It sounds appealing, but set-up costs and fees are are high. And you have to have a bundle in your plan
Toronto-based Capital International Asset Management (Canada) Inc. has appointed Gordon Crawford, Mark Denning and Claudia Huntington as portfolio advisors for Global Discovery Fund. All three have more than 20 years of experience in the industry. Executive vice president Mark Tiffin says the fund will be subadvised by Capital Research Management, a part of the Capital […]
Vancouver-based Phillips Hager & North Investment Management Ltd. has added PH&N Canadian Income Fund to its product lineup. The fund comprises a mix of Canadian equities (39.5%) and income trusts (39.5%) with a small allocation of fixed-income securities, and is designed for investors seeking capital preservation, growth and steady income. “On the risk spectrum, the […]
Two new portfolio advisors have stepped in to manage three funds at TD Asset Management Inc. Vancouver-based Connor Clark & Lunn Investment Management Ltd. will take over management of TD Canadian Small-Cap Equity Fund, replacing TDAM. CC&L, which currently manages $18.2 billion for Canadian investors, uses top-down research with bottom-up security selection. “We have a […]
Franklin Templeton Investments Corp.’s shareholders have voted in favour of several fund mergers. Effective Oct. 21, 2005, Franklin U.S. Large Cap Growth Fund, Franklin U.S. Large Cap Growth Tax Class and Franklin Flex Cap Growth Fund have merged into Franklin Flex Cap Growth Corporate Class Fund. Franklin World Telecom Fund, Franklin World Telecom Tax Class […]
There is lots of hype about the health benefits of drinking wine, sparked by a series of medical reports that credit the ancient beverage with everything from reduced risk of coronary disease to cancer prevention. But, experts warn, this isn’t a licence for a drinking binge. In fact, wine is beneficial only in low doses, […]
Michael Lem of BMO Nesbitt Burns is following his own life plan by helping his clients reach their goals and dreams
Sentry Select Canadian Income Fund lead manager Sandy McIntyre sticks to his strategy
United Financial Corp. (formerly Assante Asset Management Ltd.) has announced that small-cap portfolio manager Peter Hodson has moved to CI Investments Inc. from Waterfall Investments Inc. The company says Hodson will continue to co-manage Institutional Managed Canadian Equity Pool and, effective Sept. 30, CI will replace Waterfall as the pool’s portfolio advisor.
Toronto-based Goodman & Co. Investment Counsel Ltd. has announced a major overhaul of a number of Dynamic mutual funds to reduce fees and eliminate overlapping investment strategies. “We’re leading the industry in performance and we have been gathering assets under management in excess of our industry share,” president and CEO David Goodman says in a […]