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INVESTMENT EXECUTIVE
NEWS
April 2020
COMPANY INDEX
This index lists the page on which there is
a significant reference to a company or organization mentioned in stories or columns.
Stay up to date on Covid-19
How can you keep your clients from panicking and making bad financial decisions during this challenging pandemic? We have the latest news and updates to keep you informed. Plus: Insights and advice to help you keep your clients focused and your team motivated. Go to investmentexecutive.com/covid-19
WHAT’S INSIDE
HIGHLIGHTS OF THIS MONTH’S INVESTMENT EXECUTIVE
www.investmentexecutive.com
While momentum was a factor, seg fund families that had the best investment performance in 2019 focused on high-quality equities.
Accord Financial Corp..................................14 AGF Management Ltd..................................14 Bain & Co. Inc..................................................10 Bank of Montreal ............................................ 8 Bank of Nova Scotia ..................................... 12 BMO Trust Co..................................................19 Brookfield Asset Management Inc. ......... 12 Canaccord Genuity Group Inc. ..................14 Canada Life Assurance Co. ......................... 11 Canada Revenue Agency ............................. 4 Canadian Imperial
Bank of Commerce...................................8, 12 Canadian Securities Administrators........ 6 Canadian Western Bank .............................. 12 CI Financial Corp............................................14 CI Investments Inc. ....................................... 19 Co-operators General Insurance Co........12 Co-operators Life Insurance Co. ............... 11 DBRS Morningstar Inc. ...................... 6, 8, 12 Echelon Financial Holdings Inc.................14 ECN Capital Corp...........................................12 Element Fleet Management Corp. ........... 12 E-L Financial Corp. Ltd. ............................... 12 Ellements Financial Group.........................20 Empire Life Insurance Co............................. 11 Equitable Group Inc. ..................................... 12 Equitable Life
Insurance Co. of Canada .............................. 11 Fairfax Financial Holdings Ltd................... 12 FAX Capital Corp...........................................10 First National Financial Corp.....................14 Genworth MI Canada Inc.............................12 GMP Capital Inc..............................................14 Gowling WLG ......................................................1 Great-West Life Assurance Co................... 11 Great-West Lifeco Inc. ................................. 12 Guardian Capital Group Ltd. ...................... 12 Home Capital Group Inc. ............................. 12 HSBC Bank Canada....................................... 12 Hull & Hull LLP ............................................... 19 iA Financial Corp. Inc. .................................. 12 IGM Financial Inc. .......................................... 12
Industrial Alliance Insurance
and Financial Services Inc........................... 11 Intact Financial Corp.................................... 12 Investment Funds
Institute of Canada ........................................ 4 Investment Industry
Association of Canada.................................. 4 Investment Industry Regulatory Organization of Canada................................ 6 Investors Group Inc. ..................................... 19 Jarislowsky Fraser Ltd. ................................ 8 Laurentian Bank of Canada........................12 London Life Insurance Co............................ 11 Mackenzie Investments...............................21 Manufacturers Life Insurance Co.............. 11 Manulife Financial Corp...............................12 Market Logics Inc..........................................18 MCAN Mortgage Corp.................................. 12 MNP LLP............................................................ 4 Moody’s Investors Service Inc. .................. 8 Morningstar Canada...................................... 11 Mutual Fund Dealers
Association of Canada....................................1 National Bank Financial Inc. .................. 6, 8 Ontario Securities Commission ................. 6 Oppenheimer Holdings Inc.........................12 Power Financial Corp. .................................. 12 Primerica Life Insurance Co. ...................... 11 RBC Global Asset Management...........11, 21 RBC Life Insurance Co. ................................. 11 Royal Bank of Canada.............................6, 12 Shibley Righton LLP.....................................19 Sprott Inc.........................................................14 Stone Investment Group Ltd. .................... 12 Sun Life Insurance Co. .................................. 11 The Personal Coach......................................18 Timbercreek Financial Corp.......................14 TMX Group Ltd. ......................................... 6, 14 Toronto-Dominion Bank .............................. 12 WEL Partners.................................................. 19
COVID-19
PREPARING FOR THE WORST
The coronavirus has spawned grim economic outlooks, but government efforts are seen to support an eventual recovery.
TAXES
BORDER CROSSING
FATCA celebrates its 10th anniversary this month. How has this U.S. legislation reshaped the tax landscape?
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GOING NATURAL
21
SPECIAL SECTION
BUILDING YOUR BUSINESS
A STEADY HAND 18
Many investors are experiencing sleepless nights. You can share ways to help your clients avoid imprudent decisions during the Covid-19 crisis.
ONLINE ESTATES 19
Your clients hold a lot of value — both sentimental and monetary — in their digital assets. Make sure their digital estates are properly managed.
PROFILE 20
Lisa Elle, founder of Ellements Financial Group in Cochrane, Alta., balances family, finances and fitness while focusing on women as clients.
BONDS
GOING SHORT
T-bills sold at a discount and due in a year or less are holding up well during this crisis, while long bonds gush losses.
RESEARCH
INSURERS AT RISK? 8 Exposure to corporate bonds could leave insurers vulnerable to coronavirus-related market movements.
NEWSMAKER
EYE FOR OPPORTUNITY 10 Blair Driscoll, CEO and director of FAX Capital Corp., sees big opportunity in small- cap companies.
ECONOMY
PROFIT SURVEY
Many Canadian financial services companies were in good shape as 2020 began, which will help them survive the Covid-19 pandemic.
INSIGHT
8
The natural resources sector has been impeded by slow global economic growth, but monetary and fiscal stimuli could prove to be a boon to the sector when markets recover.
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Coming in
May 2020
Building Your Business:
Keeping your team motivated while they work from home
FUNDS
SEG FUND PERFORMANCE
EDITORIAL 22
Now is not the time for protectionist and anti- globalization rhetoric. All of us are in this together.
LETTER FROM EDINBURGH 22
Scotland is finally waking up to
the uneasy realization that the
government has lagged badly
IE AD 1-4 page Feb2020.pdf 1
2020-02-27 3:48:50 PM
11 in its Covid-19 preparations.
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