Home Clare O’Hara

<b>Mackenzie fund gets new subadvisor</b>

  • November 15, 2010 October 30, 2019
  • 11:54

Vancouver-based Qtrade Financial Group has been busy implementing a major rebranding strategy and announcing a number of new product launches this autumn following the merger of Vancouver-based subsidiary Qtrade Fund Management Inc. with Kitchener, Ont.-based Meritas Financial Inc. earlier this year, which led to the creation of OceanRock Investments Inc.“Traditionally, in a lot of situations […]

  • November 15, 2010 May 31, 2019
  • 11:54

Executives and professionals often don’t have sufficient long-term disability coverage to replace their income

  • November 1, 2010 October 30, 2019
  • 15:25

New income fund from CI Investments

  • November 1, 2010 October 30, 2019
  • 15:25

As president of Daystar, Ken Rousselle is hoping to boost education for advisors and better integrate the MGA’s branch network

  • November 1, 2010 May 31, 2019
  • 12:14

Advisor profiles

  • October 29, 2010 November 5, 2019
  • 15:21

Helping seniors and their families navigate the challenges of later-life transitions has remained a passion of Bev Evans since she entered the financial services industry 23 years ago.“I think my practice is a natural evolution of my holistic approach,” says Evans, an investment advisor with Richardson GMP Ltd. in Mississauga, Ont. “I have always seen […]

  • October 29, 2010 November 5, 2019
  • 14:19

Portfolio mergers at HSBC

  • October 18, 2010 October 30, 2019
  • 12:43

TIGER 21

  • October 18, 2010 May 31, 2019
  • 10:28

Aiming at ultra-wealthy

  • October 18, 2010 May 31, 2019
  • 10:28