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Outlook for Canadian equities, dividend-paying stocks
Jason Gibbs, portfolio manager for the Dynamic Dividend Fund, discusses Canadian equity valuations, European government debt concerns and his fund's investment in several Canadian banks. He spoke with Michael Ryval, a freelance writer and the long-time writer of Sector Watch in Investment Executive, at the TMX Broadcast Centre in Toronto. (Part 1 of 2)
Duration: 8 min 02
- March 10, 2010 3:45 PM EST
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How to tell your story to potential clients
Duration: 3 min 13
Simon Reilly, a business coach and founder of Leading Advisor Inc., talks about the 10-second elevator speech and how advisors can develop a parable to engage prospects. He spoke at the Independent Financial Brokers Summit in Toronto on May 26.
Part 2: Avoiding two pitfalls for powers of attorney
Duration: 4 min 32
Arthur Fish, a partner at the law firm Borden Ladner Gervais LP, describes two common difficult circumstances from which advisors can extricate themselves professionally. He spoke at the Independent Brokers Summit in Mississauga, Ont on May 27. (Part 2 of 2)
Part 1: What you need to know about powers of attorney
Duration: 7 min 29
Arthur Fish, a partner at the law firm Borden Ladner Gervais LP, describes powers of attorney for property and personal care in Ontario, a fiduciary’s role and how to put the basics for advising the mentally incapacitated into your practice. He spoke at the Independent Brokers Summit in...
Speciality insurance slots in where many providers will not
Duration: 4 min 45
Michael Taylor, director of brokerage for Hunter Corquodale Inc., describes the products that the firm distributes, its market and underwriting process. He spoke at the Independent Financial Brokers Summit in Mississauga, Ont.
Money laundering schemes and how to stop them
Duration: 3 min 58
Frank Palmay, chair of the corporate and insurance group at the law firm Lang Michener LLP in Toronto describes money laundering schemes and how financial firms can make themselves compliant of new anti-laundering and terrorist rules set by the Financial Transactions Reports Analysis Centre of...
FINTRAC to levy administrative fines on non-compliant firms
Duration: 6 min 23
Frank Palmay, chair of the corporate and insurance group at the law firm Lang Michener LLP in Toronto describes new administrative monetary penalties to be imposed on dealers and advisors by the Financial Transactions Reports Analysis Centre of Canada, a watchdog for money laundering and...
The Dealers wow the crowd at Bay Street Rocks
Duration: 3 min 37
Mal Spooner, president and CEO of Mavrix Fund Management Inc., performs with his rock band the Dealers at their annual charity event, Bay Street Rocks for Kids 2009, on May 13 in Toronto. The event raised $23,000 for the Canadian Centre for Abuse Awareness.
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Report card shows several insurance support models
Duration: 3 min 30
Byren Innes, senior vice president and a director at NewLink Group Inc., discusses the results of the 2009 Brokerage Report Card, insurance support for advisors and the rise in segregated fund sales. He spoke at the TSX media centre in Toronto.
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