Questrade Wealth Management Inc. of Toronto has agreed to make a voluntary payment of $2.9 million to settle allegations that it failed to identify and respond to conflict of interest when it sold eight of it’s ETFs to Toronto-based Wisdom Tree Asset Management Inc. in July 2017, the Ontario Securities Commission (OSC) announced Tuesday. To… Read more »
Author: Tammy Irvine
TFSA annual contribution limit rises to $6,000
The Canadian government has indicated that the annual contribution limit for TFSAs will be raised to $6,000 for 2019, up from $5,500 this year. To read the complete newsletter click here
VPI Canadian Balanced Pool Newsletter – October 2018
October 2018 VPI Canadian Balanced Pool – Balanced Growth To read the complete newsletter click here
VPI Foreign Equity Pool Newsletter – September 2018
September 2018 VPI Foreign Equity Pool – Growth and Protect To read the complete newsletter click here
VPI Canadian Equity Pool Newsletter – September 2018
September 2018 VPI Canadian Equity Pool – Growth Through Business Ownership To read the complete newsletter click here
Value Partners Investments among Canada’s Fastest-Growing Firms – Again
Value Partners Investments has once again landed a spot on PROFIT magazine’s prestigious list of the fastest-growing companies in Canada. To read the article click here.
Family meetings emerging as a new facet of financial planning
We take a very holistic approach and have a documentation system for our clients to assist with organizing their estate affairs similar to the concepts outlined in this article. To read more about family meetings and ideas to support your financial/estate planning needs click here.
Working with an advisor helps focus spending, saving balance
Balancing current spending with long-term saving goals is easier with a financial advisor according to a new survey. American financial services firm Northwest Mutual’s survey by Harris Poll asked adults in the general population about their financial goals and how working with a financial advisor can help. To read an update on the budget click here.
Bank of Canada raises benchmark interest rate to 1.5%
The Bank of Canada has decided to raise it’s benchmark interest rate to 1.5% noting trade tensions. To read an update on the budget click here.
Bank Owned Royal Mutual Funds reprimanded for violating sales practice rule
An Ontario Securities Commission (OSC) hearing panel has approved a settlement with Toronto-based Royal Mutual Funds Inc., in which the mutual fund dealer will pay more than $1 million to settle allegations that it contravened the mutual fund sales practices rule by paying reps higher commissions to sell its proprietary funds, the OSC announced on… Read more »