Industry News

Majority grades budget “C” or worse

Fifty-seven percent of the Canadian business community gave the budget a grade of “C” or worse, according to an Ernst & Young survey.

By Staff |March 27, 2013

2 min read

BMO launches new ETFs

BMO today introduced seven Exchange Traded Funds (ETFs). The new equity and fixed-income ETFs will allow investors to adjust the risk/return characteristics of their portfolio, as well as adapt their portfolio to changing market conditions. “These additions to our ETF lineup can help investors construct their portfolios more effectively,” says Kevin Gopaul, chief investment officer […]

By Staff |March 27, 2013

2 min read

Whoops! Beware DIY account transfer costs

An advisor I was speaking to recently told me a story about bringing on a new client. It was a small account and as a friendly gesture the advisor agreed to cover the costs of bringing over assets from an online brokerage account.

By Staff |March 27, 2013

2 min read

Budget boosts charitable tax credits, LSVCCs phase out

When it comes to charitable contributions, the Budget proposed some positive changes.

By Suzanne Sharma |March 27, 2013

3 min read