Still, some experts say regional opportunities and low valuations present some compelling investment opportunities
Professional Investment Holding Group pairs its advisors with small accounting firms
New manager for Emissary portfolioNBF Emissary Turnkey Solution LP, a subsidiary of National Bank Financial Ltd., has named Cleveland, Ohio-based Allegiant Asset Management Co. the new manager of Emissary U.S. Growth Fund. Allegiant manages US$28 billion across a broad range of investment mandates. Allegiant replaces Northstar Capital Management, which had managed the fund since its […]
When clarence bick goes to conferences these days, something interesting happens. “Suddenly, I’m like a pretty girl at a party,” he says. “Everyone is hitting on me.” As president of independent dealership Bick Financial Security Corp. in Ancaster, Ont., Bick is getting used to fielding questions from interested suitors — namely, large investment firms looking […]
Portfolio management changes at CIToronto-based CI Investments Inc. has appointed new portfolio managers to several of its funds, replacing Toronto-based Sionna Investment Managers Inc. Effective immediately, James Lawson and David Picton of Synergy Asset Management will be lead managers of CI Canadian Small/Mid-Cap Fund. Eric Bushell, who manages CI’s Signature Advisors portfolio-management group, has been […]
Advisors will shortly hear details of how fully their services will be integrated with Assante; some fear loss of independence
Purchase of Calgary’s Generation Financial gives Australia’s PIH Group profitable distribution, quality advisors
Scotiabank pushes forth on strategy with James McPhedran as new head of private client group
Mackenzie to merge four equity pools Toronto-based Mackenzie Financial Corp. is planning to merge four equity pools into one pooled wrap program, Symmetry Equity Class. The creation of a single equity pool will simplify the investment process and reporting, and result in clearer investment statements, Mackenzie says. The pools to be merged are Symmetry Canadian […]