Sentences with phrase «canadian financial wealth»

According to the Investment Funds Institute of Canada (IFIC), mutual funds represented 31 per cent of overall Canadian financial wealth as of 2015, so it is clear they still dominate the RRSP market.

Not exact matches

It is the first non-investment product for the Toronto - based digital wealth management firm, marking a further step into the banking realm as Canadians increasingly do their financial transactions online.

Evelyn Jacks is Founder and President of Knowledge Bureau, a national educational institute for the continuing professional development of tax and financial advisors and author of 52 books on the subject of tax preparation, planning and wealth management for Canadian families.

The 1999 Survey of Financial Security (SFS) was the first survey of the wealth of Canadians conducted since 1984 and it was the first one ever that attempted to estimate the EPP wealth.

Through comScore's Canadian Online Banking Insights report, financial services firms in Canada now have access to a wealth of competitive insights to help them understand the industry landscape and maximize the return on their digital investment.»

Morningstar Investment Conference MarketCounsel Summit The Evidence - Based Investing Conference Inside ETFs IMN Global Indexing and ETF Conference Harvard University Columbia University University of North Carolina G.A.M.E. Forum (Quinnipiac University) Stocktoberfest ETF Bootcamp Tiburon CEO Summit The Big Picture Conference Citywire Berlin Conference New York Society of Securities Analysts (NYSSA) The CFA Society of Chicago Thomson Reuters Online Financial Services Symposium Bloomberg News HQ The World Resource Investment Conference Agriculture 2.0 Conference ETF.com Global Macro Conference NYU Lindzonpalooza Financial Planners Association of Philadelphia / Tri-State CB Insights Future of Fintech CFA Institute: National Wealth Management Conference Bloomberg Equity Forum Twitter New York City HQ Colorado Financial Planners Association Canadian Investor Relations Institute Securities Traders Association of New York (STANY) MarketWatch: Defend Yourself TD Ameritrade National LINC Advisors Conference

The financial crisis of 1997 - 98 in Southeast Asia and South Korea, destroyed some of the wealth created in the booming years before and further undermined Canadian commercial interest in the region.

Today, millions of Canadians have been blessed with unprecedented wealth due in large part to one key financial asset: their homes.

Its affiliates include Adroit Investment Management, McLean & Partners Wealth Management and Canadian Western Financial.

Once Canadian - born actor Jonathan Hale became well known for his portrayal of well - to - do businessmen, he was fond of telling the story of how he'd almost been a man of wealth in real life — except for an improvident financial decision by his father.

When it comes to having conversations about transferring wealth, the poll also found many Canadians had not discussed it with their family or a financial advisor.

Like most financial innovations, this one originated south of the border, but Canadian start - ups including Wealthsimple, Nest Wealth and WealthBar are rolling out new online offerings this year.

It is the first non-investment product for the Toronto - based digital wealth management firm, marking a further step into the banking realm as Canadians increasingly do their financial transactions online.

«If you were able to bend the rules in the past, it ain't going to fly any more,» says Terry Ritchie, a cross-border financial expert with Cardinal Point Wealth Management Inc. and co-author of The Canadian Snowbird in America (an updated edition is expected this Spring).

CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketwealth management advisory services, with approximately $ 181 billion in assets as of October 31, 2017, its primary operating businesses are investment managers CI Investments Inc. and Sentry Investments Inc., advisory businesses Assante Wealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketWealth Management and Stonegate Private Counsel, Grant Samuel Funds Management of Australia, and First Asset Investment Management, a leader in providing actively managed exchange - traded funds to the Canadian marketplace.

As well, mutual funds make up 31 % of Canadians» financial wealth, according to The Investment Funds Institute of Canada.

The guide was produced by Canadian Real Estate Wealth Magazine, with the support of RE / MAX and Verico Financial Services.

One good example of this type of situation recently occurred with Manulife Financial, one of the blue chip stocks we cover in our Canadian Wealth Advisor newsletter.

Perhaps that was among the factors that led to the major news this past week that wealth management firm CI Financial Corporation announced that it is acquiring BBS Securities, parent to Canadian discount brokerage Virtual Brokers.

TD is the sixth largest bank in North America by branches and serves approximately 22 million customers in four key businesses operating in a number of locations in key financial centres around the globe: Canadian Personal and Commercial Banking, including TD Canada Trust and TD Auto Finance Canada; Wealth and Insurance, including TD Waterhouse, an investment in TD Ameritrade, and TD Insurance; U.S. Personal and Commercial Banking, including TD Bank, America's Most Convenient Bank, and TD Auto Finance U.S.; and Wholesale Banking, including TD Securities.

Financial expert Gordon Pape explains the new Tax - Free Savings Account (TFSA)-- the powerful new personal savings vehicle for Canadians — and provides a range of strategies that you can use to add thousands of tax - exempt dollars to your personal wealth.

Terry Ritchie, co-author of The Canadian Snowbird in America and a cross-border financial expert with Cardinal Point Wealth Management Inc., also recommends specialized currency exchange services provided by firms like Knightsbridge Foreign Exchange, Canadian Forex, Western Union Business Solutions and AFEX.

