Canada’s financial capital also has great potential to rise in the standings because it’s home to many incubators, accelerators and educational institutions
Here are the biggest risks that your clients need to consider in the year ahead, according to the ASC
Unitholders will receive $9.88 a unit on or before Jan. 23, which includes an allocation of approximately $1.80 of taxable capital gains from the fund
“Wealthsimple Black” will provide clients with $100,000 or more invested in the service with a lower management fee and access to tax-efficient funds and tax-loss harvesting
Investors who have consolidated assets of $100,000 in particular series of Quadrus Group of Funds will be eligible for a management fee rebate applied to the purchase of additional units
The move to will include management fee reductions and would protect investors against an increase in future management expense ratios, the firm states in its announcement
A new simplified pricing model will see a reduction in fees for 51 mutual funds as well as Scotia Selected Portfolios, Scotia Partners Portfolios and Scotia Aria Portfolios
AlphaDelta Canadian Focused Equity Class, previously AlphaDelta Canadian Prosperity Class, has a new investment objective and risk rating in addition to its new name
Dennis Tew and Matthew Williams are the new heads of national sales and institutional and client service, respectively
The advisor was also fined $15,000 for showing remorse for his actions by entering into the settlement agreement and immediately paying off the fine and costs