Industry News

Briefly:

(May 30, 2007) Lakeview Asset Management has proposed fixed administration fees on several of its funds, promising more predictably costs for investors. The move would bring the firm in line with its corporate parent, CI Financial, which introduced fixed fees for mutual funds and investment pools at CI Investments Inc. and United Financial Corporation in […]

By Staff |May 30, 2007

3 min read

More pensions warming to SRI

The phenomenal growth of SRI assets in the pension world is creating a snowball effect, as traditional barriers collapse, according to Canadian pension experts. The Social Investment Organization reported earlier this year that SRI assets in Canada had ballooned to more than $500 billion as of June 30, 2006, up from just $38 billion in […]

By Doug Watt |May 30, 2007

3 min read

PH&N gets into advisor space with new low fee funds

One of Canada’s oldest investment firms is getting friendlier with advisors. Vancouver-based Phillips, Hager & North Investment Management Ltd. is offering new low-MER funds that investors can buy through their advisors. “We spent two years analyzing the market and working with advisors,” says John Montalbano, PH&N’s president, from his downtown Toronto office. “Those advisors were […]

By Bryan Borzykowski |May 30, 2007

4 min read

PH&N gets into advisor space with new low-fee funds

One of Canada’s oldest investment firms is getting friendlier with advisors. Vancouver-based Phillips, Hager & North Investment Management Ltd. is offering new low-MER funds that investors can buy through their advisors. “We spent two years analyzing the market and working with advisors,” says John Montalbano, PH&N’s president, from his downtown Toronto office. “Those advisors were […]

By Bryan Borzykowski |May 30, 2007

4 min read