Industry News

RESP the cornerstone of education funding

(August 10, 2004) Back-to-school season is rapidly approaching and while parents may be looking forward to having the kids out of the house, many are sending their kids off to college or university for the first time — and facing the bills. Fortunately for those with an astute financial advisor, the next four years of […]

By Steven Lamb |August 10, 2004

4 min read

Briefly:

(August 13, 2004) Dundee Wealth Management says its integration of Cartier Partners Financial Group is moving ahead according to plan. In a statement today announcing the firm’s quarterly earnings, Dundee said it had completed the licensing transfer of all Cartier advisors and merged similar operating entities The Toronto-based firm has also integrated the operations of […]

By Staff |August 9, 2004

5 min read

Advisor’s Edge hits home with closer look at mortgage, cottage issues

(August 9, 2004) In such a competitive industry, today’s financial advisor needs to offer added value to their client, even in fields which they have not traditionally been active. “Our cover story for August is entitled ‘Prime choice,'” says Deanne Gage, managing editor of Advisor’s Edge. “It looks at mortgages and whether fixed rates are […]

By Steven Lamb |August 9, 2004

2 min read

Conditions right for new corporate bonds

(August 6, 2004) Corporate Canada could be set to unleash a flurry of new bond issues over the next six to 12 months, with several economic factors supporting such a move, according to a report from Standard & Poor’s Ratings Services. “The sustained recovery in the North American economy and a building global economic recovery […]

By Steven Lamb |August 6, 2004

2 min read