Toronto-based ONE Financial Corp. has launched a new family of funds – the All-Weather Profit Family – that includes 10 mutual funds, six wrap portfolios and two protected portfolios. The 10 funds include regional and sector growth, global balanced and income-saving funds. The wrap portfolios are designed to target investor risk profiles ranging from conservative […]
Toronto-based BMO Investments Inc. (BMO) has announced it will no longer accept purchase orders for BMO Guardian European Fund Series T5 and BMO Guardian Global Infrastructure Fund Series T5, which will be terminated on March 28. The fund series are being terminated because they are too small to be economically viable to continue as Series […]
Toronto-based TD Asset Management Inc., portfolio manager for TD Mutual Funds, has made a portfolio advisor change for TD International Value Fund. As of March 12, TDAM will assume portfolio-management responsibilities for the fund, which previously were assigned to Toronto-based AllianceBernstein Canada Inc. The fund will be managed by Charles Edwardes-Ker, vice president and director […]
Advocis has moved to support new, stricter credentials and standards for those calling themselves "financial advisors"
After 25 years and several moves, Dean Bowe has an impressive client-retention record - some of his clients have been with him since Day 1. The key to maintaining that loyalty, he says, is to never lose focus on the client
Toronto-based Invesco Canada Ltd. has announced that Rex Chong, who had been on a six-month sabbatical, will not return and has resigned from his position. Anthony Imbesi, Alfred Samson and Gary Lew will continue to manage the fixed-income mandates for the company. All three portfolio managers had worked closely with Chong over the past 10 […]
The former CEO of Macquarie Private Wealth sees similarities and differences in his new gig with Gluskin Sheff
After years of caution, some major brokers are moving quickly to connect advisors with clients through social media
THANKS TO ADAM WOODWARD, senior vice president and investment advisor with Toronto-based Macquarie Private Wealth Inc. in Calgary, more than 960 kids and their parents were given the red-carpet treatment this past November. The Woodward Asset Management Annual Family Movie Day is an initiative that Woodward and his business partners – John Reyes and David […]
Toronto-based Dynamic Funds, managed by Toronto-based GCIC Ltd., has introduced Dynamic High Yield Credit Fund, which offers investors an active approach to investing in the high-yield debt market. This is the first Dynamic fund to be managed by the new GCIC debt team in Montreal, led by Marc-André Gaudreau, vice president and portfolio manager. The […]