on Manulife funds https://www.investmentexecutive.com/news/from-the-regulators/berkshire-reps-cleared-to-pay-commission-rebates-on-manulife-funds/ Sun, 06 Jan 2008 19:25:00 +0000 https://www.investmentexecutive.com/uncategorized/berkshire-reps-cleared-to-pay-commission-rebates-on-manulife-funds/ Regulators have granted relief to Berkshire dealers recently acquired by Manulife Financial allowing reps to pay commission rebates to clients that switch into funds within the Manulife family, subject to certain conditions.The decision, reported in the OSC Bulletin, gives Berkshire Investment Group Inc. and Berkshire Securities Inc. relief from the part of the sales practices […]

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]]> Manulife to acquire Berkshire-TWC https://www.investmentexecutive.com/news/industry-news/manulife-to-acquire-berkshire-twc/ Tue, 26 Jun 2007 14:30:00 +0000 https://www.investmentexecutive.com/uncategorized/manulife-to-acquire-berkshire-twc/ Purchase will significantly expand Manulife wealth management business in Canada

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]]> Berkshire and Invis announce new suite of mortgage products https://www.investmentexecutive.com/news/products/berkshire-and-invis-announce-new-suite-of-mortgage-products/ Wed, 19 Jul 2006 19:30:00 +0000 https://www.investmentexecutive.com/uncategorized/berkshire-and-invis-announce-new-suite-of-mortgage-products/ Berkshire Securities Inc. and Berkshire Investment Group Inc. together with Invis, Canada’s largest mortgage brokerage, today announced the availability of a new suite of mortgage products for Berkshire clients and a mortgage referral program for Berkshire Advisors effective immediately.Through this joint partnership with Invis, Berkshire advisors can now offer their clients same day mortgage expertise, […]

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]]> Berkshire appoints new compliance officer https://www.investmentexecutive.com/news/people/berkshire-appoints-new-compliance-officer/ Fri, 07 Jul 2006 15:50:00 +0000 https://www.investmentexecutive.com/uncategorized/berkshire-appoints-new-compliance-officer/ Vallière’s mandate is to develop enhanced training programs, policies and procedures.

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]]> Many planners still lack formal designations — includes chart https://www.investmentexecutive.com/newspaper_/dealers-report-card/many-planners-still-lack-formal-designations-includes-chart-br/ Fri, 30 May 2003 18:50:00 +0000 https://www.investmentexecutive.com/uncategorized/many-planners-still-lack-formal-designations-includes-chart-br/ Almost half of planners surveyed do not hold a CFP, and even fewer are pursuing other qualifications

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]]> Small but independent https://www.investmentexecutive.com/newspaper_/brokerage-report-card/small-but-independent/ Tue, 29 Apr 2003 17:48:00 +0000 https://www.investmentexecutive.com/uncategorized/small-but-independent/ Brokers at smaller firms revel in their freedom and flexibility

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]]> Brokers shy away from U.S. research: includes chart https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokers-shy-away-from-u-s-research-includes-chart-br/ Mon, 28 Apr 2003 16:07:00 +0000 https://www.investmentexecutive.com/uncategorized/brokers-shy-away-from-u-s-research-includes-chart-br/ For first time in six years, Canadian research ranks higher as scandals in U.S. may have taken toll

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]]> Advisors would switch for money: includes chart https://www.investmentexecutive.com/newspaper_/brokerage-report-card/advisors-would-switch-for-money-includes-chart-br/ Mon, 28 Apr 2003 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/advisors-would-switch-for-money-includes-chart-br/ Canaccord grid is “tops,” but bank-owned firms’ payout structures come under fire

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]]> Public image a definite strength in a weak market https://www.investmentexecutive.com/newspaper_/brokerage-report-card/public-image-a-definite-strength-in-a-weak-market-br/ Mon, 28 Apr 2003 15:52:00 +0000 https://www.investmentexecutive.com/uncategorized/public-image-a-definite-strength-in-a-weak-market-br/ How do smaller firms catch clients’ attention when the larger firms are backed by brand-name banks?

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