Leveraged loans are risky, but that hasn’t stopped insurance advisors from touting them, with most positioning them as the ultimate living benefit of a death benefit product.
A settlement hearing in the matter of Investia Financial Services Inc. was held in Toronto, Ontario before a hearing panel of the MFDA's Central Regional Council.
A settlement hearing in the matter of FundEX Investments Inc. was held in Toronto, Ontario before a hearing panel of the MFDA's Central Regional Council.
The need for an improved cash flow in retirement is leading to record number of reverse mortgages in Canada, according to a HomEquity Bank study.
B2B Trust and Canada Life have signed an agreement giving a preferred interest rate on RRSP loans for the purchase of eligible Canada Life segregated fund policies.
B2B Trust and AGF Investments have signed an agreement under which B2B Trust will offer preferred rates on all investment loans to Canadian investors who purchase eligible AGF mutual funds through licensed financial advisors.
Two investors have filed a motion for authorization to bring a class action suit against Desjardins Financial Security. Prior to the financial crisis of 2008, Jean-Paul Dupuis and Francis Tremblay bought Strategic Index Plus (SIP) and Tactical Index Plus (TIP) term investments from DFS. These capital-guaranteed products have a maturity of five to eight years. […]
Soaring debt levels in advanced economies, overheating emerging markets and strict capital controls are among the global economic and financial challenges faced by financial planners, according to Thomas Hockin, executive director, International Monetary Fund, speaking at the CIFPs 9th Annual National Conference-2011, in Ottawa. “We’ve had 22 financial crises since 1945; financial crisis is the […]
B2B Trust has signed an agreement with Sentry Investments for the distribution of investment and RRSP loans, with B2B Trust offering preferred rates to Canadian investors buying Sentry mutual funds.
It's no secret that leveraged investing is risky, but that doesn't mean advisors across the country have stopped employing the strategy.