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News Testing
News Testing...more
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Site Maintenance
We are undergoing site maintenance this Thursday December 13, 2007 from 9:00 PM – 11:00 PM EST. You may experience temporary disruptions. We apologize for any inconvenience.
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Announcing the first AAT Progressive GIC!
We are excited to announce the arrival of the new AAT Return Generating GIC. The first of a family of AAT ...more
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Discontinuing the sale of the AAT Index-Linked GICs
Please be advised that Advisor’s Advantage Trust is discontinuing the sale of the Advisor’s Advantage Trust Index-Linked GICs effective May 1, 2007. This includes the S&P 500, G7 and S&P/TSX 60 Index-Linked GICs. AAT will continue to accept and process ...more
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Canada's Investment Counsellors Urge Provinces to Get Onside Federal Budget's Call for National Securities Regulator
CCNMatthews - March 20, 2007
TORONTO, ONTARIO - Canada's investment counsellors and portfolio managers are giving the new federal budget high marks for promoting the need for a single national securities' regulator. However, the Investment Counsel Association ...more
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Consider Deposit Insurance When Weighing RRSP Options
CDIC; February 12, 2007
OTTAWA, February 12, 2007 – As Canadian consumers enter the peak of RRSP season, the Canada Deposit Insurance Corporation (CDIC) reminds them that they may want to find out what CDIC deposit insurance protects in terms of retirement ...more
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Great News! AAT GIC Products will be offered through MRS
July 14, 2006
Advisor’s Advantage Trust (AAT) is pleased to announce that our Guaranteed Investment Certificates (GIC’s) are now available through
MRS.
Advisor’s Advantage Trust is a reliable provider of quality term investments to financial advisors. ...more
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Risk Management Top of Mind for Security-Conscious Canadians
June 14, 2006
The March 2006 Investor Economics Report identifies risk management as a key theme for Canadian households in the next decade. [1]
Research conducted by NorthStar Research Partners supports these findings, indicating that nearly ...more
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Newsbits
May 30, 2006
Did you know?
The average age of Canada's affluent (clients having investable assets over $1 million) is 58.
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Newsbits
May 25, 2006
The majority of investment assets held by Canadians are in the hands of people over 55 years old, and that generation of baby boomers is nearing retirement. The number of Canadians turning age 60 will increase annually for the next 20 years. ...more
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URGENT MESSAGE REGARDING COMMERCIAL DEPOSITS
AAT is in the process of reviewing its commercial deposit business
processes and must cease accepting all commercial business until such time
as it can provide Deposit Brokers with clear documentation requirements.
We are working around ...more
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Bank of Canada raises overnight rate target by 1/4 percentage point to 4 per cent
Bank of Canada; April 25, 2006
OTTAWA—The Bank of Canada today announced that it is raising its target for the overnight rate by one-quarter of one percentage point to 4 per cent. The operating band for the overnight rate is correspondingly increased, ...more
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Advisors too focused on the wealthy, study says
Advisor.ca
April 05, 2006 | Mark Brown
Advisors who are constantly aiming for that prized catch to boost their book of business are fishing in the wrong pond, a new study suggests. Forrester Research says advisors should look to the mainstream ...more
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Reminder:
Reminder: Provincial Health Cards in ON, MAN and PEI are NOT acceptable forms of personal identification and will be rejected with your application. For more information please refer to our document "Anti-Money
Laundering: Acceptable Forms Of Identification" ...more
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RBC poll: Saving for retirement top financial priority for Canadians
Canada NewsWire; January 9, 2006
TORONTO, Jan. 9 /CNW/ - For the first time since 1999, more Canadians are
recognizing saving for retirement as their number one financial priority. This
is a shift from previous years when Canadians said that keeping ...more
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Advisor’s Advantage Trust needs information to help serve you better!
At Advisor’s Advantage Trust, we pride ourselves in our ability to meet all of your sales and service needs. We continually strive to improve upon our service levels and as such, will be requesting some new information from you in the coming weeks. More specifically, ...more
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Retire 'Retirement' Say 87 Per Cent of Canadians 45 and Over
TORONTO, December 7, 2005 – BMO Financial Group today announced the preliminary findings of The BMO Retirement Trends Study, the most comprehensive survey on Canadian retirement compiled to date. The survey, conducted for BMO by Ipsos Reid, canvassed 5,325 ...more
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Young Female Investors Making Their Own Way, Says TD Waterhouse Poll
Canada NewsWire; November 21, 2005
TORONTO, Nov. 21 /CNW/ - Women between the ages of 25 and 35 are much
less likely either to have a financial plan or deal with a financial
professional, according to the national TD Waterhouse Female Investor Poll.
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Women Feel More Financially Secure, Play Larger Role in Savings and Investment
Canada NewsWire; October 13, 2005
TORONTO, Oct. 13 /CNW/ - A national TD Waterhouse poll conducted by TNS
Canadian Facts found women to be generally comfortable about their level of
savings and investment and confident in their abilities to manage ...more
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FCIDB - Client Information and Consent Form
Great News! Advisor's Advantage Trust (AAT) will start accepting the Federation of Canadian Independent Deposit Brokers (FCIDB) “Client Information and Consent form” as of October 3rd, 2005
Advisor's Advantage Trust is committed to providing quality ...more
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Canadian millionaires favour specialists over generalists
Investment Executive; September 26, 2005
Canadian millionaires seek out financial advisors that are well educated, highly qualified and experts in their field, according to recent research from Taddingstone Consulting Group.
The research suggests ...more
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Younger Canadians also seeking advice
Advisor.ca; August 12, 2005
Doug Watt
It's a demographic that is sometimes overlooked by advisors, but new research suggests it may be a mistake to ignore young Canadians. In fact, most Canadians who are going to use a financial advisor will do ...more
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Investment Terms and Conditions booklet
July 6, 2005
The complete Advisor’s Advantage Trust Investment Terms and Conditions are now available for download in booklet form. As part of the due diligence process when brokers are selling an Advisor’s Advantage Trust (AAT) product, they must provide ...more
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Canadians show strongest investing confidence since early 2004
WATERLOO, ON, June 29 /CNW/ - Canadians are showing more optimism about almost every area where they invest as they head into this summer, pushing investor sentiment to its highest level in more than a year, according to a recent national poll for Manulife ...more
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Rising rates, inflation could stifle market
Advisor.ca; June 23, 2005
Steve Lamb
The North American economy is likely to slow down, as a flattening yield curve indicates the current cycle is reaching maturity, according to Gavin Graham, vice president and director of investments, Guardian ...more
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