“Strong pipeline of opportunities,” lead manager says
Any Canadian mutual fund provider that signs up with Aequitas PTF Connect will be able to offer PTFs to clients when the service goes live in Q1 2016
New offering for private wealth clients unveiled
PTFs, which target investors who work with fee-based advisors, have much lower costs than Series F funds
New PTFs will be sold to investors who have discretionary or non-discretionary accounts with fee-based advisors
No changes made to funds’ investment objectives
New name and investment objective for income fund
Two are first of their kind in Canada
Rob Mikalachki joined the firm as a small-cap investment analyst in 1999
Three new ETFs focus on corporate fundamentals