Industry

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Cartier saga continues in Talvest Town Hall

(October 24, 2003) The rumours continue to fly in the Talvest Town Hall concerning the purchase of Cartier Financial Partners. While there is no hard news on who may be buying Cartier, the consensus in the forum seems to be Power Financial. Now speculation has turned to setting a price on Cartier. “Cartier [Capital L.P.] […]

By Steven Lamb |October 24, 2003

3 min read

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R.F.P. association set for inaugural conference

(October 23, 2003) It’s been a fairly low-profile first year of existence for The Institute of Advanced Financial Planners (IAFP), the industry association for advisors holding the R.F.P. designation. After focusing on building the association and signing up members, the IAFP will show a more public face next week with its first ever conference in […]

By Doug Watt |October 23, 2003

2 min read

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RRSP contributions sagged in 2002

(October 23, 2003) Canadians are not taking full advantage of the tax savings offered by investing in an RRSP, according to a report from StatsCan. The number of Canadians who contributed to their RRSP dropped by 4% to 5,991,440 last year, but the drop in the amount they invested was even more significant. Total contributions […]

By Steven Lamb |October 23, 2003

3 min read

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Regulatory reckoning: Dealing with a

(October 22, 2003) It’s been a heady time for proponents of securities regulation reform, with several major projects due by the end of the year. Yesterday, Advisor.ca tackled the wise persons committee and the uniform securities legislation project, with help from four industry leaders. Today, we conclude our series with a look at two other […]

By Doug Watt |October 22, 2003

4 min read

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AIMR: Analysts want better financial reports

(October 22, 2003) Public companies need to improve the quality of their financial disclosure, according to a survey of fund portfolio managers and equity analysts by the Association for Investment Management and Research (AIMR). “Despite the fact we are in an era of increased regulation and greater scrutiny of the financial reporting that public companies […]

By Steven Lamb |October 22, 2003

2 min read

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Omissions can cost you and your client, says tax expert

(October 21, 2003) Sometimes overlooking the slightest detail can carry huge consequences, not only for your client, but for yourself. This is especially true in the designation of beneficiaries for RRSPs and RRIFs, warns Jamie Golombek, vice-president of tax and estate planning at AIM Trimark Investments. “This is something that we as advisors take for […]

By Steven Lamb |October 21, 2003

3 min read

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Regulatory reckoning: Dealing with a

(October 21, 2003) Imagine standing on the beach while a tidal wave comes in. That’s how some are describing this fall’s unprecedented number of proposed improvements to the country’s securities regulation system, including the Wise Persons’ Committee and Uniform Securities Legislation. In this special two-part feature, Advisor.ca takes a closer look at four of the […]

By Doug Watt |October 21, 2003

4 min read

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Briefly:

(October 24, 2003) Federal Finance Minister John Manley has announced the appointment of Charlottetown lawyer Ronald J. Keefe to the board of directors of the Bank of Canada. “I am confident that Mr. Keefe will serve the Bank of Canada effectively,” Manley stated. “He brings impeccable credentials and a wealth of experience to his new […]

By Staff |October 20, 2003

4 min read

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Online calculator helps investors get back on track

(October 20, 2003) With stock markets recovering, many investors will be breathing a sigh of relief as they open their latest quarterly statements to find positive returns in their mutual fund portfolios. But how long will it take to recoup the heavy losses of the past few years? The Investor Education Fund attempts to answer […]

By Doug Watt |October 20, 2003

2 min read

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TD’s Drake sees Canada surviving

(October 20, 2003) Despite the challenges posed by outbreaks of disease, the blackout and the soaring dollar, the Canadian economy is in pretty good shape, according to Peter Drake, vice-president and deputy chief economist at TD Bank Financial Group. Drake admits the economy has been hit with some “bad luck” — with the combined effect […]

By Steven Lamb |October 20, 2003

3 min read

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