Industry

Charm wealthy prospects

You’ve heard about a successful person who could be a great prospect. You attend a party and see her across the room. This is your big opportunity. Now what?

By Bryce Sanders |August 20, 2012

3 min read

The trouble with term insurance

Term insurance is a favourite of both insurance advisors and the buying public. It’s simple and reasonably inexpensive. But here's the downside.

By Helena Smeenk Pritchard |August 20, 2012

2 min read

How to name your hedge fund

Having trouble coming up with your company or fund name? If you’re looking for some suggestions, why not try out the hedge fund name generator (yes, it’s a real tool). It spits out random three-word combinations, which end with terms such as capital, partners, trust, and associates, among others. And some of them aren’t bad; […]

August 17, 2012

1 min read

Fleeced investors launch class-action against BMO

From 1999 to April 2002, Salim Damji—who claimed to have invented a new teeth-whitening product for Colgate—defrauded investors out of approximately $77 million. And he used BMO accounts to deposit and transfer the stolen funds. It’s alleged the bank knowingly assisted Damji; according to the Ontario Superior Court’s decision documents, it was aware the funds […]

August 17, 2012

1 min read