Industry

Closing the loop on HNW clients

|| Take the Poll || Client Letter || Full Budget Speech || Summary of Measures || Economic, Fiscal Outlook || Financial Resolutions || Round two of Budget 2011 continues to tighten the vise on high-net-worth clients. In a repeat budget, at least as it concerns HNW clients, the government reaffirmed commitments to close tax-planning loopholes. […]

By Melissa Shin |June 6, 2011

5 min read

RBC GAM seeks new sub-advisor on EAFE pool

RBC Global Asset Management is seeking a new sub-advisor for its RBC Private EAFE Equity Pool. The current sub-advisor of the pool, Mondrian Investment Partners Limited, will continue in this capacity until a replacement is identified.

By Staff |June 6, 2011

1 min read

XTF launches convertible bond ETF

XTF Capital Corp. has launched the Canadian Convertible Liquid Universe ETF, Canada’s first Convertible Bond ETF. It will begin trading on the TSX on June 7. “The Convertible Bond XTF is unique to Canada,” said Barry Gordon, president and CEO of XTF Capital Corp. and its parent company, First Asset. “Our deep experience with convertible […]

By Staff |June 6, 2011

1 min read

MFDA issues reasons in matter of Chris McAuley

A hearing panel of the MFDA’s Central Regional Council has issued its reasons for decision in connection with the disciplinary hearing held in Toronto, Ontario on March 23, 2011 in the matter of Chris. M. McAuley. Read a copy of the Reasons for Decision.

By Staff |June 3, 2011

1 min read