CI’s current bid to purchase DundeeWealth has been rebuked but this hasn’t curbed speculation by analysts about how the two industry players would integrate their different sets of star managers and networks of advisors. Hypothetically, if Dundee and CI merged, it would become the second largest fund company after IGM Financial and would manage around $84 billion in mutual fund assets. In... 

While many dealers and advisors have chosen to go back to their roots, with town-hall meetings, seminars and more face-to-face meetings, to establish their expertise status, there are a few individuals and companies choosing to forge the unknown road. Over two years ago, Hosein Ansary chose to launch a magazine aimed at the Iranian community. As a Montreal-based financial advisor and chartered... 

Aggressive strategies are not always detrimental when constructing an investment portfolio. The problem is most investors are unsure of what it means to have an aggressive investment strategy. How does this investment style impact returns and when should an aggressive investment strategy be adopted? Moreover, if you are an aggressive (or conservative) advisor, how can this impact the advice you... 

The next time you are shopping in the area, drop by and see me. Imagine if this is how a client or broker attempted to initiate a business relationship with you? Lynne Triffon, CFP, R.F.P., vice-president and senior financial planner at T.E. Wealth, doesn’t have to imagine. It was the late 1980s and Triffon had just joined a fee-only financial planning firm (R.M. Paterson); at that time...