Investment Solutions

Secure AI feature inside Maximizer CRM helps advisors work smarter, save time, and strengthen client relationships in a market where those who don’t adapt risk being left behind. VANCOUVER, BC–With Canada facing a historic $1-trillion intergenerational wealth transfer, financial advisors are under increasing pressure from regulation, fee compression, and client …

EDMONTON, AB–CWB Wealth Management Ltd., the manager of the CWB Onyx Conservative Solution, the CWB Onyx Balanced Solution, the CWB Onyx Growth Solution, the CWB Onyx Diversified Income Fund, the CWB Onyx Canadian Equity Fund, the CWB Onyx North American Equity Fund, and the CWB Onyx Global Equity Fund (collectively, …

Value Creation Plan outlines path for driving sustained value for all stakeholders, and illustrates Dye & Durham’s track record of capital allocation TORONTO, ON–Dye & Durham Limited announced the release of a detailed presentation to shareholders that outlines Dye & Durham’s ‘Value Creation Plan’, to continue driving sustainable long term …

VANCOUVER, BC,–The Merchant Opportunities Fund, a Vancouver-based private credit fund focused on investing in specialty finance portfolios, is proud to announce that it has been awarded the prestigious 2024 Canadian Hedge Fund Award for Best 3-Year Return in the Private Debt category. This award underscores the Fund’s commitment to delivering …

SAINT JOHN, NB–In recognition of Investor Education Month in October and Financial Literacy Month in November, the Canadian Securities Administrators (CSA) is encouraging all Canadians to prioritize their financial well-being and verify their sources of investment information. “In our rapidly evolving financial landscape, it is easier than ever to reach …

VANCOUVER, BC–Younger adults and those who experience the fear of missing out (FOMO) are more likely to think social media is a good place to find investment opportunities, according to new research from the British Columbia Securities Commission (BCSC). In addition, many younger adults and people who have FOMO say …

TORONTO, ON–Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., says Marwan Kubursi has expanded his area of responsibility and been named Managing Director and Head of Technology in addition to his role as Head of HealthCare. Kubursi will oversee the firm’s efforts assisting …

TORONTO, ON–The Canadian Securities Administrators (CSA) published a relief order that provides registrants with an additional six months to comply with the conflicts of interest provisions in the Client Focused Reforms. Registrants will now have until June 30, 2021 to implement these changes. The CSA also published a second relief …

VANCOUVER, BC–Canadian securities regulators announced today that they will ban two types of commissions that are embedded in some mutual fund purchases. Canadian Securities Administrators (CSA) Staff Notice 81-332, Next Steps on Proposals to Prohibit Certain Investment Fund Embedded Commissions explains that the participating provinces and territories expect to publish …

Novacap first private equity firm in Canada to launch fund dedicated to financial services MONTREAL, QC–Novacap, one of Canada’s leading private equity firms, announced the introduction of a new sector fund and its first closing. Novacap Financial Services I gathered initial commitments of C$260 million, a strong start toward its …