Product launch

Shaunessy Investment Counsel teams with Wealthsimple

Shaunessy Investment Counsel Inc. (SIC) is making its multi-asset global portfolio accessible to the public through Wealthsimple for Advisors. SIC’s portfolio was previously available only to four First Nation trusts and 23 families. “Through Wealthsimple, Canadian investors can now access SIC’s ETF portfolios that are structured to achieve long-term growth, and yet limit risk, in […]

By Staff |August 22, 2017

1 min read

Industry

Toronto’s PlanPlus merging with Australian risk profiling firm

As of August 1, 2017, Toronto's PlanPlus and Sydney, Australia's FinaMetrica will merge and become PlanPlus Global

By Staff |August 8, 2017

1 min read

Industry

Echelon Wealth and BLG structure new trust

Find out more

By Staff |August 8, 2017

1 min read

Industry

Capstone AM launching real estate pool

Capstone Asset Management is launching a non-traditional equity fund

By Staff |August 4, 2017

1 min read

CI Investments launches floating-rate income pool, makes fund changes

CI Investments Inc. has launched the Signature Floating-Rate Income Pool. Read: Low-rate strategies for fixed income The pool invests in a conservative, actively managed global portfolio of floating-rate bonds and leveraged loans, as well as shorter-term, high-yield, investment-grade bonds, which are less sensitive to changes in interest rates compared to other fixed income securities. The […]

By Staff |July 17, 2017

1 min read

Manulife expands accelerated underwriting for life insurance

As of July, 29, 2017, Manulife will offer accelerated underwriting for the following life insurance products for clients aged 18 to 45 and coverage amounts up to $1 million: Read: Why you need to help millennials understand life insurance With accelerated underwriting, clients can expect: Also read: New seg fund rules could reduce taxes for […]

By Staff |July 12, 2017

1 min read

First Asset launches ETF, National Bank makes fund changes

First Asset Investment Management has launched First Asset U.S. TrendLeaders Index ETF, which begins trading today on the Toronto Stock Exchange under the ticker symbol SID. Read: How an ETF is born The ETF is designed to replicate, to the extent possible, the performance of the CIBC U.S. TrendLeaders Index, net of expenses. Fund changes […]

By Staff |July 5, 2017

1 min read

Sun Life to launch retirement product in 2018

Sun Life plans to launch what it calls “a next-generation target date solution” for group savings plan members in Canada. Available in 2018, the retirement product will be a first for the Canadian market, the firm says in a release. Read: Sun Life Financial expands mental health plan Members will choose a retirement income target, […]

By Staff |July 5, 2017

1 min read

Product launch

Shaunessy Investment Counsel teams with Wealthsimple

Toronto’s PlanPlus merging with Australian risk profiling firm

Echelon Wealth and BLG structure new trust

Capstone AM launching real estate pool

Invesco Canada launches pool for accredited investors

CI Investments launches floating-rate income pool, makes fund changes

Manulife expands accelerated underwriting for life insurance

Bridgehouse AM releases investments program with Morningstar

First Asset launches ETF, National Bank makes fund changes

Sun Life to launch retirement product in 2018