Robert Duncan name senior vice president, institutional strategy
The fund allows accredited investors only to purchase units for self-directed registered accounts
BCU advisors gain access to the Raymond James wealth-management platform
Chorus II Corporate Class Portfolio will be merged with Chorus II Trust Fund Portfolio
With RESPs, clients can take advantage of the Canada Education Savings Grant
The web-based tool aims to eliminate cost and complexity for introducing brokers and portfolio managers
Closed-end funds would be reorganized as open-end mutual funds
Since 1993, more than 80 real estate companies have completed an IPO on TSX and TSXV
U.S. firm specializes in mortgage- and asset-backed securities in the institutional investor market
When Peter Letkeman, formerly a professor of chemistry at Brandon University, lost his sight, he remained positive. He took steps to become a financial advisor and turned former colleagues into clients