A career in financial services is probably the unlikeliest of gifts a boyfriend can get, but perhaps one of the greatest, as Angus Watt, managing director, individual investor services, Angus Watt Advisory Group, National Bank Financial, discovered.
The recent global recession thoroughly churned the financial world. The developed markets chased their tails in a downward spiral, while the emerging economies floated to the top.
In at the top, out at the bottom, the stock market is an expensive place to get to know yourself. J. Matthew Beckerleg, partner and portfolio manager at Pembroke Management Ltd., says investors should remove emotion from the process.
Having climbed the wall of worry in 2010, the North America equity market is looking at a promising year ahead where new opportunities abound. Several specific factors are expected to produce positive returns for equities, so stay the course, said Jeffery Tory, chairman GBC Asset Management and portfolio manager at Pembroke Management Limited. “It was […]
Liquidity flows into emerging markets as the receding economic tide continues to expose the financial system of the developed world. From a macro-economic perspective, the U.S. and Europe are beset by low growth relative to the rest of the global market, said Jeffery Urbina, principal of William Blair & Company, a Chicago-based investment firm. “In […]
Nineteen tales, two tellers and one tome. What I Have Learned So Far… And How It Can Help You illustrates how you can never count on life to unfold as expected. The collaborative work by Al Emid, a seasoned journalist and occasional Advisor.ca contributor, and Paul K. Bates, a financial services professional, is a tribute […]
Merger and acquisition activity in Canada has picked up in 2011, with a deal within the advisor services industry. Accretive 360 Inc., the parent company to Accretive Advisor, bought Advisor Impact Inc. of Toronto, the leading North American research boutique on the investor-advisor relationship. The acquisition marries the unique online matching tools of Accretive Advisor […]
Opinion continues to stream in on what’s come to be known as Proxygate, as more industry experts air their thoughts on the matter. Public censure may be harsh, but it presents an opportunity for the MFDA, says Sandra Kegie, executive director at the Federation of Mutual Fund Dealers. She believes cooperation could bring good results. […]
There has long existed a gap between philanthropy and any singular devotion to capital gains. But this uncharted space is fast being filled by the growing phenomenon of impact investing. At its heart, impact investing is a simple concept: mobilizing private capital for public good. It operates on the basic premise of solving social and […]
The Mutual Fund Dealers Association of Canada (MFDA) doesn’t have much to say about a British Columbia Securities Commission (BCSC) decision to censure the not-for-profit self-regulatory organization over how they solicit proxies.