Volunteering as a way of life
ScotiaMcLeod's Glen Way has managed to combine his love of sports with the sustained commitment to helping children in need. "It's an excuse for me…
ScotiaMcLeod's Glen Way has managed to combine his love of sports with the sustained commitment to helping children in need. "It's an excuse for me…
Brian Culbert, an advisor with CIBC Wood Gundy, has raised hundreds of thousands of dollars for children's health around the world. The money helps to…
Advisor Konrad Kopacz is the director of marketing for a Toronto-based charity that helps children in shelters. He spends several hours a week looking for…
Jonathan Lewis, a financial advisor with Eastport Financial in Halifax, says that life events have helped him appreciate how difficult lack of resources can be…
Advisor Debbie Mealia has come up with an innovative way for mentally and physically disabled adults in the Vancouver area to support themselves
Paul Williamson is known as "Mr. Double-up" because of his knack for doubling fundraising goals. Last autumn, he won the Queen Elizabeth II Diamond Jubilee…
Hal Spelliscy, a portfolio manager with Raymond James in Kelowna, B.C., has been volunteering and raising money for causes related to ALS for 23 years,…
Charity starts at home for Andrea Kladar, who developed a love of animals while growing up on a farm
Jim Mignault, an advisor with Investors Group, turned the early loss of his cousin to diabetes into a spark that ignited a lifelong desire to…
With the launch of Live@99, Will Prinzen, a financial advisor in Ingersoll, Ont., is helping musicians who struggle to live by their craft. Prinzen also…
THANKS TO ADAM WOODWARD, senior vice president and investment advisor with Toronto-based Macquarie Private Wealth Inc. in Calgary, more than 960 kids and their parents…
Jeffrey Brumer, an advisor in Montreal, decided many years ago that it was important to share the warmth of personal interaction with young people. Brumer…
Advisor John Gowans and his wife, Carol, have been visiting Haiti annually since the devastating 2010 earthquake. "You get more out of it than you…
The federal privacy commissioner has cautioned insurance companies: Obtain proper consent before checking credit scores
Improved performance by both global equities and real estate increased returns for Canadian defined-benefit (DB) pension plans in 2012. And although experts are reluctant to…
But not all news from recent RRSP surveys is good. Many retirees are vulnerable, while working clients are under financial stress
Canadians are taking advantage of low rates to make big purchases
The former CEO of Macquarie Private Wealth sees similarities and differences in his new gig with Gluskin Sheff
Fewer transactions but more billion-dollar deals means mergers and acquisitions for 2012 surpassed the value of those in the previous year
Moody's downgrade of the big banks reflects global factors
After years of caution, some major brokers are moving quickly to connect advisors with clients through social media
But Canadian life insurers say they can meet the challenges
As insurance becomes an increasingly popular method for clients to fund their eventual funerals, policy-makers in some provinces are re-evaluating the rules associated with the…
Overall, 77% of clients say their advisors add value beyond market performance - much higher than last year's figure of 59%
British report says our 250-year run of economic growth has come to an end, and that the Western way of life faces collapse in the…
National Bank president honoured
Earl Bederman to become vice chairman, North America, with Asset International Inc. after the acquisition
The creation of a new registration category has been scrapped. New rules will be put in place to restrict the activities of EMDs
If clients have a good understanding of the investment risks they are taking, they won't worry so much about their portfolios
Deal bolsters Qtrade's competitive position vis-à-vis Credential
"Name and shame" strategy has failed to move companies
Fund companies report sizable boosts in sales volumes
Canadian and U.S. housing markets moving in opposite directions
Stocks of small- and mid-cap companies are rising faster than the large-caps, a clear sign that better times are on the way
Consider this long-term strategy, which delivers great returns
Growing middle classes in emerging markets and barriers to entry are good omens for the purveyors of guns and guilty pleasures
More and more forecasts say government bonds should start producing positive real returns soon. That means the prices of existing bonds will tumble
Toronto-based Invesco Canada Ltd. has announced that Rex Chong, who had been on a six-month sabbatical, will not return and has resigned from his position.…
Success rate drops sharply if real returns decline
Performance slump is linked to sector concentration
Fund portfolio managers are cautious for 2013, saying it could be a year of transition
Fund firm is showing healthy growth at a time when many of its competitors are struggling to expand
Toronto-based Dynamic Funds, managed by Toronto-based GCIC Ltd., has introduced Dynamic High Yield Credit Fund, which offers investors an active approach to investing in the…
Toronto-based Fidelity Investments Canada ULC has launched a new mutual fund for Canadian investors seeking U.S. investment exposure. Fidelity U.S. All-Cap Fund targets investment opportunities…
Toronto-based CI Investments Inc. has named Brandon Snow, principal and portfolio manager with Cambridge Advisors (the business brand name of CI Global Investments Inc.), as…
Geoff Kirbyson
Labour unions and Opposition MPs say the board is too close to the industry
The B.C. Liberals' pursuit of new casinos to generate cash looks like a losing bid
In 2006, Stephen Harper promised an independent budget officer. Once in office, he appointed a candidate who turned out to be too independent for Tory…
Editorial
