Toronto firm will retain its management team, brand and identity
The new ETFs and mutual funds offer options to invest with broad geographic diversification
As regulators increase their focus on elderly clients, financial services firms of all descriptions are working diligently to provide products, services and staff training suited to help advisors take care of the needs of their aging clients
Seasoned securities lawyer Paul Bourque has taken the helm at IFIC during a turbulent period of regulatory change and rising competitive pressures
A new firm fights for room in a hot marketplace
Gaelen Morphet's style is very much in line with Sentry's brand of investment management
The funds were developed for conservative clients and pre-retirees who seek relatively high returns but with lower risks
Canadian large-cap equity managers did not capture gains in gold and energy stocks, as they were underweight in the sectors
Net redemptions of mutual funds are easing off
Senior clients may be vulnerable to exploitation by family members, friends and strangers. While investment industry groups are finding ways to identify and prevent financial abuse of elders, you can do your part to help protect your clients