Mutual funds

IA Clarington launches three mutual funds Fallback Image Decorative pattern

Industry

IA Clarington launches three mutual funds

IA Clarington Investments has launched three new investment solutions, to be managed by portfolio manager David Taylor of Taylor Asset Management. Taylor will manage the IA Clarington Focused Canadian Equity Class, and will partner with Dan Bastasic to manage the IA Clarington Focused Balanced Fund and IA Clarington Focused Balanced Class. A core equity fund, […]

By Staff |June 8, 2012

1 min read

CI Investments merges 19 mutual funds Fallback Image Decorative pattern

Industry

CI Investments merges 19 mutual funds

CI Investments plans to integrate its Castlerock Investments mutual funds into the CI family of funds. These and other changes will enhance the efficiency of its overall lineup. Current changes include: The mergers will be effective on September 10, 2012, pending security holder and regulatory approvals. “We’re merging 19 funds to reduce duplication between the […]

By Staff |May 28, 2012

1 min read

Fidelity builds out HNW offering Fallback Image Decorative pattern

Industry

Fidelity builds out HNW offering

Fidelity Investments Canada has launched three new investment solutions, including one fixed income fund and two new additions to its Fidelity also announced two additions to its high net worth-focused Private Investment Program.

By Staff |May 9, 2012

2 min read

IFIC seeks changes to FATCA Fallback Image Decorative pattern

Industry

IFIC seeks changes to FATCA

The Investment Funds Institute of Canada has asked the U.S. Department of Treasury and Internal Revenue Service for changes to the proposed Foreign Account Tax Compliance Act (FATCA).

By Staff |May 4, 2012

2 min read