Industry News

Briefly: “Invesco Institute announces ‘Building Better Portfolios'” and more news

An Invesco continuing education session is coming to a city near you this fall. Running from Sept. 14 to Nov. 4, the “Building Better Portfolios” live sessions will extend across Canada. The sessions will focus on the following: Honing the art of “storyselling”: Techniques to help advisors engage their clients. Portfolio management: Invesco Trimark portfolio […]

By Staff |September 9, 2010

3 min read

Market takes rate hike in its stride

It’s the one we’d been holding our collective breath for. Close on the heels of its July announcement, the Bank of Canada (BoC) raised its benchmark policy rate a second time this summer, to 1%, but most Canadians are treating it as par for the course. Experts in the financial industry assure that despite a […]

By Vikram Barhat |September 8, 2010

3 min read

Briefly: “NexGen shakes up executive ranks” and more news

NexGen Financial has named Laurie Munro, currently the company’s president, as chief executive officer, succeeding Jim Hunter, who assumes the role of non-executive chairman. Hunter replaced Geoff Matus in that role. Matus had served as chairman since it was founded in 2006, and now takes on the role of vice-chairman. “I am delighted that Laurie […]

By Staff |September 8, 2010

3 min read

Faceoff: Alternative Investments

Participants: Marilyn Trentos, vice president & investment advisor, RBC Dominion Securities. Nicolas Del Sorbo, senior vice president & senior investment advisor, HSBC Securities (Canada) Inc. Moderated by: Vikram Barhat How has the recession impacted alternative investments? Marilyn Trentos: I think the recession and, more importantly, the meltdown in the markets it caused, has impacted all […]

By Vikram Barhat |September 7, 2010

4 min read