Industry News

Briefly:

(September 13, 2006) Mackenzie Investments announced it will call a special meeting of investors, scheduled for November 6, to propose changes to the Mackenzie Universal Future Fund and the Mackenzie Universal Future Capital Class. The purpose of the meeting will be to consider a merger of the two funds and to consider investment objective changes […]

By Staff |September 13, 2006

3 min read

Doing more with less

Advisors looking to increase profitability in their practice need to look at refining their client base, according to one industry expert. Julie Littlechild, president of Toronto-based Advisor Impact, says devoting more attention to the client selection process will help advisors boost profits. Littlechild presented her report, entitled Practice Update: 2006 – Increasing Capacity: Doing More […]

By Al Emid |September 13, 2006

2 min read

Briefly:

(September 12, 2006) RBC Financial Group and Dundee Securities have joined forces on the first series of the Dundee AdvantagePlus Focused Commodity Notes. Available until October 13, the new notes offer high liquidity and access to six industrial and energy commodities, including crude oil, natural gas, aluminum, zinc, copper and nickel. Canadian dollar-denominated returns are […]

By Staff |September 12, 2006

3 min read

CSI introduces new strategic wealth designation

In an effort to help clients looking for life-long wealth management support, CSI has announced that it will offer a series of courses leading to the new Chartered Professional Strategic Wealth designation (“Ch.P. Strategic Wealth”). Candidates will be required to complete seven courses, including five mandatory ones: Strategic Wealth Transfer, Strategic Wealth Practice, Strategic Wealth […]

By Staff |September 12, 2006

2 min read