Industry News

Providing the complete tool box

For advisors JoAnne Anderson and Stephen Koury, putting clients at the centre of their practice seemed the obvious way to go as they moved to a fee-based model. The business partners spoke on the subject at last week’s Advocis conference in Victoria. The Mississauga, Ont.-based advisors — former Advisor of the Year winners who joined […]

By Heidi Staseson |June 20, 2006

4 min read

Morgan hands off Templeton Growth

One of Canada’s oldest and most recognized global equity funds is about to get a new portfolio manager, as George Morgan has announced his departure from the helm of the Templeton Growth Fund. Morgan has been lead manager of the fund since 2000 and says he is leaving for personal reasons. Management of the fund […]

By Steven Lamb |June 20, 2006

2 min read

Make way for the working retiree

People nearing retirement are in for busy times, but it won't just be making exotic travel plans or sinking holes-in-one. Instead, some will be re-entering the workplace, either full-time or part-time, and even reclaiming their old offices.

By Heidi Staseson |June 19, 2006

3 min read

McMillan appointed Advocis chair

Roger McMillan has been elected as the new chair of Advocis, replacing Gary McLeod. The appointment was confirmed at the advisor association’s annual general meeting in Victoria last week, described by Advocis president Steve Howard as “relatively straightforward” compared to past AGMs. McMillan, an Advocis member since 1972, runs Toronto-based McMillan Financial, which specializes in […]

By Doug Watt |June 19, 2006

2 min read