Fidelity Investments Canada has announced the expansion of its Private Investment Program, adding two tactical asset allocation private pools and U.S. dollar options to the program, which is aimed at wealthy investors.
A bearish global outlook may have reined in market sentiment, but it could not tame the trot of outperforming advisors who grew their revenues by 34%—from $581,686 in June 2010 to $781,960 in June 2011—according to a new report by Toronto-based PriceMetrix.
Macquarie Private Wealth has announced it has hit a milestone of 200 advisors, spread across 12 offices between Victoria and Montreal. The firm entered the Canadian market in 2009 with the acquisition of Blackmont Capital.
James Richardson & Sons, Limited has upped its stake in GMP Capital Inc., revealing it has bought just over 1 million common shares on the open market since February 7, 2011.
As the shops fill and the messages of merriment and good cheer are sent out, what better time to think of the less fortunate than during this season of giving? In this series Anne Brayley, vice-president, professional advisory services at the Toronto Community Foundation, speaks to experts in the field of philanthropy.
Divorce, death of family members, serious health issues and aging parents are tough family situations you need to be prepared to discuss with clients.
With more than 200 ETFs in Canada, are these choices helping or harming investors?
Managing editor Melissa Shin reports live from the the Calgary CFA Society's 2011 Wealth Management Conference from Tuesday, September 21 to Wednesday, September 22.
Real estate can do more than keep the rain off your client. It can form a solid foundation in an income portfolio, shelter your client from inflation, and smooth volatility.
Scotia Asset Management has announced portfolio advisor changes for its Scotia Private U.S. Mid Cap Value Pool and Scotia Private Canadian Mid Cap Pool.