With a focused approach to giving, clients can measure their impact and feel connected to their causes
IBrix funds to close in March 2019
Investment manager Allianz Global Investors is acting as subadvisor
New funds invest in preferred shares and corporate bonds
Preferred pricing program expands to cover more funds
Millennials are more than twice as likely as boomers to feel that leaving a legacy is important
The funds will be converted to open-end mutual funds
Advocis calls on Alberta government to require that all financial advisors become members of a professional governing organization and adhere to a common code of ethical conduct
Vic Fedeli, Ontario finance minister, will be keynote speaker at the Celebration of the Profession Dinner in Toronto
FPSC president and CEO recognized as an innovative leader