A lot of Canadians simply put their money into an RRSP and don't ask enough questions, said Chris Buttigieg, senior manager of wealth planning at BMO Financial Group.

Over the past year, the boutique has done significant work in natural resources, class actions, and general commercial, representing clients including Canadian Forest Products and Pacific Booker Minerals Inc., Capital One Financial Corp., Worldsource Wealth Management Inc., Cargill Inc., Imperial Tobacco Group PLC, and BC Lottery Corp..

Real Estate Investment Network - Edmonton (REIN) http://www.albertarein.com Contact: Don R. Campbell Telephone: [phone] or [phone] When: One Wednesday each month, 6:30 pm - 9:30 pm Where: Sutton Place Hotel, Edmonton, Alberta Real Estate Investment Network - Calgary (REIN) http://www.albertarein.com Contact: Don R. Campbell Telephone: [phone] When: One Tuesday each month, 6:30 pm - 9:30 pm Where: Coast Plaza Hotel, Calgary, Alberta Real Estate Investment Network - Ontario (REIN) http://www.ontariorein.com Contact: Don R. Campbell Telephone: [phone] When: One Tuesday each month, 7:00 pm - 10:00 pm Where: Renaissance Hotel Pearson Airport, Toronto, Ontario Canadian Real Estate Investment Group (CANREIG) http://www.canreig.com Contact: Dave Ravindra Telephone: [phone] When: 2nd Wednesday of each month, 7:00 pm Where: TBA (see website) Mississauga, ONT (GTA) Canadian Real Estate Investment Group (CANREIG) http://www.canreig.com Contact: Ahmed Ali Telephone: [phone] When: 4th Wednesday of each month, 6:30 pm Where: Southway Inn Hotel, 2431 Bank St., Ottawa, ONT Canadian Real Estate Investment Group (CANREIG) http://www.canreig.com Contact: Ahmed Ali Telephone: [phone] When: 3rd Wednesday of each month, 6:30 pm Where: Ruby Foo's Hotel, 7655 Boulevard Decarie, Montreal, QB Canadian Real Estate Investment Group (CANREIG) http://www.canreig.com Contact: Khom Wong Telephone: [phone] When: 4th Wednesday of each month, 6:30 pm Where: Fantasyland Hotel, Edmonton, AB Toronto Real Estate Investments Network Contact: Everest Emeagwara Telephone: [phone] or [phone] When: 2nd Monday of each month, 7:30 pm - 10:00 pm Where: West End at Swansea Community Centre, Toronto, Ontario Refocus Real Estate Investing - Edmonton Contact: Danny Perreault Telephone: [phone] When: 1st Thursday of each month, 7:00 pm Where: Moose Factory Restaurant, Downstairs south enterance, Edmonton, Alberta Ottawa Real Estate Investors Organization (OREIO) http://www.oreio.org Contact: OREIO President Telephone: [phone] When: 2nd Monday of each month, 6:45 pm Where: See website for current location, Ottawa, Ontario Real Estate Investors League Contact: Frank Nelson or Douglas Grant Telephone: [phone] When: Last Monday of the month, 7:00 pm Where: Call, location alternates between St. Clements and Waterloo, Ontario le Club d'investisseurs immobiliers du Quebec http://www.clubimmobilier.qc.ca Contact: Admin Telephone: [phone] When: 1st Tuesday of each month, 6:45 pm Where: 420 Sherbrooke W., Montreal, Quebec Midland Investment Group Contact: Ralph Kemp Telephone: [phone] When: 1st Tuesday of each month, 7:30 am Where: Unit 85 5263 Elliott Side Road RR # 1, Midland Ontario WIRE «Get Connected» Women Investing in Real Estate Contact: Cindy Girard Telephone: [phone] When: Last Wednesday of each month, 7:30 pm to 9:30 pm Where: Varies, Calgary, Alberta The Real Estate Investment Networking Group http://www.helpingeachother.ca Contact: Joan Hing King Telephone: [phone] When: 2nd Saturday of each month, 1:00 pm to 4:00 pm Where: Monte Carlo Inn, 374 S. Service Rd., Oakville, Ontario Edmonton Revenue Property Investors Association Contact: Les Michaelson Telephone: [phone] When: 2nd Tuesday of each month, 6:30 pm Where: 2nd floor, Rosie's Restaurant, 80 Ave. & 105 St., Edmonton Real Estate Action Group Contact: Holly Zhou Telephone: [phone] When: 1st Monday of each month, 6:30 pm Where: SFU Downtown Campus, Vancouver, BC Professional Real Estate Investment Group (PREIG) http://www.preigcanada.com Contact: Navtaj Chandhoke Telephone: [phone] When: 1st Monday of each month, 7:00 pm Where: Radisson Hotel East, Toronto, ON Private Investment Club (PIC) http://www.PrivateInvestmentClub.ca Contact: Sunil Tulsiani Telephone: [phone] When: Quarterly, 10:30 am to 4:00 pm Where: 1870 Matheson Blvd., Mississauga, ON Private