Industry

Decorative pattern

PFPs now eligible to write CFP exam

(February 3, 2003) In a widely anticipated move, the Institute of Canadian Bankers has announced an agreement with the Financial Planners Standards Council relating to the Certified Financial Planner designation. The FPSC has accredited the ICB’s Personal Financial Planner program as an approved course of study for the CFP exam. The change, posted on the […]

By Doug Watt |February 3, 2003

2 min read

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Vancouver hemp retailer

(February 3, 2003) The president of a hemp clothing company is angry with mutual fund company Ethical Funds over a recent advertising campaign he says is offensive to the environmental movement. Jerry Kroll of Hemptown Clothing in Vancouver is unhappy with a series of Ethical Funds print and billboard ads showing business professionals with the […]

By Doug Watt |February 3, 2003

2 min read

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Iraq only part of the story, say international fund managers

(January 31, 2003) Not a time for general rejoicing. That’s how Don Coxe, chair and chief strategist with Harris Investment Management in Chicago, described the current U.S. investment climate during a conference call earlier this week hosted by BMO Mutual Funds. Fund managers from North America, Europe and Asia offered their views on world equity […]

By Caroline Cakebread |January 31, 2003

3 min read

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High Income Clients Facing A Retirement Income Gap?

Untitled Document Personal Retirement Account strategy can bridge the retirement income gap with the leverage of life insurance Your higher income clients know as well as you do … earning more before retirement doesn’t guarantee adequate income after retirement. Even with RRSPs and other registered plans, they’ll have reached the maximum allowable contribution limits when […]

By Staff |January 31, 2003

2 min read

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Union economist blasts socially responsible investing

(January 30, 2003) Socially responsible investing is a contradiction in terms that tricks investors into feeling good about the capitalist system, says Canadian Auto Workers economist Jim Stanford. But Ethical Funds vice-president Bob Walker says SRI can make a difference, chiefly by providing access to company directors. “We will not overcome the elite by picking […]

By Toby Heaps |January 30, 2003

2 min read

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Bankers set to rejoin CFP fold, insiders say

(January 30, 2003) After a five-year absence, the Institute of Canadian Bankers is ready to again join forces with the Financial Planners Standards Council and start supporting the Certified Financial Planner designation, sources say. The ICB and FPSC have not yet confirmed the move, but an announcement from the ICB is expected early next week. […]

By Doug Watt |January 30, 2003

3 min read

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Securities regulators move forward on harmonization project

(January 30, 2003) Canada’s securities regulators today released a concept paper fleshing out the details of an ambitious plan to harmonize and streamline the country’s securities laws. The Uniform Securities Legislation project includes a national registration system for advisors and a provision to delegate national decision-making to a single regulator. Under the proposal, dozens of […]

By Doug Watt |January 30, 2003

3 min read

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CSA chair calls for review of SRO system

(January 29, 2003) Canada’s self-regulatory organizations would benefit from a structure that encourages competition, says Doug Hyndman, chair of the Canadian Securities Administrators. Hyndman says he’s concerned that SROs are becoming monopolies, leaving dealers no choice as to what organization they work with. Hyndman was the keynote speaker today at a Toronto conference sponsored by […]

By Doug Watt |January 29, 2003

3 min read

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OSC creates separate investment funds branch

(January 29, 2003) The Ontario Securities Commission is consolidating two staff groups working on investment funds policy into a new branch and putting them under a new director. Susan Silma is the new director of the Investment Funds Branch at the OSC. A lawyer with an MBA, Silma was general counsel for Working Ventures, which […]

By Scot Blythe |January 29, 2003

2 min read

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Investors paying closer attention to fund fees,

(January 28, 2003) As markets continue to underperform, investors are paying more attention to mutual fund fees, according to Maclean’s annual ranking of Canadian mutual funds. Some of those fees are on the rise, the survey indicates. According to Morningstar Canada, who conducted the survey for Maclean’s, management expense ratios (MERs) have been increasing for […]

By Doug Watt |January 28, 2003

3 min read

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