The Toronto-based firm is looking to open new offices and double its roster of advisors
Russell rolls out “core plus” strategyToronto-based Russell Investments Canada has launched Russell Core Plus Fixed Income Pool. It is designed to provide investors with greater diversification, higher potential returns and more access to foreign opportunities than a typical fixed-income fund, the company says. Advisor commissions for front-end sales are 0%-5%, or 1.5% for the low-load […]
Clients need to understand the tiers of Canada’s retirement income system and how they interact
Middle-income earners can practise saving techniques to build their registered plans
Boutique firm’s personalized attention to clients and strong rapport with advisors make it stand out, says CEO
OECD report finds hedge funds are no longer corporate bullies; their involvement can kick-start faltering companies
AGF expands fund-management teamJamie Horvat, Caterina Prato and Dan Rea have joined the fund-management team at Toronto-based AGF Funds Inc. Horvat has been assigned to AGF Canadian Resource Fund Ltd., AGF Global Resources Class and AGF Precious Metals Fund, which are co-managed by Bob Farquharson and Charles Oliver. Prato has been assigned to AGF Canadian […]
RBC rolls out new PPNsToronto-based RBC Capital Markets Inc. has launched two new series of principal protected notes. RBC Principal Protected Commodity-Linked Notes Series 12 gives investors access to a select group of commodities that includes crude oil, copper and wheat. RBC Principal Protected AgriNotes Series 1 allows access to a select group of agriculture […]
Given the recent strength of Canadian equity markets, your clients’ portfolios may have become a little unbalanced
Consider selling investments with accrued capital losses; look into pension income-splitting