by admin | Nov 29, 2016 | Blog, Regulatory
Before a conventional mutual fund manufacturer can sell securities to investors, it must prepare several documents and file them with the appropriate securities regulator. One of those documents is the simplified prospectus. What is a conventional mutual fund? A...
by ext | Nov 22, 2016 | Blog, Careers
One of the most popular career choices in financial services today is that of financial advisor. A financial advisor plays a crucial role in helping investors achieve their goals such as saving for retirement, funding their children’s education, or buying a...
by ext | Nov 15, 2016 | Blog
Like most industries, the insurance industry has a language all its own, and industry-specific acronyms are a big part of that special language. They can give us a quick, simple way to communicate with other people in the industry – as long as you know what all the...
by ext | Nov 8, 2016 | Blog, Careers
According to a report authored by the Conference Board of Canada, the financial services industry accounts for 780,000 jobs or 6.8% of Canada’s gross domestic product (GDP). While Toronto is Canada’s largest financial hub, there are employment...
by ext | Oct 25, 2016 | Blog, Careers, Industry Insights
Featured student: Ella Arsenault IFSE course: Officers’, Partners’, and Directors’ Course (OPD) As the financial services industry places increasing emphasis on corporate governance and compliance, the Officers’, Partners’, and Directors’ Course...
by ext | Oct 18, 2016 | Blog
Mutual fund managers typically use one of two investment strategies: top-down or bottom-up. Top-down The top-down approach begins by looking at macroeconomic data and trends (e.g., inflation, interest rates and economic growth) to determine the regions, as well as the...
