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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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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.
...more
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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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Wealthy Canadians want more from their financial advisors
Investment Executive; June 2, 2004
By IE Staff
Canadian millionaires are not fully satisfied with the advice and services offered by the financial services industry according to a research report from Toronto-based Taddingstone Consulting Group.
The ...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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Survey finds mixed feelings toward dealers
Advisor.ca; August 13, 2004
Steve Lamb
While the banks have been making huge strides into the financial planning market, there are signs that bank-based advisors may not be any happier than their colleagues in the broader industry, according ...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.
...more
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RRSPs Gaining Ground
Canada Newswrire; Jan. 4, 2005
A new survey from RBC Financial Group shows the
average intended registered retirement savings plan (RRSPs) contribution for
the 2004 taxation year ($5,560) is up from last year and almost double what it
was 12 years ...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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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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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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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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OSC Set to Release Structural Review
Advisor.ca; August 11, 2004
Doug Watt
The Ontario Securities Commission will release a long-awaited report next week on the regulator's overlapping role as policy-maker, investigator and adjudicator of the province's securities industry.
Last ...more
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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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Newsbits
May 30, 2006
Did you know?
The average age of Canada's affluent (clients having investable assets over $1 million) is 58.
...more
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News Testing
News Testing...more
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New announcements
Advisor’s Advantage Trust; November 15, 2004
At Advisor’s Advantage Trust we are aware that as a deposit broker you have a choice. We know that a major influence on that choice is the service you receive. As a provider of guaranteed investment certificates, ...more
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Modest growth for Canada's economy as strong Canadian dollar dents growth, says RBC Economics
Canada NewsWire; March 22, 2005
TORONTO, March 22 /CNW/ - After growing by 2.8 per cent last year, the Canadian economy is expected to grow by 2.7 per cent in 2005 and expand by 3.2 per cent in 2006, according to the latest economic forecast from RBC
Financial ...more
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Millionaire clients seeking fresh advice
Advisor.ca; June 11, 2004
Geoff Kirbyson
Financial professionals shouldn't have to look far to find millionaire prospects, a new survey from Taddingstone Consulting Group suggests. The Toronto-based firm says nearly 25,000 Canadian millionaires ...more
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Looking for safety? Just buy GICs
National Post; May 18, 2004
Jonathan Chevreau
This article provides a summary of Jim Yih's book Seven Strategies to Guarantee Your Investments. According to Yih, GICs and fixed income complement non-guaranteed investments like stocks and mutual ...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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Investing for the Short Term
By Anne Papmehl
Forum Magazine; April 2004; pages 31-34
A new car, a holiday in France, or a down payment on your first house.
These are all occasions that need a short-term investment plan. While
financial advisors may be used to exhorting ...more
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Interest rates set to climb, says BMO
Investment Executive; September 1, 2004
James Langton
After studying the economic indicators that the Bank of Canada follows, Bank of Montreal says interest rates are almost certainly heading higher.
“With the economic recovery shifting ...more
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Important News from Advisor’s Advantage Trust
Sept. 20, 2004.
Advisor’s Advantage Trust will be implementing new procedures to comply with OSFI Guidelines for Deposit-taking Institutions. Starting the week of Sept. 7th, you were sent an ...more
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