Investment Club - Markham Chapter http://www.privateinvestmentclub.ca Contact: Dima Elsersawi Telephone: (888) 557 - CLUB (2582) ext. 709 When: 1st Sunday of each month, 1:00 pm Where: Holiday Inn, 7095 Woodbine Ave., Markham, ON Real Estate Investment Club of Ontario http://www.reico.ca Contact: Chris Nelson Telephone: [phone] When: see website, 7:00 pm Where: see website, various cities in Ontario Nanaimo Real Estate Investors Club http://www.nanaimorei.com Contact: Dan Morris Telephone: [phone] When: First Tuesday of each month, 7:00 pm Where: Beban Park, Room 8, Nanaimo, BC Canadian Real Estate Investors Group Contact: Tamara Didenko Telephone: [phone] When: Call for meeting dates, 7:00 pm to 10:00 pm Where: Call for location, Toronto, Ontario Canada Real Estate Investors Club http://www.canadareic.com Contact: Jarek Bucholc Telephone: [phone] When: Last Thursday of each month, 7:00 pm Where: Visit www.canadareic.com for location, Calgary, Alberta Okanagan Millionaire Real Estate Investors Club Contact: Roderick O'Keefe Telephone: [phone] When: 2nd Tuesday of each month, 7:00 pm to 8:30 pm Where: 5603 - 27th St., Vernon, British Columbia Moncton REIO http://www.monctonreio.ca Contact: David Barnett Telephone: [phone] When: 3rd Monday of each month, 7:00 pm Where: Sobeys beside the VIA Rail, Moncton, NB Wealth Investment Network - Calgary http://www.wingroup.ca Contact: Scott Weber Telephone: [phone] When: 3rd Wednesday of each month (except July & Aug.), 7:00 pm Where: Email for location, Calgary, Alberta Wealth Investment Network - Edmonton http://www.wingroup.ca Contact: Scott Weber Telephone: [phone] When: 3rd Thursday of each month (except July & Aug.), 7:00 pm Where: Email for location, Edmonton, Alberta Wealth Investment Network - Red Deer http://www.wingroup.ca Contact: Scott Weber Telephone: [phone] When: 3rd Tuesday of each month (except July & Aug.), 7:00 pm Where: Email for location, Red Deer, Alberta Canadian Financial Freedom Contact: Paolo Breda Telephone: [phone] When: 2nd Tuesday of each month, 7:30 pm Where: 4 John St., 2nd Floor, Toronto, ONT (York) Creative Real Estate Investors Group Contact: Jon Murray Telephone: [phone] When: 1st Monday of each month, 7:00 pm to 9:00 pm Where: TBA, email for invitation, Vancouver, British Columbia Canadian Wealth Builders Contact: Gord Lemon Telephone: [phone] When: 2nd Wednesday of each month, 7:00 pm Where: Radisson Hotel East, Toronto, Ontario Thornhill Wealth Forum http://www.thornhillwealthforum.com Contact: Azhar Laher Telephone: [phone] When: Last Saturday of each month, 1:30 pm to 4:00 pm Where: Bayview Golf & Country Club, Thornhill, Ontario Montreal Real Estate Gold Club http://www.realestategoldclub.ca/ Contact: Monica Bialski Telephone: [phone] Ext. 706 When: Sundays, check website: http://www.realestategoldclub.ca/meeting.php Where: Ruby Foo's Hotel, 7655 Decarie Blvd, Montreal, Quebec Halifax Real Estate Investors Club http://www.realestategoldclub.ca/ Contact: Dylan Sagar Telephone: [phone] When: Changes monthly, 7:00 pm Where: Royal LePage Office on Bayers Rd., Halifax, Nova Scotia KREN Contact: Jeff Telephone: [phone] When: Last Thursday of each month, 7:00 pm to 8:30 pm Where: Suite 345, 546 St. Paul St., Kamloops, British Columbia Real Estate Investors Halifax Contact: Richard Killeen - Payne Telephone: [phone] When: Last Wednesday of each month, 1900 - 2100 Where: Atlantic Superstore Community Room, Joseph Howe Dr., Halifax, Nova Scotia BC Real Estate Investment Club Contact: Tamara MacLaren Telephone: [phone] When: 3rd Monday of each month, 7:00 pm Where: 102 - 32544 George Ferguson Way, Abbotsford, BC World Wealth Builders Contact: Navtaj Chandhoke Telephone: [phone] When: Sundays, 2:00 pm to 5:00 pm Where: Yorkland Hotel, Toronto, ON Vancouver Equities & Real Estate Investment Club Contact: Simon Telephone: (604) 111 - 1234 When: Monthly, 6:00 pm Where: Vancouver, BC Kamloops Real Estate Investment Club (K.R.E.I.C.) Contact: Dave Dubeau Telephone: [phone] When: Last Thursday of each month, 7:00 pm to 9:00 pm Where: # 1B, 1445 McGill Rd., Kamloops, BC Durham Real Estate Investors Club http://www.DurhamREI.ca/

«Canada's housing market has billions in untapped equity and Futureshare is giving that wealth back to Canadians to help them reduce financial stress and live happier lives.