Industry

Global Maxfin buys Octagon Capital

Global Maxfin Capital Inc. has announced the acquisition of Octagon Capital Corporation’s retail full-service investment dealer. The deal is expected to close before the end of January. “This deal is just part of Global’s efforts to grow the firm both organically and through acquisitions,” says Sam Bouji, president and CEO of Global. “We believe growth […]

By Steven Lamb |January 19, 2010

2 min read

Briefly:

McLean Budden has launched Canada’s first UCITS (Undertakings for Collective Investment in Transferable Securities) fund family to be based in Dublin, Ireland. The UCITS structure is recognized and regulated in more than 100 countries worldwide — allowing investors in those countries to invest in McLean Budden’s mandates. “We have actively managed assets on behalf of […]

By Staff |January 18, 2010

3 min read

Retirement math still fuzzy

Most Canadians feel they will have enough income to cover their necessities in retirement, according to a poll conducted for RBC, but for most, a “dream retirement” seems out of reach. Ninety percent of respondents said they are financially prepared for a fairly routine lifestyle after they exit the workforce, while 25% said they will […]

By Jody White |January 18, 2010

3 min read

Step-by-step branding

Careers are like scaffolding, erected over time, and effective career management requires a balance of strategy and action. You may be a mutual fund specialist in a bank who ultimately wants to be a designated financial advisor, a junior member in a small practice working towards your planner designation, or know only that you want […]

By Kendra Reddy |January 18, 2010

6 min read