Leverage

B2B Trust inks deal with AGF Investments Fallback Image Decorative pattern

Industry

B2B Trust inks deal with AGF Investments

B2B Trust and AGF Investments have signed an agreement under which B2B Trust will offer preferred rates on all investment loans to Canadian investors who purchase eligible AGF mutual funds through licensed financial advisors.

By Staff |September 7, 2011

1 min read

Class action filed against Desjardins Fallback Image Decorative pattern

Industry

Class action filed against Desjardins

Two investors have filed a motion for authorization to bring a class action suit against Desjardins Financial Security. Prior to the financial crisis of 2008, Jean-Paul Dupuis and Francis Tremblay bought Strategic Index Plus (SIP) and Tactical Index Plus (TIP) term investments from DFS. These capital-guaranteed products have a maturity of five to eight years. […]

By Fabrice Tremblay |June 17, 2011

2 min read

Five forces affecting your client’s portfolio Fallback Image Decorative pattern

Economic Indicators

Five forces affecting your client’s portfolio

Soaring debt levels in advanced economies, overheating emerging markets and strict capital controls are among the global economic and financial challenges faced by financial planners, according to Thomas Hockin, executive director, International Monetary Fund, speaking at the CIFPs 9th Annual National Conference-2011, in Ottawa. “We’ve had 22 financial crises since 1945; financial crisis is the […]

By Vikram Barhat |June 8, 2011

3 min read

B2B Trust signs deal with Sentry Investments Fallback Image Decorative pattern

Industry

B2B Trust signs deal with Sentry Investments

B2B Trust has signed an agreement with Sentry Investments for the distribution of investment and RRSP loans, with B2B Trust offering preferred rates to Canadian investors buying Sentry mutual funds.

By Staff |December 15, 2010

1 min read