Advisors should reconsider long-term debt in client portfolios
Qtrade can expand its fund selection; Meritas gets country-wide exposure for its SRI funds
Customized tools and specialized support are essential to developing a solid financial plan, advisors say (includes chart)
Fraudsters promise that funds can be withdrawn on a tax-free basis
Because currency movements are unpredictable, some investors see exchange rate moves as risks to be managed
Although the Laurentian Bank subsidiary was struggling five years ago, it has now built an investment loan portfolio worth $3 billion
Halifax’s iNova has gained a reputation for developing projects that protect the environment and serve the community
Ken McCord is betting that more investors will opt for ETFs managed by top pros
Exchange-traded funds are roaring ahead, as new innovations, such as actively managed ETFs and fund-of-funds products, expand the potential client base. Assets in Canadian ETFs hit $34.7 billion at the end of January, up by almost 60% from $21.9 billion a year earlier, according to figures from TMX Group Inc. The number of ETFs listed […]
Some companies are helping employees who want to volunteer for environmental causes