Industry

Advisor Forum update: Critical tips on selling critical illness insurance

Planned giving requires advice Financial planning for big-ticket buying Quebec advisors share keys to success Critical future? (from the April 2003 edition of Advisor’s Edge) Ensuring your insurance expertise: A living benefits toolkit for advisors Then, it’s as simple as asking your clients some open-ended questions. For example, Franco recommends asking business owners if their […]

By Deanne N. Gage |November 10, 2003

2 min read

Industry

Venture capital activity lagging behind 2002

(November 10, 2003) While 2003 has seen strong returns on the stock markets, the year is not likely to top 2002 for the venture capital industry. According to the Canadian Venture Capital Association (CVCA), investment capital rose to $361 million in the third quarter of 2003, up from $238 million disbursed in Q2. This level […]

By Steven Lamb |November 10, 2003

2 min read

Industry

Underwriting surges in third quarter

(November 7, 2003) The third quarter of this year was the strongest for equity markets financings in the past four years, according to the IDA’s Review of Equity New Issues and Trading. Underwriting surged 35% from the second quarter, reaching a value of $12.7 billion. The resource sector continued to dominate common equity financing, making […]

By Steven Lamb |November 7, 2003

1 min read

Industry

Fund companies begin disclosing trading policies

(November 7, 2003) Canada’s mutual fund companies are responding to a call from the country’s largest securities regulator for information on their trading policies. The move comes in the wake of a fund industry scandal south of the border, where a number of major companies have been accused of late trading and market timing abuses. […]

By Doug Watt |November 7, 2003

3 min read